JC Trident was created with one goal in mind. We strive to help our clients within the financial services industry grow their business. That's it... if your business is not growing, we are not doing our job!

Our services are offered to firms in three distinct areas:

  • Asset Managers
  • Investment Banks
  • Broker Dealers

Our executives bring  over 25 years of experience within the financial services industry to their clients. This experience ranges from executive search (placing over 600 individuals in the financial field) to distribution consulting (working with dozens of companies to enhance their asset raising efforts) to the field experience of being a retail advisor, wholesaler and sales manager. This unique combination of experience can be found in no other company. We hope to put this experience to work for you and your firm.

Our Purpose

Increase your aum


Get our FREE Report, "Distribution Design and Implementation", to learn the various aspects you MUST consider when dealing with your sales effort. We will also keep you up to date on industry happenings and provide you with various articles of interest.

Looking to make a change?

Are you unsatisfied with your current job situation, or do you like being up to date on exciting opportunities in the industryClick on the link below to sign up for our free newsletter and job openings list. It's the easiest way to stay up to date on the positions we are working on.

Are you winning the war for top talent?

Have you ever hired the wrong person?

Do you feel that you have issues developing the talent already on board?

JC Trident is proud to announce that we are now able to better help in these areas and many more. Click on the link below to find out how JC Trident can help you win the talent war.

Financial industry specialists