Partheev Shah, Managing Partner and Chief Operating Officer at Zenith Wealth Partners, shared his perspective with Tobias Salinger of FinancialPlanning in the article “When should a new RIA start hiring support staff? It’s complicated.” Shah explained that for Zenith, the decision to hire is “more of an art than a science.”
Rather than waiting for perfect timing, the firm prioritizes bringing in the right person to maintain its client-first service model. He noted that client load and advisor availability are key signals that Zenith is approaching an inflection point for staffing.
Shah also emphasized that cultural alignment is as important as technical skill, with candidate case studies and simulations playing a central role in the firm’s hiring process to ensure strong client service from day one.