Scaling Trust, One Hire at a Time
With each acquisition, the firm gained incredible opportunity—and the challenge of integrating people, processes, and values. DropUp served as a culture-carrier, placing high-impact talent and establishing a unified approach to recruiting across the firm’s expanding footprint.
Key Roles Placed
- Advisory: Financial Advisors, Fiduciary Consultants
- Client Service: Client Service Associates, Relationship Managers
- Planning & Investments: Financial Planners, Tax Strategists, Portfolio
- Managers Corporate: Controllers, Accountants, FP&A Specialists
With each acquisition, the firm gained incredible opportunity—and the challenge of integrating people, processes, and values. DropUp served as a culture-carrier, placing high-impact talent and establishing a unified approach to recruiting across the firm’s expanding footprint.
Key Roles Placed
- Advisory: Financial Advisors, Fiduciary Consultants
- Client Service: Client Service Associates, Relationship Managers
- Planning & Investments: Financial Planners, Tax Strategists, Portfolio
- Managers Corporate: Controllers, Accountants, FP&A Specialists
Business Overview
Industry
Type of Project
Business Overview
Industry
Type of Project
Preserve Culture While Fueling Growth
- Embed values-based hiring across all business units
- Recruit top talent in advisory, operations, and leadership
- Support post-acquisition integration with strategic recruiting
- Align new hires with compliance, care, and firm-wide mission
- Build a consistent talent experience across regional offices
The Results
The Results
In wealth management, consistency and trust are everything. DropUp helped this firm grow without losing what made them special—ensuring each hire strengthened their mission, culture, and client promise.
In wealth management, consistency and trust are everything. DropUp helped this firm grow without losing what made them special—ensuring each hire strengthened their mission, culture, and client promise.
Key Outcome
Key Outcome
Key Outcome
Key Outcome
Key Outcome
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Key Outcome
Key Outcome
Key Outcome
Key Outcome
