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Sr. Recruiter

Company:
CX Institutional LLC
Location:
Plano, TX, 75024
Posted:
July 21, 2025
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Description:

Job Description

Purpose:

The Senior Recruiter is responsible for generating pipelines of qualified candidates, pre-screening, interviewing, and playing a key role in the candidate selection process. This role communicates our Firm’s mission, values and beliefs and tells our story. This role is responsible for achieving recruiting goals through the development of local and national recruiting plans, employing various sourcing strategies and resources as well as developing new, creative recruiting ideas.

Job Responsibilities:

Collaborate with hiring managers to review, revise, and write accurate role descriptions and ideal candidate profiles.

Develop recruiting strategies that generate a pipeline of qualified candidates from a variety of means and sources.

Write compelling ads, presentations, and other forms of communication that appropriately represent the company and our career opportunities.

Effectively articulate information to candidates about our company including mission & values, service, benefits, and career development.

Prescreen candidates to evaluate values and culture fit and eligibility for open roles.

Coordinate with hiring managers to schedule interviews, and guide candidates through the interview process.

Effectively communicate job offers to candidates verbally and in writing.

Administer comprehensive background screening process including reference checks.

Handle notification of candidates not selected for open positions.

Keeping a continuous cycle of recruiting to ensure staffing needs can be met in a timely manner.

Continuously evaluate recruiting strategies to make improvements and adjustments to achieve an efficient and effective process.

Keep well documented files of all candidates including LinkedIn and the ATS.

Ability to recruit candidates nationally through remote means.

Ability to work on several recruitment projects simultaneously.

Track and analyze recruitment metrics to identify areas for improvement and demonstrate effectiveness of recruiting efforts.

Mentor the Talent Acquisition Specialist and share expertise and best practices in recruiting.

Perform other related tasks or projects as needed.

Knowledge, Skills, and Abilities:

Knowledge of financial services industry preferably wealth management channels, roles, etc.

Excellent verbal, written, and presentation skills

Ability to interview using probing questions to extract as much relevant information as possible

Ability to assess candidates’ culture fit, role fit, and professionalism

Ability to galvanize prospects and discover pain points or opportunities

Knowledgeable in reading/interpreting workstyle assessments (DISC, StrengthsFinder, & Working Genius)

Ability to coordinate multiple projects simultaneously

Education: Bachelor's degree in human resources/business management preferred

Experience: 7+ years full cycle recruiting with financial services/wealth management experience

Full-time

Hybrid remote

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