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Jan Richards originally from Boston attended Boston University before joining an investment firm as a Client Service Associate. After several years supporting Private Wealth Advisors, Jan got her big break from Bear Stearns and was hired as a Financial Advisor in their Private Client Group. Richards was later recruited to Morgan Stanley as a Vice President in Private Wealth before moving on to her next challenge.

That challenge was a seamless transition recruiting talent for large investment firms. Richards worked for many years with Agencies in Boston, Manhattan, and Chicago assisting Hiring Managers at Asset Management and Management Consulting firms in need of great talent in the following areas before founding her own firm; SearchGroup500.

CFA’s | Research Professionals | Client Service Professionals | Operations | Fund Administration | Performance | Investment Associates | I Banking | Compliance | CAIA | Alternatives | Prime Brokerage | Management Consulting | Relationship Management | Due Diligence | Quants | Wealth Management | Certified Financial Planners | M&A | Fixed Income | Sales Managers | Internal/External Wholesalers | Senior Consultants |

Although Richards was extremely successful as a Recruiter, she also had a front row seat to firms that only hire talent from top schools with above average GPA’s and other unrealistic standards. Richards is also concerned about the lack of diversity at most firms and actively advocates for diversity and inclusion. Jan also donates her time to colleges around New England speaking to students about the power of LinkedIn. This is what lead Jan to create a service that assists all talent!

PlayBook500 is a unique service for all talent frustrated with traditional job search methods.

Visit our PlayBook500 page for more information.

Donna M.

Donna M. Kelly

Registered Compliance Professional 
August 15, 2020, Donna M. was a client of Jan's

It has been a while since I last undertook a job search, and Playbook Services provided tremendous strategic assistance. The networking benefits, especially from intensive LinkedIn training, were absolutely critical to me developing my professional network. Jan takes the time to understand her client’s needs and objectives and is collaborative in building and executing a custom plan towards the end goal! Thank-you Jan! I am really happy with the results and enjoyed working with you.

-Donna Kelly

Austin Bucceri

Austin Bucceri

Senior Consultant in Performance Improvement - Wealth & Asset Management at EY
June 26, 2020, Austin was a client of Jan's

Working with Jan was a pleasure. For anyone who is serious about getting high caliber interviews with a "strategic" approach I'd suggest reaching out to Jan. Jan is not only a career coach but a mentor and a friend. She is not afraid to tell it how it is either which is critical for achieving success in the interview process. One thing that separates Playbook from other services is the fact that Jan is always available and her approach to using LinkedIn and other Playbook related sources leads to successful outcomes; it all comes down to the client experience. I recall countless times where I needed her to "prep" me for an interview on short notice. With these situations I'd give her a call and even if she is on the treadmill at 9:30pm she'll answer, stop what she's doing, and prep you with everything you need. I worked with recruiters in the past and from my experience working with Playbook engendered so many more opportunities.

Michael WU

Michael Wu

Senior Equity Research Analyst at CastleArk Management LLC
March 29, 2020, Michael was a client of Jan's

I connected with Jan after seeing her post on how to make simple but effective changes to one's profile. I had reached out to her in an effort to make my LinkedIn profile more professional. She responded to my message within minutes and we were on the phone shortly thereafter. With just a quick call, Jan made recommendations on beefing up and trimming down my About and Experience sections, pruning connections, posting a cover picture, and showed me an example of another client's profile as a frame of reference. I recommend a quick call with Jan on how to improve your LinkedIn profile even for people not actively looking for new opportunities.

Danielle Murray

Danielle Murray

Executive Assistant At the Trustees of Reservations
February 24, 2020, Danielle was a client of Jan's

For anyone who has been to a traditional staffing agency to find a new opportunity and ended up frustrated, should reach out to Jan Richards. Her personalized approach has changed the rules. After meeting with multiple Recruiters in Boston, I was referred to Jan and her PlayBook business. It is a definite game changer. It starts with a form of “re-branding”, including a resume refresh and LinkedIn makeover. However, being shown how to really utilize LinkedIn is what made the difference. Once a potential role is identified, Jan will work with you no matter what time of day or night coaching you to the finish line. PlayBook cares about the cultural fit as much as the firm. Working with Jan and her PlayBook business model gave me the knowledge, insight and confidence to navigate and secure the perfect position. If you are just beginning your job search or are already frustrated with recruiters who do not have your best interests in mind, reach out to Jan. You won’t regret it.

