Location: New York
About Siegfried Advisory
Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business.
We help Peopletransform themselves into better Leaders to exponentially improve their Lives.
Company Overview
Siegfried Advisory (“SA” or “the Firm”) is a financial and tax advisory Firm focused on helping transformative leaders such as entrepreneurs and high-net-worth individuals maximize their growth and wealth potential. We help growth-oriented leaders create more professional and personal freedoms in their lives by helping to clarify their vision of success through leadership advisory. When clients engage in both financial and tax advisory services, they can achieve exponential success by making more informed decisions that impact their business and personal lives. We help interested people transform themselves into better leaders to exponentially improve their lives.
Siegfried Advisory is a unique career choice, and we invest deeply in our people and believe in their potential. We have an exclusive group of talented professionals who are all ambitiously committed to continuous growth, personally and professionally. Our client-facing Professionals are helping leaders at growing entrepreneurial companies with their most important work and transforming themselves along the way, while our Operations team is thoughtfully working on the business and helping to grow our Firm with purpose.
The investment and expectations of a career at SA are high because the reward of what we offer is even higher. We value and acknowledge the hard work of our employees in many ways, including competitive base salaries, energizing incentive compensation plans, career enhancement opportunities, and our hallmark MY Journey® program. Additionally, we offer a comprehensive benefits package that encompasses a wide range of offerings, including robust healthcare coverage, dental and vision plans, generous PTO, a 401k plan with employer match to support your financial goals, a profit-sharing program that allows you to share in the success of our organization, and unique allowances that nurture your physical, emotional, and spiritual well-being.
The Firm serves two distinct audiences who have different needs, operating environments and levels of complexity across three service lines, using Leadership Advisory to build strong relationships and gain clarity around our clients’ needs and challenges.
Who We Serve
Entrepreneurs and Growth Stage Organizations
Entrepreneurs
- High net-worth (HNW/UHNW) individuals and families
- Family offices
- Small and middle market businesses
- Small/medium-sized PE Firms and their portfolios
Large Enterprises
- Fortune 1000 companies
- Large public and private organizations
- Organizations executing major initiatives
What We Do
Financial Advisory
Tax Advisory
Tax Resourcing
Position Summary
Reporting to the Recruiting Director of Siegfried Advisory, the Recruiting Manager is responsible for successful execution of the Firm’s recruiting strategies and hiring goals. The Recruiting Manager strives to identify, warm, and recruit interested Siegfried Advisory candidates, while infusing foundational Leadership Advisory concepts throughout the process. They ensure an exceptional, compelling recruiting experience for all stakeholders, including candidates, candidate sources, and the recruiting team to fuel long-term growth.
This role will help build and evolve Siegfried Advisory’s recruiting function, transitioning from a predominantly agency and Referral Appreciation Program-driven model to a more balanced approach (in non-Tax Resourcing areas) incorporating direct sourcing, disciplined process execution, and proactive pipeline development across Financial Advisory Services, Tax Advisory Services, Operations, and Leadership roles.
Essential Functions & Key Responsibilities
- Management of the recruiting process beginning with the first interaction for each candidate.
- Ensure we are always recruiting and building genuine, meaningful relationships with potential candidates and business development contacts.
- Identify, engage, and recruit high-caliber professionals aligned with Siegfried’s High-Performance Model and cultural expectations.
- Oversight and management of scheduling candidate connections, including screenings, interviews, closings, and pre-pipeline warming efforts.
- Seek to understand candidates’ motivation for engaging in our interview processes by asking thoughtful questions to ensure they are aligned and inspired by what SA has to offer.
- Develop, coach, and hold accountable the Siegfried Advisory Recruiting Coordinator(s) to deliver at a high level.
- Ensure an exceptional candidate and stakeholder experience, with a focus on responsiveness, professionalism, and follow-through.
- Identify and build relationships with strategic Agency Partners.
- Prepare and participate in rhythmic strategic and Leadership Advisory focused meetings with Agency Partners.
- Regularly collaborate and lead meetings with internal and external stakeholders to discuss, execute, and improve our recruiting process and long-term recruiting strategy.
- Mentor, coach, advise, monitor, and develop Recruiting Coordinators to achieve their Bigger Future.
- Monitor and report insights while understanding the quantitative measures of the Firm’s key performance metrics, to ensure hiring forecasts are met rhythmically throughout the year.
Supervisory Responsibility
This position supervises the Siegfried Advisory Recruiting Coordinator(s).
Required Qualifications
- Bachelor’s Degree from an accredited university
- 5-10 years of recruiting experience, with demonstrated success in professional services environments, in particular finance, accounting, and tax talent disciplines
- Proven experience recruiting for a broad range of roles, including leadership, advisory, business development, and operational positions
- Showcases an ability to help evolve and strengthen sourcing capabilities as the organization continues to mature its talent acquisition strategy
- Demonstrated ownership of recruiting outcomes, including hiring results, pipeline strength, process effectiveness, and stakeholder alignment
- Strong understanding of financial advisory, accounting, and tax talent markets, including candidate profiles, competitive dynamics, and sourcing strategies
- Proven ability to operate with a strong commercial mindset, aligning recruiting priorities with business growth objectives and talent needs
- Experience building and managing multi-channel recruiting pipelines, including agency, referral, and direct sourcing approaches
- Strong time management, analytical, and problem-solving skills, with the ability to use data and insights to drive decision-making and improve recruiting outcomes
- Demonstrated leadership capability, including setting clear expectations, driving accountability, and developing team members
- Experience mentoring, coaching, and developing recruiting team members, including driving performance and supporting long-term professional growth
- Superior written and verbal communication skills
- Exceptional relationship-building skills, with a passion and demonstrated ability to develop and maintain compelling, trust-based connections with candidates and stakeholders
- Highly organized and detail-oriented, with the ability to prioritize, manage multiple processes simultaneously, and execute with consistency in a fast-paced environment
- Selflessly collaborative, with demonstrated success working across functions in an entrepreneurial, high-expectation environment
- Strong alignment with Siegfried’s culture and values, including fairness, honesty, trustworthiness, respectfulness, flexibility, and a strong work ethic
- Experience using Workday Recruiting, customer relationship management systems, and data analytics tools to support pipeline management, tracking, and process rigor
- Familiarity with modern recruiting tools, technologies, and automation to enhance efficiency, scalability, and insight generation
- Proficiency in Microsoft Office, including PowerPoint, Outlook, and Excel, with the ability to support reporting, communication, and data analysis
- A minimum of 15% travel required, as applicable or requested
- Ability to work nine to ten hours per day consistently throughout the year
- Ability and willingness to work in a Siegfried office as required for an average of four days per week in accordance with SA’s then-current policy (This requirement is subject to change at the discretion of management)
- Availability to work nights and weekends, as needed
- Entrepreneurial spirit and commitment to Firm’s vision
- Strong intangibles aligning with High Performance Model®
FLSA/At-Will Employment
- This position is an exempt position under FLSA.
- This position is and will remain at-will in nature.
- Learn more about our Total Compensation Philosophy and State Specific Information.
Job description provided by The Siegfried Group.
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