Avior Executive Search Thoughts, Comments, Most Pressing Search Assignments, and Happenings

As we come to the end of April, we celebrate the arrival of spring, Easter, Passover and the return of America’s pastime, baseball.

In previous newsletters, I have focused on reporting activities within the wealth management industry. More specifically, I talked about hiring trends and the general employment tendencies my staff and I see monthly.

This newsletter will indeed address another current trend our firm has been experiencing; while it is one that is quite troubling, it undoubtedly affects all individuals in our marketplace. Regardless of your corporate position, be it employer, employee or even search firm, the subject of my message holds ramifications for us all. This month’s topic is transparency in the interview process.

Lately, my staff and I have been noticing some disturbing behaviors from candidates as well as clients.
Since I pride myself on being completely honest and transparent, I want to share my thoughts and make this simple statement: It is NEVER ok to lie, mislead or misrepresent your intentions during the interview process. Recently, I have had several experiences wherein individuals, whether they are candidates or potential employers, behave with a level of deception that is entirely unacceptable. Let me repeat my prior statement: Candidates – it is NEVER ok to string along a firm when you clearly have no intention of joining them. Clients – it is NEVER ok to string along a candidate when you clearly have no intention of hiring them. The most egregious situation of all entails the client or candidate who makes/accepts an offer and then goes silent, never to be heard from again. This is extremely unprofessional and unforgivable. Let’s all try and remember what we were taught as children – honesty is the best policy. Giving anything less than the truth to those with whom you do business is reprehensible.

Over the past month at Avior, we have experienced an obscene number of examples of these deceptive practices. I wanted to share this with all of you to let you know that we will not tolerate this behavior from any client or candidate. In fact, we have cut all ties with the individuals in question. Please be assured that my staff and I will always treat our clients and candidates with the utmost respect; we expect the same in return which we feel is paramount for a healthy, transparent relationship. Marcus Aurelius once said, “If it is not right do not do it: if it is not true do not say it”. At Avior, we will continue to do what is right and be 100% truthful while doing so.

As always, I welcome your feedback. We genuinely look forward to speaking with you about how we can help your firm or career grow as well as provide any other guidance you may need.

Alan Goldstein, President
Avior Executive Search, Inc.

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Pressing Search Assignments

Senior Relationship Managers (Wealth Management)

  • Our client is the largest independent Advisory firm in the Caribbean
  • Seeking experienced international business development professionals coming from banking, brokerage, RIA, Family Office who have either an active existing portfolio or a deep network. If you are currently a Financial Advisor, Private Banker, Portfolio Manager with offshore clients anywhere in the world, please contact for more information
  • Relocation available to Bermuda, Bahamas, or Cayman Islands

Senior Portfolio Manager/CIO

  • Minimum of 10+ years of portfolio construction in all asset classes
  • Strong strategic thinker who can create processes, spreadsheets & modeling
  • Internal Asset Management skills
  • Participate in events
  • Must have CFA, and or CAIA
  • 65 or 66 licenses are a plus
  • Candidates must come from either: Family office, RIA, Private Bank or Asset Manager not broker dealer
  • Must be fluent in Portuguese
  • Location: Miami

Head of Human Resources

  • Retained search by Miami based Multi-Family Office, our client is seeking a dynamic bilingual Head of Human Resources with a minimum of 5 years within the financial or wealth management industry
  • Collaborates with senior leadership to understand the organizations goals and strategy related to staffing, recruiting, and retention.
  • Must have a minimum of 5 years’ experience as as a Head of Human Resources within the Financial Services sector. Strongly prefer candidates from the following industries: Wealth Management, RIA, Family Office, Private Banking or
  • Bachelor’s degree in Human Resources or related field is required.
  • Relocation is available, fluency in Spanish is preferred

Senior Investment Analyst

  • Newly created position as an Investment Analyst and will work closely with the Portfolio Manager in the management of the company’s portfolio construction, selection, and monitoring, analyzing, delivering customized client solutions, and providing analytical support.
  • Analyze inputs and outputs of models such as Markowitz and
  • 5+ years of working experience in the Analysis arena
  • Knowledge of global financial markets, portfolio analysis, portfolio manager analysis and portfolio construction.
  • CFA required
  • Fluency in Spanish is required.
  • Location: Miami

Senior Private Bankers

  • Boutique International Private Bank seeking UHNW Domestic Private Bankers for the South Florida & NYC Markets. This is a newly created position is a critical need for our client’s strategic growth strategy in the U.S market.
  • Responsible for establishing new business relationships with high-net worth and ultra-high net-worth
    individuals, and maintenance of these relationships
  • Proven track record with an average client of 5M
  • Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities
  • Must have an existing portfolio exceeding 150M USD
  • Bachelor’s degree required. Master’s/MBA preferred.
  • Location: South Florida & NYC

Senior Vice President C&I Underwriter

  • The role reports to the Chief Lending Officer and serves as the primary point of contact for new business underwriting.
  • The role will encompass the origination/underwriting of new C&I Attorney loans. These loans sourced by our business development team. There are no new business development responsibilities.
  • This role will require demonstrated experience presenting the loan to the bank’s loan committee. Experience in closing loans is a key performance expectation.
  • Experience spanning both underwriting, portfolio management and risk analysis of a commercial portfolio with credits in the $5 million to $20 million range
  • Knowledge of Asset Based Lending (ABL)
  • Location: Long Island

Financial Advisors

  • Minimum T-12’s 400K average is 1M and above. We work with All major wire houses, Independents, RIA’s for both onshore and offshore advisors. Minimum T-12 would be 400K/ MIAM
  • Nationwide opportunities: New York,/Metro, Miami, Tampa, Houston Philadelphia, Washington, Boston, Atlanta, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco

Senior International Relationship Manager or Banker (BAHAMAS)

  • Seeking a senior relationship manager or senior private banker who has active portable portfolio of private wealth clients in excess of 100M USD.
  • Must have a minimum of 7 years of experience as a private banker or relationship manager
  • The Relationship Manager can come from different markets such as Asia, Latam, Europe, Caribbean, UAE, or Israel
  • Clients booking center are in Switzerland or Bahamas
  • Individual producers and/or team’s welcome
  • Relocation package available

Senior Wealth Management Relationship Manager

  • Responsible for establishing new business relationships with high-net worth and ultrahigh networth individuals, and maintenance of these relationships. Offer services to include, but not limited to, investment management, portfolio management, and investment banking.
  • Must have a personal minimum portfolio of 200M+ which they have personally built.
  • Proven track record within the South Florida business & HNW community with strong centers of influence (COI’s) to build own book of
  • Expertise as an advisor
    for HNW/UHNW individuals on accounting, legal, financial and/or other related matters. Offer services to include, but not limited to, investment management, portfolio management, and investment banking
  • Bachelor’s degree in Business, Finance, Economics and/or related field is required. Master’s degree preferred.
  • Fluency in Spanish is preferred.

Senior Sales Superstars

  • Established record of sales success within another related industry such as finance, legal/trust, real estate, technology, Hospitality, philanthropy, fundraising, auction/fine art, Luxury brands, fashion, entertainment, sales, entrepreneurship, or private wealth manage finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
  • Minimum of seven years of relevant work experience in catering to finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
  • Strong Sales and or Business development track record a MUST
  • Nationwide opportunities: New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco
  • Please contact for more information

About Avior Search

Avior Executive Search is a professional recruiting firm specializing in the wealth management industry globally. We have built a proud reputation based on our search process and market knowledge and have an unmatched network with extensive search experience in the United States, Canada, Latin America, Europe, and Middle East global wealth management industry.

aviorsearch.com | (646) 612-7699