Connecting talented advisors with exceptional opportunities in capital markets roles, while providing expert recruiting services for independent broker dealers and W2 firms in the Investment Banking sector.
IBDSearch is a financial services industry placement, recruiting, and consulting company that specializes in expert recruiting for capital markets roles. Since 1990, we’ve established strong relationships with leading independent broker dealers and RIAs of various sizes, cultures, and clearing & custody platforms, along with diverse product offerings, technology, and services. We also partner with firms that have Capital Markets Platforms in need of Investment Banking professionals, Analysts, and experts in Public Finance and Institutional sales for both fixed income and equity. Our approach removes guesswork from the process, saving advisors a significant amount of time while ensuring we represent both the firm and the advisors’ best interests. It may be worth your time to explore what firms are currently offering; feel free to call or email brad@ibdsearch.com to schedule a confidential call.
Both W2 Employee and 1099 Independent Platforms provide top clearing and custody options, including Self, Pershing, NFS, RBC, Schwab, Fidelity, and Raymond James. These firms are known for their sustained growth, being profitable and well-capitalized. They offer transition packages and onboarding incentives, including competitive upfront forgivable loans, which are attractive in capital markets roles. Excellent technology stacks support these platforms, along with firms that have succession and practice acquisition programs. They maintain an outstanding reputation and good standing with regulators, fostering a business-friendly compliance culture. Exceptional producer retention is a hallmark of these independent broker dealers, where the ownership and control group consist of the same executives running day-to-day operations. Advisors can expect exceptional payout and compensation plans, emphasizing that their business is important to the firm. Furthermore, these platforms feature an unparalleled advisory platform with multiple custody options and a fair and reasonable fee structure for 1099 advisors. Additionally, access to alternative investment, syndicate, and capital markets products enhances the overall offering.