The Anderson Search Group | March 2026 Updates
What Wealth Management Teams Are Facing And What That Means for Hiring
Wealth management has always been a relationship-driven business. But today’s environment is testing even the most seasoned teams.
Market volatility, client hesitation, cultural shifts, and a changing workforce are colliding at the same time. For firms that want to grow, protect client relationships, and maintain performance, the solution is better hiring.
Why Bank CEOs Are Leading the
AI Change
With the rapid adoption of advanced AI, including generative and agentic AI, more bank CEOs are putting themselves firmly in the driver’s seat.
According to a recent Boston Consulting Group survey, 70% of bank CEOs say they are the primary decision makers for AI within their organizations. More than half (54%) admit their job stability depends on getting AI strategy and investments right. On average, they are spending nearly seven hours a week expanding their AI knowledge.
You Don’t Need a Leadership Title to Earn a Leadership Role
One of the biggest misconceptions about career advancement in banking and wealth management is that you need formal management experience to land a leadership or management role. Many high-performing advisors and bankers hesitate to pursue promotions because they’ve never had direct reports or an official “manager” title.
The reality is that most employers don’t hire leaders based solely on headcount responsibility. They hire based on leadership behaviors.
Why Bank CEOs Are Leading the AI Change
With the rapid adoption of advanced AI, including generative and agentic AI, more bank CEOs are putting themselves firmly in the driver’s seat.
According to a recent Boston Consulting Group survey, 70% of bank CEOs say they are the primary decision makers for AI within their organizations. More than half (54%) admit their job stability depends on getting AI strategy and investments right. On average, they are spending nearly seven hours a week expanding their AI knowledge.
You Don’t Need a Leadership Title to Earn a Leadership Role
One of the biggest misconceptions about career advancement in banking and wealth management is that you need formal management experience to land a leadership or management role. Many high-performing advisors and bankers hesitate to pursue promotions because they’ve never had direct reports or an official “manager” title.
The reality is that most employers don’t hire leaders based solely on headcount responsibility. They hire based on leadership behaviors.
The Anderson Search Group is a nationally recognized search firm specializing in commercial banking and private wealth, dedicated to connecting organizations with high-impact talent across the country.
To help firms stay competitive in today’s evolving market, The Anderson Search Group developed this compensation guide to give employers clear insight into current pay trends. With the right data, organizations can make informed adjustments that support both talent retention and effective hiring strategies. This exclusive report brings together in-depth market intelligence across commercial banking and private wealth—and is available for immediate download.
The Anderson Search Group is a nationally recognized search firm specializing in commercial banking and private wealth, dedicated to connecting organizations with high-impact talent across the country.
To help firms stay competitive in today’s evolving market, The Anderson Search Group developed this compensation guide to give employers clear insight into current pay trends. With the right data, organizations can make informed adjustments that support both talent retention and effective hiring strategies. This exclusive report brings together in-depth market intelligence across commercial banking and private wealth—and is available for immediate download.
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.
For Clients –
Successful Candidate Onboarding
Prior to your start date, review this video designed to accelerate your on boarding process and quickly establish rapport and credibility. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Watch Now
For Candidates –
Your First 30 Days
Prior to your start date, review this video designed to accelerate your on boarding process and quickly establish rapport and credibility. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Watch Now
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.
For Clients –
Successful Candidate Onboarding
To secure and retain top talent in your organization, review these specific tips for successful candidate on boarding. We are pleased to offer this video to our clients and candidates as a part of our search process. Watch Now
For Candidates –
Your First 30 Days
Prior to your start date, review this video designed to accelerate your on boarding process and quickly establish rapport and credibility. We are pleased to offer this video to our clients and candidates and is part of our search process. Our recruiters are always available as a resource to you. Watch Now
