Hire, Develop, and Retain
the Industry's Best.
Phenom's science-backed Search & Talent Strategy solutions are specifically
designed to help financial services firms scale with ease.
Our Services
We partner with Insurance Firms, RIAs, Investment & Wealth Management Firms, Broker Dealers, and related Financial Services organizations.
Discover how our tailored talent solutions can fuel your growth.
Hire High Performing Insurance Professionals.
Insurance firms can leverage our recruiting services to make key hires and build winning teams.
We specialize in placing top insurance industry professionals across a range of functions, including but not limited to:
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Insurance Producers; Property & Casualty; Life; Health; Personal Lines; Commercial Lines
- Actuary; Compliance/Regulatory; Case Managers; Underwriters; Claims Adjusters; Accounting; Auditors
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Sales Reps; Account Managers; Sales Management; Executive Leadership
Hire Proven Wealth Management and Financial Planning Professionals.
Wealth Management & Financial Advisory firms can leverage our recruiting services to make key hires and build winning teams.
We specialize in placing top wealth management & financial planning professionals across a range of functions, including but not limited to:
- Financial Advisors, Financial Planners, Wealth Advisors; Investment Advisor; Private Wealth Management
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Client Service; Investment Operations; Trust, Estate & Tax Planning; Portfolio Managers; Compliance/Regulatory
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Sales Reps; Account Managers; Sales Management; Executive Leadership
Avoid mis-hires, develop leaders, and drive high performance.
As Certified Partners of The Predictive Index, we can help you install personalized, science-backed software solutions to help you implement bulletproof hiring, employment development, and retention strategies.
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Build high-performing teams:
Lead with confidence by understanding the individuals on your team, their strengths and caution areas, and your team’s strengths -
Find disengagement and fix it:
Improve engagement levels with quick, validated pulse surveys, predictive analytics, and smart AI-powered actions -
Improve the entire hiring journey:
Eliminate the guesswork and wasted time, and focus on finding and retaining the best possible talent.
Develop managers, drive sales, and build accountability at your organization
Give managers a best-practice leadership system. Combine relationship building and meeting management with goals, feedback, and recognition, to drive performance every day
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Level up performance with behavioral data:
Performance management software designed to develop your managers, enhance accountability, and engage your people. -
Personalize leadership development:
Stop losing great people to ineffective managers and miscommunication. -
Install innovative sales strategies:
Learn strategies and tools to help your sales teams hyper-personalize outreach, set more appointments, and increase client sales and satisfaction.
