Summary
Work History
Education
Skills
Timeline
OfficeManager

Darin Dunlap

Lake Saint Louis,MO

Summary

An accomplished Talent Acquisition Professional with progressive industry background and decisive leadership style. Offers strategic planning abilities, experience in change management, and a forward-thinking mindset. Ready for challenges and focused on meeting future demands. Goal-oriented recruiting professional motivated to achieve demanding targets under tight deadlines. Proficient in developing and overseeing diverse candidate pipelines, marketing plans and advertising strategies.

Work History

SENIOR CORPORATE RECRUITER

Wolters Kluwer, Governance Risk Compliance
12.2021 - Current
  • Member of Global Talent Acquisition Team; Governance, Risk, & Compliance Division
  • Full life-cycle recruiter
  • Actively source and identify top-tier talent
  • Roles include technical, executive, sales, and legal
  • Work with multiple Hiring Managers to publish and manage requisitions
  • Identify & manage referral candidates
  • Pre-screen resumes of potential candidates & review them with Hiring Managers
  • Conduct initial interviews with candidates
  • Coordinate interviews between Hiring Managers & candidates
  • Generate & submit offer letters to candidates
  • Manage, order, and complete all candidate background checks
  • Compile manager feedback to provide to candidates when needed
  • Advise on policies & procedures requiring process improvement.

MANAGING PARTNER

Legacy Planning Partners, LLC
10.2018 - 12.2021
  • Legacy Planning Partners grew from the need to help experienced financial professionals who are independent come together to form production and collaborative synergy
  • LPP specialized in helping financial professionals streamline and grow their business by acquiring new clients and talent
  • Successfully recruited over 160 advisors, 31 FMOs, and 17 IMOs to increase production through talent acquisition
  • Established and implemented business procedures and process improvements
  • Directed strategic initiative that improved team productivity by sixty-five%

DIRECTOR OF TALENT ACQUISITION

Smith Moore
02.2016 - 10.2018
  • Streamlined HR efficiencies, coordinated new hire orientations, and provided onboarding and training for new employees
  • Mediated between multiple business divisions to improve communications
  • Devised hiring and recruitment policies for the expansion and growth of the Firm
  • Collaborated with legal and compliance teams to review paperwork, obtain feedback, and procure available information for new training processes
  • Negotiated compensation
  • Structured and executed employment agreements and contracts
  • Acquired four new offices resulting in $7M in recurring revenue
  • Revitalized and developed the entire recruiting process
  • Used human capital analytics and metrics to design actionable strategies for talent programs
  • Managed the full cycle recruiting process from discovery to onboarding

SABBATICAL

Travel
05.2015 - 02.2016
  • My wife and I took time off from our work to travel around the USA.

TALENT ACQUISITION LEAD/OWNER

The Dunlap Group
06.2010 - 02.2016
  • Contract recruitment for eleven independent broker-dealers across the country
  • Specialized in the recruitment of experienced financial professionals as well as senior-level management, legal, compliance, money managers, financial analysts, and financial advisors and advisory teams
  • Worked with C-level and hiring executives regularly
  • Consulted with management teams regarding the development of performance and compensation plans as well as best practices for recruitment and hiring
  • Established consistent language and methodology for talent discussions, development, and succession
  • Managed up to forty requisitions at any given time
  • Reviewed employment applications and background check reports facilitating the hiring process
  • Optimized sourcing networks and used proactive methods to direct source candidates

SENIOR VICE PRESIDENT, DIRECTOR OF RECRUITING

Smith, Moore & Co.
05.2007 - 06.2010
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide solid and sustainable organizational growth
  • Served on the Advisory and Executive Committees
  • Developed and implemented the talent acquisition strategy for attracting experienced financial advisors in a highly competitive market
  • Maintained consistent growth in revenue, contribution margin, operating profit
  • Increased assets under management by $3.2 billion translates into approximately $15 M in recurring revenue
  • From one location, I grew the firm to twelve multi-state offices, taking the firm to regional status within the industry
  • Instrumental in branding the firm within the industry
  • Recruited and trained key Talent Acquisition and Transition Team Staff
  • Responsible for implementation and oversight of all staffing needs for the firm

