TALENT ACQUISITION SERVICES
Bring Top Talent to Your Firm
Build teams that drive growth. We help financial services firms cut through the noise, identify skilled, culture-fit professionals, and put the right people in the right roles.
How to Hire Great Marketers
After 20 years of hiring across marketing, sales, operations, and business development, we’ve refined a systematic approach that separates real talent from polished performers.
In this article, Kelly Waltrich outlines the specific formula for identifying who to hire and when based on firm budget, goals, and resources.
Our Approach: How We Identify and Evaluate Top Talent
We’ve hired or recommended hundreds of professionals across fintech and financial services using these guardrails:
Start with Trust
- Hire by referral from trusted sources who know what great looks like
- Check references with people they’ve actually worked for
- Build an internal hiring team that evaluates culture, skill, and strategic thinking
Test Real Capabilities
- Request specific examples of results tied to business goals
- Review live work and have them walk through their process
- Present real-time challenges to see how they think
- Assess their learning appetite and industry engagement
Look for the Right Fit
- Evaluate cultural alignment and collaboration style
- Test adaptability with examples of strategic pivots
- Assess analytical skills through performance data interpretation
- Review communication skills
End-to-End Talent Acquisition Solutions for Financial Services
From job descriptions to interviewing to onboarding, we help you find the right fit for your firm:
Executive Search and Placement
Find senior leaders with proven growth track records. We tap our deep industry network to connect you with proven CMOs, VPs of Marketing, Sales Directors, COOs, and other leaders who have already delivered results at firms like yours.
Role Design and Definition
Make sure what you’re looking for is what you really need. We help you define the specific role, responsibilities, and success metrics before you start interviewing.
Candidate Screening and Assessment
Cut through paper-thin resumes and rehearsed answers. We evaluate candidates using the same rigorous process we’ve refined over 20 years, testing for real skills, strategic thinking, and cultural fit before they ever reach your desk.
Interview Process Design
Build a hiring system that proves candidate competency. We create structured interview frameworks, case studies, and assessment tools that help you make better hiring decisions faster.
Onboarding Strategy
Set new hires up for success from day one. We help you design 90-day onboarding plans that align expectations, build relationships, and create early wins that build momentum.
Fractional Leadership
Need coverage during your search? We provide interim leadership across marketing and operations to keep momentum going while you find the right permanent hire.
Why Intention.ly for Talent Acquisition: Frequently Asked Questions
What makes Intention.ly's hiring approach successful?
Our process starts with trusted referrals from our deep industry network, includes rigorous skills assessment that tests real capability, and involves thorough reference checks with people candidates have actually worked for. We’ve hired hundreds of professionals across growth functions over 20 years, and we know what separates real talent from good interviewers.
What roles do you help fill?
While marketing is our primary specialty given our team’s background, we help firms hire across all growth functions, including sales leadership, product, operations, business development, and more.
How long does your search process take?
Our timeline depends on role seniority and market conditions. Most searches run 60-90 days from kickoff to offer acceptance, but we always prioritize quality over speed.
Can Intention.ly provide interim role coverage while we search?
Yes. We offer fractional marketing and operations leadership to maintain momentum during your search process to keep things running smoothly while you find the right permanent hire.
Build a Team That Delivers Results
Stop wasting time on candidates who interview well but can’t execute. We’ll work with you to identify the right fit for your needs and connect you with proven talent from across the financial services industry.