Financial Services RPO Case Study: Filling 48 Critical Technology Roles During a Wealth Management Platform Integration

At a Glance

Category	Results
Industry	Financial Services
Engagement Type	Recruitment Process Outsourcing (RPO)
Duration	6 Months
Positions Filled	48
Roles Supported	Software Engineers, Software Architects, AI/ML Engineers, Technical Project Managers
Vacancy Reduction	35%
Average Time-to-Fill Improvement	18 Days
Recruiter Capacity Returned	650 Hours
Talent Pipeline Built	500+ Qualified Technology Professionals
Offer Acceptance Rate	92%

The Challenge

Following a strategic acquisition, a leading financial services organization embarked on a complex wealth management platform integration initiative. The project required consolidating systems, modernizing technology infrastructure, integrating data environments, and ensuring uninterrupted service for advisors and clients.

The organization faced immediate hiring demands across several highly competitive technology disciplines, including software engineering, software architecture, artificial intelligence and machine learning, and technical project management.

While internal recruiting teams were experienced, the volume and specialization of the required talent created significant challenges.

Key obstacles included:

• Multiple critical vacancies impacting project timelines

• Increased competition for experienced technology professionals

• Limited internal recruiting capacity

• Pressure to accelerate hiring without compromising candidate quality

• Aggressive integration deadlines tied to merger milestones

Leadership needed a recruiting solution that could scale quickly while maintaining alignment with business objectives.

This case study shows how a Financial Services RPO partnership helped a firm accelerate hiring during a major wealth management platform integration.

The Financial Services RPO Solution

Together We Talent partnered with the organization through a flexible Recruitment Process Outsourcing (RPO) model designed to augment the internal talent acquisition function.

Rather than replacing existing recruiters, our team embedded alongside internal stakeholders to create a scalable hiring framework focused on speed, quality, and workforce planning. Through a flexible Financial Services RPO model, Together We Talent expanded recruiting capacity and improved hiring speed without adding internal headcount.

Our approach included:

Dedicated Technology Recruiting Team

Together We Talent deployed specialized recruiters with experience supporting financial services and technology organizations. This ensured a deep understanding of both technical requirements and industry-specific business needs.

Strategic Workforce Planning

We worked closely with hiring leaders to prioritize critical positions, forecast future talent requirements, and build hiring plans aligned with integration milestones.

National Talent Sourcing Strategy

Our team leveraged proactive sourcing techniques, targeted outreach, referral networks, and market intelligence to engage passive candidates across the United States.

Structured Candidate Evaluation

To improve hiring consistency, Together We Talent implemented standardized screening and assessment processes that allowed hiring managers to focus on highly qualified candidates.

Real-Time Recruiting Insights

Leadership received ongoing reporting and market intelligence to support workforce planning, hiring prioritization, and executive decision-making throughout the engagement.

The Results

Over a six-month period, Together We Talent helped the organization build the technology team required to support a successful wealth management platform integration.

Hiring Outcomes

• 48 critical technology positions filled

• 35% reduction in vacancy rates

• 18-day reduction in average time-to-fill

• 92% offer acceptance rate

Talent Pipeline Growth

Together We Talent developed a pipeline of more than 500 qualified technology professionals across software engineering, architecture, artificial intelligence, machine learning, and project management disciplines.

This proactive talent pipeline provided the organization with immediate access to future candidates as hiring needs evolved throughout the integration process.

Increased Recruiting Capacity

By assuming sourcing, screening, candidate engagement, and recruiting coordination responsibilities, Together We Talent returned approximately 650 hours of recruiter capacity to the client's internal team.

This allowed internal stakeholders to focus on workforce strategy, employee communications, organizational integration, and leadership alignment during a critical period of change.

Why the Partnership Worked

Successful hiring during periods of transformation requires more than recruiting support. It requires alignment between talent strategy and business strategy.

Together We Talent's flexible RPO model provided the scalability needed to manage a significant increase in hiring demand while maintaining the personalized service and strategic partnership the organization required.

By combining workforce planning, specialized technology recruiting expertise, and a consultative approach, Together We Talent helped the client accelerate hiring, reduce vacancies, and support a successful integration initiative.

About Together We Talent

Together We Talent helps organizations solve complex hiring challenges through Executive Search, Direct Hire Recruiting, Contract Staffing, Fractional Leadership, Recruitment Process Outsourcing (RPO), and Talent Consulting.

We partner with financial services firms, healthcare organizations, nonprofits, technology companies, and mission-driven businesses to build scalable workforce solutions that support long-term growth.

Talk to an RPO Expert

Facing rapid growth, organizational change, or difficult-to-fill hiring needs?

Together We Talent can help you build a scalable recruiting strategy that aligns with your business goals.

Schedule a conversation with our team to learn how flexible RPO solutions can help your organization attract, engage, and retain top talent.