A premier wealth management firm has relied on Yoh as a trusted partner to support its fast-growing business. Since the inception of our partnership, Yoh has provided over 2,000 financial and technical professionals, as well as direct support to over 350 hiring managers across multiple disciplines within the organization. By delivering top-tier talent and seamlessly integrating with the company’s hiring strategies, Yoh has solidified its role as their client’s most trusted vendor partner.

In 2023, Yoh’s partnership was instrumental in executing a high-impact client initiative - the migration of 15,000 nationwide advisors onto the company’s Microsoft Exchange server. This complex, large-scale project was successfully completed, preventing a potential $10 million fine from FINRA and reinforcing the company’s compliance and operational efficiency. Our team’s ability to navigate technical challenges and coordinate across multiple teams showcased our adaptability and expertise in handling mission-critical projects.

Key areas of Yoh’s long-standing client support include:

• Technical Project Execution: Delivering expertise to successfully implement large-scale initiatives, such as the Microsoft Exchange migration.
• Strategic Hiring Solutions: Providing highly skilled talent across various business functions to meet the client’s evolving needs.
• Recruitment Efficiency: Introducing a dedicated national recruiting team to enhance the hiring experience for managers and candidates.

Yoh remains committed to delivering innovative solutions and strengthening our partnership with our long-standing client. Our team is dedicated to tackling complex project demands with precision, ensuring our client has the right talent in place to achieve its strategic goals. We look forward to continued collaboration, problem-solving, and long-term success.

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