David DeFronzo

David DeFronzo

Valuation Associate - Complex Financial Instruments at Grant Thornton LLP
December 24, 2019, David was a client of Jan's

Jan’s process through her playbook program helped me identify the career path I was looking for. It opened me up to positions I wouldn’t have thought of or had access to without her help and guidance. I highly recommend any young professional who is just starting out, any experienced professional at a crossroads, or any industry veteran looking for a change to have a conversation with Jan.

Torianio

Torianio (Tory) White

Oncology Sales Specialist at Fortovia Therapeutics
April 20, 2020, Torianio (Tory) was a client of Jan’s

Jan was fantastic! I was looking to explore new sales opportunities within the biotech/pharmaceutical space and was connected with Jan as someone that could give me the professional makeover that I needed. Jan was helpful in recommending and making changes and updates to my resume. Jan worked with me to ensure that my LinkedIn profile had more of a professional look and feel to it. When it came time interview Jan was there to assist in preparing for interviews and provided feedback. By utilizing Jan and her services I was able to secure a new role within the biotech sector.

peter

Peter W. Slavin

Director at Mercator Advisory Group
March 26, 2020, Peter W. was a client of Jan’s

Jan was truly remarkable to work with. The amount of contacts Jan has across multiple industries is astounding. Jan was able to provide deep subject matter expertise and support during my job search. We spoke on a regular basis which assisted with my focus on my search and her advice and counsel was invaluable. Playbook is a highly effective and unique approach for reaching many potential employers in a short amount of time. Unlike an "Agency Recruiter" Jan sits on the same side of table as you. She has flexible hours including weekends by appointment and will work around your schedule as needed. She also assisted me with how to best utilize LinkedIn and how to build a relevant and robust network. I would recommend Jan and her Playbook service to anyone who is looking for a new opportunity.

Larry Bardsley

Larry Bardsley

Senior Endowment Investment Accountant at Boston College
February 29, 2020, Larry was a client of Jan’s

After searching for a position for six months and feeling I was getting nowhere, I signed onto Jan's Playbook program. Her assistance with making my resume more concise, and with updating my LinkedIn profile, was very helpful. She also was there to bounce things off, related to networking, interviews and the general approach to a job search. I finally landed a role and Jan was a big help in getting there. Jan's Playbook program is an excellent value and I highly recommend her to anyone who is searching for a job.

Eugenio Martinez

Eugenio Martinez

Senior Paralegal at Axcella
October 21, 2019, Eugenio was a client of Jan’s

In this day in age being busy at home and at work with time being so limited it doesn’t give you much time to prepare for the rigorous process on searching for a career opportunity. Jan’s Playbook strategies provided the appropriate guidance and advice to prepare me for the vigorous search. She provided an unbelievable service by restructuring my resume, LinkedIn, and mock interviews. Her flexibility allowed me to connect with her late in the evening after I was done working and preparing my kids for their next day at school. We had several discussions before and after every interview. Initially she reviewed my thank you notes until I became a pro on drafting Thank you notes. She is one of kind and I wouldn’t trust anyone else with my career. I’ve recommended her to dozens of people and continue to do so. One of a kind career coach!

SuzanneBrown

Suzanne Brown

Multi-Talented Administrative Professional
November 1, 2018, Suzanne was a client of Jan’s

I hired Jan through her PlayBook service which resulted in my LinkedIn profile getting noticed and potential employers reaching out to me directly. My new profile is robust and professional and Jan also worked with me on how best to use the platform. I have also been contacted by a number of Recruiters; however, Jan's service eliminated the need for me having to work with anyone else. Jan is very connected and has inroads at most investment firms in Boston and once you become a PlayBook client she will work as your advocate. Jan has really created a service that nobody else offers and it works extremely well. If you are conducting a search and want to avoid the traditional staffing route, reach out to Jan. You will not be sorry!

Jennifer

Jennifer Stickney

Wealth Advisor at One Charles Private Wealth
October 25, 2018, Jennifer was a client of Jan’s

I worked with Jan and she is hands down the best Recruiter I have ever worked with. Jan kept me on her radar for several years until the right opportunity came up. She was available almost 24/7 including weekends. Jan prepared me for my interviews and also listened to what I had to say after each meeting. She collaborated with me to write well-crafted follow up notes and also with salary negotiation. Jan is an all-around full service professional who can not only find you an outstanding opportunity but her PlayBook service will help you with your professional brand. After working with Jan everything changed. I highly recommend her to find you a new opportunity or to help you with your resume and LinkedIn profile!