REGION PRESIDENT

Old Cornerstone Financial
01.2001 - 05.2007
  • Strategically coordinated operations according to objectives and capabilities, effectively allocating resources to meet demands
  • Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits
  • Identified and solved issues with production, workforce, and sourcing to drive business objectives
  • Managed loan portfolio from origination to sale
  • Managed warehouse lines of credit
  • Attended trade shows and client meetings, promoted company brand, and built rapport with prospects and partners
  • Diminished regulatory risks by overseeing underwriting policies and procedures
  • Managed cross-functional collaboration to drive team engagement and keep members on course to achieve demanding company targets

REGIONAL VICE PRESIDENT/EXTERNAL WHOLESALER

Jackson National Life
03.1999 - 01.2001
  • Responsible for a seven-state region (CO, KS, NE, IA, MO, IL, IN)
  • Actively prospected, recruited, and developed relationships with financial advisors and financial firms
  • Expanded region profitably by increasing run rate from $2.9M per year to just over $135M
  • SME on products as well as suitability and product applications
  • Functioned as a key speaker at many annual conferences
  • Mentored other wholesalers
  • Frequently participated with the new product development team
  • Attracted a major private label client, generating $60M in annual revenue through private label product sales

REGISTERED PRINCIPAL

Dunlap, Thurston & Associates
01.1988 - 03.1999
  • Managed the operations of a Registered Investment Advisory practice consisting of 20 Registered Representatives
  • Developed, implemented, and analyzed client securities portfolios and installed and developed group plans including 401(k), SEP/SARSEP, life, and medical
  • Directed and managed all the firm's marketing, compliance, and licensing matters
  • Supervised, recruited, and trained all registered representatives
  • Participated in team-building activities to enhance working relationships
  • Worked with high net worth prospects and clients to understand needs and provide excellent service
  • Exceeded goals through effective task prioritization and a strong work ethic

Education

Bachelor of Science - Finance and Business Administration

University of Northern Colorado
Greeley, CO

Skills

  • Recruitment strategies
  • Interviewing Techniques
  • Full Cycle Recruiting
  • Candidate Pipeline Management
  • Business Requirements Understanding
  • Team Leadership
  • Conflict Resolution
  • Recruitment
  • C-suite executive relations
  • Assessments and qualifications
  • Highly proficient in all Microsoft office applications, applicant tracking systems, and CRMs
  • Global recruitment
  • Full-cycle recruiting
  • Salesforce expertise
  • Industry specialist
  • Pre-screening candidates
  • Documentation and Recordkeeping
  • Job Applicant Interviews
  • Excel spreadsheets
  • Job Offer Negotiation
  • Decision-Making
  • New Hire Training
  • Passive Candidate Engagement
  • Recruitment analytics
  • Recruitment Management
  • Training and Onboarding
  • Full cycle recruiting
  • Talent management
  • Strategic Sourcing
  • Public Speaking
  • Training and mentoring
  • Report Preparation
  • Workforce Planning
  • Compliance regulations
  • Enterprise Resource Planning
  • Cross-Functional Teamwork
  • Employee Relations
  • Onboarding Coordination
  • Human resources policies
  • Salary Negotiation
  • Boolean search
  • Microsoft Office
  • Cold-calling

Timeline

SENIOR CORPORATE RECRUITER

Wolters Kluwer, Governance Risk Compliance
12.2021 - Current

MANAGING PARTNER

Legacy Planning Partners, LLC
10.2018 - 12.2021

DIRECTOR OF TALENT ACQUISITION

Smith Moore
02.2016 - 10.2018

SABBATICAL

Travel
05.2015 - 02.2016

TALENT ACQUISITION LEAD/OWNER

The Dunlap Group
06.2010 - 02.2016

SENIOR VICE PRESIDENT, DIRECTOR OF RECRUITING

Smith, Moore & Co.
05.2007 - 06.2010

REGION PRESIDENT

Old Cornerstone Financial
01.2001 - 05.2007

REGIONAL VICE PRESIDENT/EXTERNAL WHOLESALER

Jackson National Life
03.1999 - 01.2001

REGISTERED PRINCIPAL

Dunlap, Thurston & Associates
01.1988 - 03.1999

Bachelor of Science - Finance and Business Administration

University of Northern Colorado

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Darin Dunlap