Two Decade Partnership with Wellington Management: Finding the Highest Quality Talent

For over two decades, ProPivotal has supported Wellington, a wealth management firm that operates primarily though not exclusively in the Boston area. During that time, ProPivotal quickly became an embedded partner within Wellington’s HR function, operating as a true advisor in a space where placing quality talent can be difficult and time-consuming.

Challenge

Wellington holds a high standard for the talent they bring onto their team. Candidates are expected to demonstrate strong academic credentials, relevant experience, and a proven ability to succeed in rigorous professional environments. As a result, only candidates whose qualifications closely align with role requirements are invited to advance to the interview stage.

While this purposeful approach enables Wellington to uphold an exceptional level of service, it also makes the hiring process highly thorough and time-intensive. Searches often extend eight weeks or longer and typically involve multiple stakeholders across departments to ensure the right fit.

Solution

Upon partnering with Wellington, ProPivotal was tasked with a dual mandate: manage a heavy requisition load while maintaining precision in the hiring process – two objectives that are typically difficult to balance in harmony. However, ProPivotal rose to the occasion and crafted a custom staffing program that successfully addressed each of these requirements. This included:

  • Embedded, on-site partnership model that sat within Wellington’s HR team, creating deep trust among employees of both organizations
  • High-touch candidate development strategy that required heavy networking, building, and maintaining a repository of talent to handle incoming requisition requests
  • Consultative process improvement based on ProPivotal’s decades of experience in conducting searches
  • Expanded support as Wellington’s needs grew to involve more functions and roles
  • Additional support for internal recruiters as their workloads increased

 

Although the original scope of the engagement was for temporary and permanent administrative staffing, ProPivotal over time took on mid-level finance and accounting roles, which require a more specialized and competitive recruiting approach. For the last 10 years, our focus has exclusively been on senior direct hires, as well as overflow requisitions from internal recruiters.

Outcomes

20

Vector 57 (1)

Time to Fill

20

Vector 57 (1)

Retention

20

Vector 57 (1)

Team Impact