Reporting Relationship

Associates may be dedicated to an individual Partner(s) for their primary day-to-day activities or work at the discretion of their Practice Leader and/or Office Managing Partner; depending on workload and business demands, Associates may support multiple Partners across various offices and practices.

Role Overview

The Associate role is designed to support the search process with a particular focus on the early stages of a search: setting search strategies; building target lists; conducting original research to identify potential candidates and networking contacts; initiating contact with candidates and sources; assessing and determining candidates’ degree of fit; and communicating job opportunities in a compelling and clear manner. Once a candidate is qualified, Associates generally refer qualified candidates to the lead Partner on the search for more in-depth interviews.

Associates work in a fast-paced, demanding environment as proactive team players while efficiently managing multiple priorities and deadlines. Associate’s involvement in the search process spans from supporting Partners in business development to enabling the closure of each search engagement through strong project management.

Key Responsibilities:

Best-in-Class Recruiting Processes

  • Effectively manage a substantial number of searches at any given time, ensuring that all are progressing against the stated timetables set by Clients and the Lead Partner.
  • Participate in client launch and progress meetings, typically via the telephone.
  • Based on Client feedback at search launch, develop a “litmus test” or set of key criteria that defines a successful candidate for each search; use this same input to draft a Position Specification for use in the search process.
  • Develop accurate target company lists (based on industry, geography, and other relevant criteria) and accurate target candidate lists (based on desired skills and experiences).
  • Effectively utilize various research databases – both internal and external – to retrieve information on potential candidates, sources, and target companies/organizations.
  • Develop a search strategy and “pitch” that will convey why a particular role is a compelling opportunity.
  • Diligently contact potential candidates and sources, utilizing a variety of communication methods to ensure contact is achieved.
  • Based on background information and live competency-based assessments, accurately assess candidates’ degree of fit with the search’s position description and key criteria.
  • Professionally and persuasively “sell” candidates on new opportunities; demonstrate a well-versed knowledge of the client’s industry and market dynamics.
  • Communicate with candidates and clients in a timely, service-oriented manner.

Internal Team and Project Management

  • Utilize Caldwell’s search database (Encore) to input and retrieve data and to track search progress.
  • Provide direction and information to the Project Coordinator throughout the search process.
  • Regularly update Partners on search progress, raising concerns from market response or feedback if necessary.
  • Support Partner in communicating with candidates and clients throughout the search process.
  • In conjunction with the Project Coordinator, prepare, proofread and distribute correspondence and presentation materials to all parties at each of the appropriate milestones in the search project cycle.
  • Keep abreast of various research resources that could enhance the effectiveness of the research process and delivery.
  • Inform colleagues of trends and developments within a particular company, geography or sector and track market changes that could impact business development, client relationships or search outcomes.

Candidate Criteria

Education and Qualifications

  • Prior recruiting experience is strongly preferred, either from a search firm or as a member of a high performing internal recruiting function.
  • Solid business acumen and an ability to quickly learn new industries, functions and markets.
  • Undergraduate degree in a relevant field (Business/Commerce, Human Resources).

Technical Skills

  • Excellent verbal and written communication and listening skills; ability to effectively communicate across all levels of the organization and to outside parties.
  • Technologically adept, with a high degree of proficiency utilizing software programs and research tools to complete one’s work (Microsoft Office, Encore, Internet/Research Tools, etc.).
  • Strong project management and execution skills.
  • Analytical, creative problem solver with the ability to develop unique solutions to each search challenge.
  • A process thinker who is diligent, persistent and thorough in the execution of the work but can demonstrate flexibility when necessary to meet changing demands.
  • Strong attention to detail.

Personal Characteristics

  • Client focused: consistently executes one’s work and collaborates with team to ensure client satisfaction; exhibits a passion for client service.
  • Team oriented, with an ability to positively contribute to a highly collaborative environment; accepts input and sharing of ideas to achieve common goals.
  • Relationship builder: possesses confidence, presence, character and integrity. Builds trust with colleagues, clients, and candidates.
    Takes accountability for decisions and conducts him/herself in a respectful, ethical and professional manner that represents the company’s interests and standards.
  • Strong multi-tasking skills and an ability to thrive under pressure.
  • Ability to successfully persevere and succeed in the face of adversity.
  • Self-directed working style with a high degree of proactivity and ownership of one’s work.
  • Desire to learn, grow and improve one’s performance.

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