Why The Forum Group
Who We Are
A specialized executive search and talent advisory firm, veteran-owned since 1974.
The Forum Group Financial Services team places top talent across investment management, wealth management, investment banking, commercial & consumer banking, and our practice spans private equity, hedge funds, capital markets, retail banking, fintech, and insurance.
Our people are our greatest strength—experienced recruiters with deep industry knowledge, committed to delivering transparent, service-driven partnerships that build strong, lasting teams. We don’t just fill roles; we help shape careers and futures.
What We Do
We help clients build high-performing teams across financial services.
From analysts and controllers to executive leadership, we tailor searches to your unique goals and culture. Whether you need permanent hires, contractors, or interim executives, our deep industry knowledge ensures every placement supports your current and future success.
What We Believe
Recruiting is a relationship business.
We’re advisors, connectors, and long-term partners. We prioritize fit, readiness, and cultural alignment, not just who’s available. Our clients come back to us because they value the relationships we’ve built with them and within their teams. We believe in the principle that treating both candidates and clients with respect and honesty will yield success.
Who We Serve
Leading financial institutions and rising innovators.
We work with organizations across the financial services spectrum:
Investment managers and private equity firms
Hedge funds and asset managers
Commercial and consumer banks
Fintech and insurance companies
Family offices and wealth management firms
Our History: 50+ Years of Impact
Decades of trust, results, and relationships
Since 1974, we’ve helped hundreds of thousands of professionals find new roles and supported thousands of companies in building their teams. With decades of experience across accounting, finance, compliance, IT, marketing, HR, healthcare, admin support, and legal staffing, we’ve earned a reputation for integrity, performance, and long-term results.
Our Charitable Contributions
As a veteran-owned business, we proudly support those who serve.
For our 50th anniversary, we partnered with Tunnel to Towers, funding a Smart Home for a wounded veteran and raising nearly $3M for Retired Army Major Ivan Castro. We also support charities like Cooley's Anemia Foundation, Catholic Charities, Autism Speaks, and more. Giving back drives us.
Our Commitment
To clients. To candidates. To each other.
We believe in building long-term relationships that help people and businesses thrive. Whether you're hiring, job searching, or growing a team, we’re in it with you, every step of the way.
Join Our Team
Love recruiting? So do we.
We offer flexibility, autonomy, and a supportive team environment. If you want to grow your career with a respected brand, let’s talk.