Wealth Management


Suite of Tools

Wealth management firms are balancing AI and holistic approaches, the role data plays in decision-making, and shifting from traditional products and services to a robust suite of tools. This continuous change means nothing is more important than remaining agile in order to weather trends, long-term shifts, and evolving client expectations.

How We Help

The wealth management market grows more crowded by the day. In this landscape, the job seeker and the end client have a wide range of options when looking for a wealth management firm. We seek out a diverse roster of candidates that put relationships first and have a strong track record of high performance and service. With a team that prioritizes relationships–both inside the organization and out–you’ll position your firm to stand out, no matter the size and scope of the competition.

Who We
Partner With

Who We Partner With

We are your go-to when your firm is in need of executive search, talent acquisition, organizational strategy, and diversity, equity, and inclusion solutions. We take care of and pride in marketing your firm and culture to allow you to be a leader in an ever-changing world.







Private Banks

Family Offices

Asset Managers

Broker Dealers

Asset Managers

Investment Consultants

A Sampling of Our Partners and Clients

“Showing your competitive and unique value proposition and having an acquisition strategy aligned with company goals and a streamlined onboarding process are key to attracting talent and showing them that you truly believe they are the bedrock of your company’s success.”
Matt Huffman
Managing Partner, SLATE

Contact the SLATE Team

Tell us what’s on your mind. We’ll use our extensive network and cutting-edge technology to find the best solution for you.