All Episodes

April 2, 2025 17 mins
In a competitive financial job market where integrity and expertise matter more than ever, executive recruiter Michael Weinstock shares insider insights on what it really takes to land top-tier talent in portfolio management, wealth advisory, and investment firms. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Michael Weinstock, Founder of Portfolio Placements & Resumes, LLC.  In this episode, executive recruiter Michael Weinstock reveals the challenges and strategies behind placing top talent in the competitive portfolio and investment management world. With decades of experience navigating the buy-side hiring landscape, Michael shares invaluable insights on integrity in recruiting, the evolving job market, and how both firms and candidates can stand out in an industry where trust is everything. Key Takeaways: → Why ensuring honesty and transparency in recruits' experience and expertise is difficult. → How candidates claiming to bring over client assets often overestimate retention. → Why client-facing portfolio managers are essential.  → How firms are rapidly adjusting their hiring based on market fluctuations.  → Why many of the best recruitment candidates come from referrals. Michael Weinstock is an experienced executive recruiter and resume consultant with over 20 years in the financial services industry. After earning his degree from Northeastern University, he built a strong foundation at firms like State Street Bank, New York Life Investment Management, and Citibank Global Asset Management. He spent 12 years at Advisors Search Group in New York City, where he developed a proven approach to talent placement, leading to the founding of Portfolio Placements and Resumes, LLC. With direct access to hiring managers and insights from over 200 HR professionals, Michael helps job seekers refine their resumes, sharpen interview skills, and secure roles in top-tier firms. Connect With Michael: Portfolio Placements and Resumes, LLC. LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Mark as Played

Advertise With Us

Popular Podcasts

Cold Case Files: Miami

Cold Case Files: Miami

Joyce Sapp, 76; Bryan Herrera, 16; and Laurance Webb, 32—three Miami residents whose lives were stolen in brutal, unsolved homicides.  Cold Case Files: Miami follows award‑winning radio host and City of Miami Police reserve officer  Enrique Santos as he partners with the department’s Cold Case Homicide Unit, determined family members, and the advocates who spend their lives fighting for justice for the victims who can no longer fight for themselves.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.