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Executive Recruiter – Insurance & Wealth Management

Lyneer Search Group

Holmdel · flexible Full-time Executive Today

About the role

About the Role

We are seeking a highly driven Executive Recruiter with a proven track record of building client relationships within the insurance and/or wealth management sectors. This is a role for a true business developer — someone who knows the industry, understands how decisions get made, and brings a deep network of executives, hiring leaders, and industry influencers.

We are seeking a recruiter who can walk in on day one with relationships to activate, conversations to initiate, and a clear plan to generate new search work within the first 30 days.

If you thrive on opening doors, winning new clients, and owning the full lifecycle of business development and search execution, you will excel here and be compensated at an above-market rate.

Key Responsibilities

Client Development & Revenue Generation

  • Build and grow a personal book of business across insurance carriers, MGAs, brokers, TPAs, and / or asset managers, RIAs, and wealth management platforms.
  • Leverage an existing network to secure new search assignments quickly.
  • Develop and execute a proactive outreach strategy targeting senior leaders, hiring executives, and decision‑makers.
  • Maintain a consistent cadence of outreach, follow-up, and market engagement to stay top‑of‑mind.
  • Conduct high credibility client meetings, needs assessments, and pitch presentations that convert into new engagements.
  • Maintain a strong pulse on market trends, organizational changes, and leadership movements to identify new business opportunities.
  • Act as a strategic advisor to clients, not just a recruiter — someone they call first when a hiring need emerges.

Search Execution

  • Lead full cycle executive search engagements from intake to placement, ensuring a high‑touch, consultative experience for clients and candidates.
  • Build and manage candidate pipelines using a combination of research, referrals, and direct sourcing.
  • Lead, mentor, and manage sourcing professionals assigned to your searches, ensuring they understand the client’s needs, role nuances, and search strategy.
  • Set clear expectations for research output, candidate quality, outreach volume, and timeline adherence, holding sourcing partners accountable for meeting agreed upon milestones.
  • Conduct regular check-ins and pipeline reviews to ensure sourcing activity is aligned with client priorities and producing qualified candidates.
  • Drive a culture of ownership and urgency within the sourcing function, ensuring that every engagement moves forward with discipline and momentum.

Required Experience

  • 4+ years of experience with a search firm running a full desk or being focused on business development, ideally within insurance, financial services, or wealth management vertical(s).
  • Demonstrated success generating new search work through personal outreach, networking, and relationship cultivation.
  • A deep, active network of industry contacts that can be leveraged immediately.
  • Entrepreneurial mindset with the discipline to build and manage a personal revenue pipeline.

Who Will Not Be Successful in This Role

To ensure clarity, this role is not designed for:

  • Lead dependent recruiters who rely on inbound requests, marketing funnels, or a BD team feeding them opportunities.
  • Account managers who primarily service existing clients rather than generating new ones.
  • Recruiters who prefer to operate reactively rather than proactively.
  • Individuals uncomfortable with outreach, networking, or building relationships from scratch.

What Success Looks Like

  • You activate your network immediately and secure new search work within 30 days.
  • You secure new business from: existing client relationships that you’ve personally developed and newly generated client relationships.
  • You become a trusted advisor to insurance and/or wealth management leaders.
  • You contribute meaningfully to the Lyneer’s growth through both revenue and reputation.

What Lyneer Search Offers

  • Build your own book inside a respected firm — you’ll have the autonomy to shape your book of business, your client portfolio, and your market presence without internal competition or restrictive account boundaries.
  • A platform built for hunters, not order takers — you won’t be constrained by legacy accounts, slow processes, or rigid structures. This is a place where entrepreneurial recruiters thrive.
  • High trust, high autonomy environment — we hire adults. You’ll have the freedom to run your desk, manage your strategy, and build your client base the way you know works.
  • A chance to own a vertical — insurance and wealth management are priority growth areas. You’ll have the opportunity to become the face of the practice and shape its long-term direction.
  • Work with leadership that understands business development — you’ll be supported by leaders who value proactive outreach, strategic networking, and relationship driven growth — not passive account management.
  • Clear path to increased responsibility and earnings — as you grow your book, you’ll have opportunities to expand into practice leadership, manage a team, and influence firm strategy. With that said, if you prefer to remain singularly focused on being a rainmaker, we will happily support you while continuing to pay you top-of-market commissions.
  • Option to work out of Bell Works, Holmdel OR Remote

Skills

Business DevelopmentClient Relationship ManagementExecutive SearchNetworkingRecruitingSales

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