Associate, Financial Services Practice

Position Summary

Spencer Stuart is seeking to recruit an Associate for the Financial Services Practice. This Associate will have the opportunity to help solve Chief Executive Officer, Board Director, and other C-level functional executive searches, while working in partnership with several core Consultants, with a focus on Financial Services.  With exposure to a broad set of clients and leadership challenges, this Associate will help to identify and develop diverse candidate slates as an essential member of the search team.  The Associate role combines research, assessment, and relationship-building skills to deliver extraordinary service and value to Spencer Stuart clients.

Successful candidates for the Associate position will have strong project management ability, writing skills, results orientation, rigorous attention to details, intellectual curiosity and ideally, understanding of the consumer retail industry sector.  The Associate will enjoy the challenge of working internally with a variety of Consultants, and externally with diverse, senior-level executives and board members.  Associates will be expected to acquire deep and insightful candidate pool knowledge over time.

The Associate will ideally be based in New York.

The base compensation range for this position is $100k –$120k per year. The actual base compensation offered within this range will be dependent on the individual’s skills, experiences, and qualifications. This position will be eligible to participate in our annual discretionary bonus program. 

Spencer Stuart also offers a competitive benefits package, which includes:

• Retirement savings plan with discretionary profit sharing contribution and employer match;

• PTO (minimum 15 days per year, increases with tenure), paid sick time (10 days per year), company holidays (12 days per year), and paid leaves of absence when applicable;

• Comprehensive health benefits, including medical, dental, and vision insurance, and healthcare flexible spending account;

• Life Insurance, and short-term and long-term disability insurance;

• Wellness benefits, including an employee assistance program, virtual mental health program, and mindfulness program; and

• Voluntary benefit options, including supplemental life insurance, identity theft protection, and whole life insurance with long-term care and critical illness coverage.

Key Relationships

Reports to

Director of Associates

Consultants (on an assignment basis)

Other key relationships

Practice Leaders/Members

Office Manager

Associates, Senior Associates and Consultants

Analysts

Executive Assistants

Client Development Team (CDT)

Key Responsibilities

• Contribute actively to the start-up phase of each search by participating in client kick-off meetings with the Consultant and assisting in the development of the position specification, search strategy and target list of companies. 

• Gather relevant information regarding the appropriate industries and target companies.  Identify potential prospects and sources and represent the client effectively in the marketplace, discussing the opportunity with relevant executives. 

• Validate potential candidates through reference and source calls. 

• Partner with the Consultant to develop and present a slate of qualified candidates to each client.  Anticipate what needs to drive the search to closure and be prepared to supply additional information, such as related industry/segment trends, market findings, reaction to the opportunity, compensation data, etc., gained during the course of a search. 

• Contribute to the preparation of position specifications, candidate presentations and reference reports adhering to the Firm’s assessment methodology. 

• Communicate effectively with the Consultant and Executive Assistant, and remain fully abreast of search developments, in order to communicate accurately and credibly regarding the assignment. 

• Prepare organized information for the client progress reports/meetings by teaming with the Consultant and the Executive Assistant.  Provide an informed perspective on prospects/candidates and how they match against the key selection criteria. 

• Be aware of activities and management changes in the relevant industry’s sector; keep team members apprised of relevant developments in the marketplace. 

• Add to the firm’s candidate pool expertise by continually identifying and introducing new talent to the firm.  Ensure that up to date assignment, company and candidate information during the course of an