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Executive Search for Associate Counsel

A Wealth Management-Focused Strategic Consulting Firm • December 20, 2024

The client, a strategic consulting firm specializing in wealth management, faced several hurdles in filling a critical Associate Counsel role.


Limited Talent Pool


  • The search required a candidate with a Family Office legal background in the Greater D.C. area, a niche sector with a scarce local talent pool.


Experience Level


  • The ideal candidate needed significant legal expertise, particularly on the investment side, but couldn’t be at a junior level.


Budget Constraints


  • Compensation for the role was below the competitive market rate, complicating the ability to attract high-caliber talent.


Lyneer’s Approach: Strategic and Creative Solutions


  • Lyneer Search Group deployed a tailored executive search strategy to address the client’s unique challenges and deliver results.


Focused Search Strategy


  • Conducted a highly targeted search, focusing exclusively on legal professionals with Family Office or wealth management expertise within the Greater D.C. area.


  • Leveraged Lyneer’s extensive network and advanced sourcing tools to identify passive candidates.


Reframing the Opportunity


  • Emphasized the career development potential of the role, positioning it as a strategic move to specialize in a valuable niche within the legal domain.


  • Highlighted the long-term career benefits of transitioning into a growing and specialized sector rather than framing it as a traditional lateral move.


Meticulous Candidate Screening


  • Analyzed a pool of 134 potential candidates, narrowing it down to 28 highly qualified professionals based on technical expertise and cultural fit.


  • Advanced 9 candidates to the client, resulting in 5 interviews, 2 finalists, and 1 successful placement.


Engaging Passive Candidates


  • Actively approached professionals who were not actively job-seeking but recognized the value of pivoting to this specialized role.


  • Focused on aligning candidate motivations with the client’s unique value proposition.


Outcome: A Strategic Match for Lasting Impact


  • After a thorough 4.5-month search process, Lyneer successfully placed an Associate Counsel who met the client’s requirements for:


Legal Expertise: Significant experience in Family Office environments with investment-side legal skills.

Strategic Alignment: A forward-thinking approach that matched the client’s long-term goals.


  • This strategic hire strengthened the client’s consulting capabilities, positioning the organization for growth in an increasingly complex regulatory environment.


Precision & Creativity


  • This case exemplifies Lyneer Search Group’s ability to navigate complex searches with precision and creativity. By reframing challenges as opportunities, we align client needs with unique candidate motivations to deliver exceptional results.


“Our tailored approach enables us to find hidden talent in even the most niche markets. We don’t just fill roles; we build pathways to success for both clients and candidates,” says Scott Noga, Managing Partner at Lyneer Search Group.


Explore More Success Stories


Learn how Lyneer Search Group delivers results for complex executive searches.


View All Case Studies

Ready to Partner with Lyneer Search Group?


Whether you’re navigating budget constraints or searching for talent in niche markets, Lyneer Search Group is your trusted partner in recruitment.


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