Talent you can trust.
Specialized staffing for asset management and financial services.
A specialized approach for a relationship-driven industry
In asset management and financial services, trust is everything. That’s why leading companies in Boston, New York, Austin, Newport Beach, and beyond have partnered with ProPivotal for years.Â
After decades of experience supporting industry leaders and boutique firms alike, our seasoned recruiters understand the pace of financial services and deliver experienced professionals who align with your firm’s culture and business goals.
A hiring process built for finance leaders
Our process is designed to align with the rigor and discretion asset management requires.
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Strategic intake
We partner directly with your hiring managers to understand your team’s goals, technical needs, and firm culture.
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Network activation
We tap into our niche finance network and national reach to identify qualified professionals.
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Discreet candidate engagement
We build trust with passive candidates, ensuring confidentiality at every step.
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Curated shortlists
We deliver only the most aligned candidates to streamline your hiring decisions.
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Partnership that scales
Our team remains engaged throughout the hiring cycle, adapting to evolving team needs and market shifts.
What makes ProPivotal different?
Deep financial sector expertise
Deep financial sector expertise
With a strong foundation serving flagship Boston asset management firms, our recruiters understand the nuances of investment, compliance, and operational finance.
Curated candidate shortlists
Curated candidate shortlists
We focus on precision, not volume. Our candidates are recruited specifically for their technical skills, cultural alignment, and long-term impact.
Confidential sourcing for passive talent
Confidential sourcing for passive talent
Finance talent moves quietly, and we often seek out passive candidates. We are thoughtful about relationships while interviewing the best financial talent in the market.
Proven track record
Proven track record
We’ve built lasting partnerships with cornerstone asset management clients in Boston, Newport Beach, Austin, New York City, and beyond.
Where we specialize
We partner with institutional asset managers to engage investment professionals who build institutional relationships, drive performance, and ensure operational excellence across complex global markets.
Asset Management
From family offices to RIAs, broker-dealers to wire houses, we help leading firms build teams that deliver personalized, high-impact investment guidance to clients worldwide.
Retail and Wealth
We connect firms with sales and servicing talent delivering impact across intermediary channels, distribution platforms, and at the advisor level to deepen market penetration, drive client engagement, and align sales strategies with long-term growth goals
Distribution
- Investment and Trading Professionals
- Client, Sales, and Distribution ProfessionalsÂ
- Marketing and Communications
- Global Operations
- Legal, Compliance, and Risk Services
- Product Strategy and Management
- Finance and Accounting
- Human Resources and Administrative Services
Our areas of expertise
- Public and Private Markets
- Liquid and Illiquid AssetsÂ
- Real Estate and Real Assets
- Alternatives
Asset classes and fund types serviced
Our core specialties
Healthcare
2,000+ CNAs, LPNs, MAs, RNs hired the last 5 years. Reliable, caring, detailed. We only hire the best.
Asset Management & Financial Services
20+ year client partnerships in the industry. Specializing in mid-career financial professionals.
Higher Education
22 years as a preferred staffing partner for MIT and Colleges of the Fenway.
Accounting & Finance
Specialty in Real Estate (REIT), mid-career transitions from public to private as well as general accounting roles in the Boston area.
Professional & Administrative
Access the best Boston-based talent in administrative, customer service, call center, and more.
Technology
AI, cybersecurity, cloud, software, and beyond. We connect Boston’s fastest-growing companies with the tech talent that builds what’s next.
A trusted partner in Boston’s finance community
We deliver the right talent quickly, confidentially, and with unmatched industry insight.
What other financial services partners are saying
Our core financial services staffing solutions
Add skilled professionals to your team during peak seasons, special projects, or transitions—from client service and fund operations to compliance and reporting support.
Bring in high-performing professionals with the option to transition them to full-time, ensuring continuity, cultural alignment, and reduced hiring risk.
Recruit experienced, long-term talent in asset management, investment operations, accounting, and client relations with professionals who strengthen your team and culture.
Simplify workforce management with a single, strategic partner who can scale teams, streamline vendor relationships, and maintain compliance, all with ProPivotal oversight.
Extend your HR capacity with a dedicated RPO model that sources, screens, and hires finance professionals on your behalf, combining efficiency with industry expertise.