The work behind the work.
Running a team in financial services means balancing the work your clients see with everything that makes it possible.
- Compliance-heavy environment
- Local finance talent is expensive
- Accurate, timely reporting is critical
- Client relationships must scale
Who would make the difference?
Explore the responsibilities and experience behind each role, then decide where your team needs support.
A search that starts with understanding.
Your workflows, your standards, and your working hours shape the shortlist.
- Accuracy-focused vetting
- NDA and confidentiality protocols
- Experience with QuickBooks, Xero, and financial CRMs
- Compliance awareness (SOX-adjacent, KYC, AML basics)
Tell us about the role and what a good working relationship looks like.
Then, you meet.Review a vetted shortlist and interview the people you want to get to know.
From there, we support.Hire with no upfront fee and a lifetime replacement guarantee.
RIA cut back-office cost 55%
A registered investment advisor with $400M AUM replaced two local ops seats with three remote hires from RealHires: a bookkeeper, an ops manager, and an EA. Total monthly cost dropped by more than half.
55% lower back-office cost, cleaner month-end close, EA reclaimed 15 hours/week for the CIO.
Before you take the next step.
Are your hires compliance-aware?
Yes — every financial-services placement completes compliance-awareness onboarding around confidentiality, data handling, and basic KYC/AML concepts.
Which platforms do they use?
QuickBooks, Xero, NetSuite, Redtail, Salesforce Financial Services Cloud, and standard payroll platforms.
Can they handle client-facing work?
Yes, in support roles. Advice and licensed work stays with your licensed personnel.
What's the cost?
$1,800–$5,000/month depending on role, vs. $50K–$120K/year plus benefits locally.
How fast?
3-day shortlist, typical placement within a week.
