Innovations PSI
94942 Mill Valley, CA
Location
San Francisco, CA
Size
2-10 employees
Revenue
Unknown / Non-Applicable
Industry
Staffing and Recruiting
Founded
1985
Premier West Coast Recruiting Excellence
Innovations PSI stands as a leading boutique staffing firm that has been connecting top talent with exceptional opportunities across California for over 25 years. Founded in 1985 and headquartered in San Francisco, this specialized recruiting company has established itself as the preeminent hedge fund recruiting firm on the West Coast, with deep expertise in financial services, technology, consumer products, and professional services industries.
Comprehensive Recruiting Solutions
With three specialized divisions-Executive Search, Direct Hire, and Temporary Staffing-Innovations PSI serves candidates at all career stages, from recent college graduates to C-level executives. The firm's proprietary candidate pool consists of pre-screened, personally interviewed professionals, enabling rapid placement of outstanding talent. Their extensive client network spans from innovative startups to Fortune 500 companies, providing diverse opportunities for career advancement.
Industry Leadership and Market Expertise
- Preeminent West Coast recruiter for asset management and hedge fund positions
- Comprehensive insight on compensation trends, market dynamics, and structural efficiency
- Specialized knowledge in investment banking, venture capital, and private equity
- Proven track record serving California's competitive job market for over 25 years
- Stellar 4.6 Glassdoor rating reflecting exceptional service quality
Career Partnership Philosophy
At Innovations PSI, the focus extends beyond simple job placement to genuine career elevation. The experienced recruiting team works closely with each candidate to understand their aspirations, skills, and goals, ensuring optimal matches with client opportunities. This personalized approach has earned the firm recognition as a trusted partner for professionals navigating California's dynamic job market, particularly in the competitive financial services sector where market knowledge and industry connections are paramount to success.
Mission
To help professional job-seekers elevate their careers by using our wide network of clients that range between "Start-ups" and Fortune 500 companies.
Frequently Asked Questions
Innovations PSI has been actively serving the California market for over 25 years since its founding in 1985, establishing deep relationships and market expertise across the West Coast.
1
Jobs for Innovations PSI in United States
Innovations PSI
Description
Our client is seeking a highly-motivated, dedicated, and detail-oriented professional to join their financial advisory team in supporting high net-worth clients with comprehensive financial planning and exceptional service. This position is ideal for someone passionate about personal finance, client relationships, and continuous learning in a collaborative environment.
Responsibilities
- Collaborating with the firm's team to deliver tailored financial solutions that align with each client's needs.
- Assist in portfolio management operations including trade execution support, account reviews, and data reconciliation.
- Manage client billing cycles with accuracy and ensure timely processing through internal systems.
- Support the planning and execution of educational and outreach events within the local community, representing the firm with professionalism and care.
- Build and refine financial plans using planning tools and software.
- Coordinate and compile reports, meeting materials, and documentation to ensure client interactions are well-organized and impactful.
Qualifications
- Bachelor's degree, preferably in finance, economics, accounting, or a related discipline.
- At least 1 year of experience in financial services, wealth management, or a similar client-facing role.
- Familiarity with financial planning platforms and CRM systems is a plus.
- Experience with portfolio management tools and billing systems is preferred.
- Proficiency in Excel and strong general computer skills.
- Interest in pursuing professional certifications (e.g., CFP) and increasing responsibility over time.
- Strong communication skills, both written and verbal.
- High emotional intelligence, with a client-first mindset and collaborative spirit.
- Organized and efficient, with the ability to manage multiple priorities and deadlines.
- Adaptable to working in a fast-paced, entrepreneurial environment.
Hunter SF
Mission Staffing
3.2 ★
Talently
Ascend Talent Solutions
4.4 ★
Glocap
4.2 ★
INDI Staffing Services
Pop-Up Talent
Staffing Ninja
Pacific Search Firm
Pathways Personnel
