The Primary Group is an industry-leading executive search firm that boasts over 30 years of experience, combined with an unparalleled commitment to excellence. Whether your recruiting needs fall under the spectrum of sales, marketing, management,
operations, or any executive level, we have a solid reputation
for getting the job done quickly and efficiently.


OUR STORY

In any field, in any industry, there exists a caliber of professionals who exceed expectations. These candidates that The Primary Group targets to satisfy our clients' recruiting needs. Our extensive contacts are comprised of relationships with top industry talent—professionals who work with us because of the quality of service and level of confidentiality we are known to provide.  

We provide services through two divisions: 

EXTERNAL DISTRIBUTION / CORPORATE RECRUITING: Nationwide executive search specializing in Compliance, Due Diligence, Executive Suite, COO & CCO Roles, External Sales, Charitable Trust, Private Wealth Areas, Marketing, Marketing Communications, Product Management, Sales Management, National and Key Accounts (Relationship Management), Endowments & Foundations

INTERNAL SOLUTIONS:  Similar to our current structure, we continue to focus on all product areas. Positions will include, but not be limited to Internal and Sales Support roles, Sales Desk positions, and Hybrid roles. 


OUR PROCESS

  • Through evaluation to determine a strategic set of recruiting goals that fit within your firm's overall mission.

  • Aggressive search procedures that discreetly and professionally cover a nationwide pool of the best financial services industry has to offer — including a level of otherwise invisible talent that can be converted to what we term opportunity conscious status.

  • Detailed screening practices that save your firm immeasurable time and resources — The Primary Group will only present candidates who stand up to our own due diligence process.

  • Comprehensive management of interviewing and hiring procedures. We will coordinate all scheduling, interviews, feedback, and logistics involved in the search process, to the degree and extent you specify.

  • Skilled, professional negotiations. We can be your strategic ally in aligning the best available talent to fit within your budgetary framework.


QUICK, QUALITY PLACEMENTS

With an in-house research team, The Primary Group is able to fulfill our clients' needs more quickly and efficiently. The research team is solely dedicated to creating candidate leads; these leads result in a quality placement being made more quickly. We don't just buy lists—we build our lists. With over thirty years of experience in building relationships with financial services professionals, the database we built is second-to-none.

SEARCH SUCCESS ASSIGNMENT:  Assessing the needs
of each client.

DESTINATION IDENTIFIER: 
Establishing the vision of each
client's individual needs.

SEARCH SUCCESS IDENTIFIER: 
Identifying obstacles to the
client's vision.

STRATEGY PROCESS: 
Establishing strategies to overcome obstacles and surface qualified candidates.

TEAM SCHEDULING PROCESS: 
Coordinating the busy schedules of our clients and candidates for the
interview process.

TEAM DEBRIEFING PROCESS: 
Debriefing candidates and clients.

TEAM SEARCH COMPLETION SOLUTION:
Getting the client and candidate to the offer stage, coordinating and presenting the offer.