Jane Freeman

Jane Freeman

Staff Accountant at True Fit Corporation
September 25, 2018, Jane was a client of Jan’s


Jan was extremely helpful during my job search. She helped me reconstruct my resume and LinkedIn profile to be more appealing to companies. More importantly, her coaching and interview techniques improved my ability to talk about myself with confidence, ask the right questions and use effective follow up techniques. I highly recommend Jan to anyone looking to make a career change!

James Line

James Line

Client Service Associate at GW&K Investment Management
April 18, 2018, James was a client of Jan’s


I recently worked with Jan and would highly recommend her to anyone looking to make a change. Jan helped me with every step, from identifying my goals, finding potential opportunities and then preparing for interviews. Her attention to detail and industry knowledge proved invaluable. I also appreciated that she made herself available at short notice on multiple occasions to strategize and answer questions. All in all, I consider myself very fortunate to have worked with Jan

Alissa Walker

Alissa Walker

Investment Banking Analyst at Covington Associates
November 12, 2017, Alissa was a client of Jan’s

 
When I partnered with Jan in my recent job search, everything changed. I went from applying to jobs on the internet with a marginal response rate, to getting three interviews with very prestigious firms in one day!

I felt from day one Jan always had my best interest and truly wanted me to succeed. She was always available via text, email, phone any time of day and would always call me right away with any revelations in my applications. One of my favorite attributes about Jan is her honesty, she's a straight-shooter and would never sugar coat things.

I would recommend Jan to both job applicants and employers due to her expansive network in Boston. I have never worked with a recruiter like Jan - most of the recruiters in the Boston area rely on cold-calling, and aren't able to offer you multiple options. Jan's offerings were very dynamic, and she helped me talk through the pros and cons of each open position and company, again, very honestly.

I will be starting at my new firm shortly, thanks to Jan, and I couldn't be happier!

Rohit Chhokar

Rohit Chhokar

Business Development Representative at Guaranteed Rate
July 22, 2016, Rohit was a client of Jan’s

 
Jan being from the East Coast is a real straight shooter. She is unlike any other recruiter I have ever worked with in the past. She went above and beyond to help assist and guide me to the right career path. I would recommend Jan to anyone needing assistance finding a job. Truly a pleasure to work with her.

Ryan Tankersley

Ryan Tankersley

VP of Operations at Wellington Management
February 8, 2016, Ryan was a client of Jan’s


Jan is a very knowledgeable and strategically assertive recruiter that does a fantastic job of matching her clients with the proper company. I would recommend Jan for anyone who is looking to work with a really talented and professional executive recruiting agency.

Henry Pynchon

Henry W. Pynchon

Vice President, Project Delivery at State Street
August 13, 2015, Henry W. was a client of Jan’s


I have known Jan for close to six years and worked collaboratively with her on several occasions. Jan is passionate, focused and driven to work with her clients to achieve results. Jan's insights and advice helped me understand how to market myself and identify where I can be a key contributor, but also challenged me to consider what characteristics contribute to my professional worth. In addition, Jan helped me overhaul my CV and introduced me to LinkedIn and how to use it to showcase my personal brand. Jan is a consummate professional, a joy to work with, and I recommend Jan to anyone who needs career advice or job placement.

David Rittner

David Rittner, CFA

Fixed Income Portfolio Analyst at Wellington Management
July 8, 2015, David was a client of Jan’s


I would highly recommend Jan to anyone who is seeking advice on making a career move in the investment management industry. She is an incredible resource to use when preparing for interviews and negotiating compensation. With her tips, she gave me the confidence to go into an interview knowing what questions to ask and how to respond to tough questions. Jan is very professional and always makes herself available if you have a question, even at night and on the weekends. She is truly an invaluable help in your interview process.

Steve Kaplan

Steve Kaplan

Principal, Head of US Client Service at Partners Capital
April 2, 2015, Steve was a client of Jan’s


Jan is a true professional and was an outstanding coach throughout my entire job search process. She was able to make the experience very personal, which was important to me as someone without much experience interviewing. Jan was committed to being available at virtually anytime I had questions, and was instrumental in all facets of the interview process. She strongly emphasized preparedness by setting up one-on-one prep calls the evening before each interview, where she provided a wealth of support, insight, and armed me with countless questions to ask as well as ones to prepare to be asked. Even after the interviews, Jan was very interested in my thoughts and feelings about how the conversations unfolded - making sure to jot down notes and reference them later on. Most importantly to me is the unwavering honesty and transparency that Jan has displayed from the first day I spoke with her, through today. She made me feel very comfortable, positive, and self-assured, in an otherwise daunting situation. I would not hesitate to recommend Jan to anyone looking to take the next step in their career.