Your Talent Partner in Financial Services
For more than 50 years, we’ve partnered with prominent banks, firms, and funds nationwide to recruit proven leaders and rising talent across the industry.
50+ Years
Delivering trusted financial
services recruiting
250K+
Leaders placed across banking, investment, and corporate roles
Industry Connections
Across investment banking, investment management, and capital markets
Veteran-Owned
Proudly serving the industry
since 1974
Nationwide-Reach
Connecting talent
coast to coast
Financial Services Recruitment
Specialized. Experienced. Focused on You.
We know financial services because we’ve lived it. With decades of experience, our team understands the roles, the pressure, and the pace of this fast-moving industry.
We partner with global banks, boutique firms, and high-growth startups to recruit proven leaders and rising talent across investment management, wealth management, investment banking, and commercial & consumer banking. Our practice spans the full ecosystem from private equity, hedge funds, and capital markets to retail banking, fintech, and insurance.
From executive searches to strategic team builds, we deliver the insight, precision, and speed it takes to hire with confidence. Our relationships, and the success of our placements, are long-term.
Recruiting Specialties
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Banking & Private Equity
We connect top talent to drive growth, strategy, and deal execution in banking and private equity.
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Investment & Fund Management
From research to portfolio strategy, we connect talent across the investment lifecycle for institutional and private wealth clients.
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Technology, Quantitative Analytics & Data Science
We recruit experts advancing financial innovation, securing systems, and delivering tech-driven insights.
We help clients find skilled professionals to ensure compliance, efficiency, and operational excellence.
Operations & Corporate Functions
From leadership to professional development, we build teams that drive growth and performance.
Strategic Consulting
You’re not looking for volume. You’re looking for someone who fits and a recruiter who understands what makes a great match.
We bring niche expertise across financial services, a national network of talent, and the kind of thoughtful service that only comes with 50+ years of experience. We move fast, but always with care. Whether hiring senior leaders or rising professionals, we connect you with talent to drive growth in today’s financial landscape.
> Real financial services expertise
> Focused, function-specific recruiters
> Boutique feel with national reach
> Responsive, personalized support
Why The Forum Group?
Find Your Next Career in Financial Services.
Whether you’re in investment banking, asset management, private wealth, or corporate finance, we’re here to help you take the next step with purpose.
You’ll talk to someone who knows the space and takes the time to understand your goals. When the right role comes along, we’ll guide you through every stage, from first introduction to final offer. No guesswork. Just honest support.
Trusted by Financial Services Teams
