Outplacement Services for Financial Services Organizations
Workforce changes in financial services carry heightened risk. Employees manage regulated activities, client relationships, and sensitive information. Transitions often happen under scrutiny, where communication, discretion, and speed matter.
Relevante delivers compliance-aware outplacement services that help financial services organizations support impacted employees while protecting reputation and reducing disruption across banking, insurance, and investment teams.
Why Financial Services HR Teams Choose Relevante
Financial HR leaders need an outplacement partner who understands urgency, regulation, and accountability in a high-stakes environment.
100% placement guarantee for Professionals
Fixed pricing with guaranteed placement outcomes
Deployment within 24 - 48 hours
Simple onboarding with immediate program activation.
1:1 Coaching for Every Participant
Personalized support, not a call-center model.
Built for Financial Services Transitions
Financial services workforce transitions are complex. They often involve regulated roles, licensed professionals, client-facing responsibilities, and confidentiality requirements.
Relevante’s delivery model is designed to support organizations navigating restructures without compromising compliance, brand trust, or operational continuity.
Financial Services Challenges We’re Built For
Regulated Roles
Messaging discipline and documentation awareness.
Client Relationship Sensitivity
Transitions involving books of business and trust.
Reputation Risk
Discretion and confidentiality in competitive markets.
Role Coverage Across Financial Services Organizations
Banking & Lending
Branch leadership, underwriting, credit, treasury, risk
Insurance & Brokerage
Claims, underwriting, actuarial, customer operations
Investments & Market
Investment support, research, operations, portfolio teams
Corporate Functions
Finance, accounting, audit, compliance, HR, analytics
Technology & Risk
IT, cybersecurity, data governance, operational risk
Why Choose Relevante
Relevante is built for Financial organizations that need a modern outplacement partner combining empathy, execution, and predictable economics.
1:1 coaching throughout the transition
100% placement guarantee
Fixed pricing through placement
Rapid deployment within 24 - 48 hours
Clear visibility for HR and leadership from start to finish
Contact Details
Testimonials - Financial Industry
Kendrick S.
Application Support Analyst
Relevante helped me update my résumé and taught me negotiation and interview skills that I was able to use immediately to land my next job, which I now have. If you want to significantly increase your chances of finding your next job, Relevante can help you do it.
Leah D.
Holocaust Council Coordinator and Administrative Assistant
I began working with Relevante after I was laid off from my job in June. They walked me through the process they use to get people placed and explained everything perfectly. They helped me overhaul my LinkedIn profile and my resume. They also taught me how to write an effective cover letter as well as crucial interview skills. They were with me throughout the entire process of me applying and interviewing for my current job. With their help, I applied, interviewed, and was hired within one month in a job in my field. I owe my success to Relevante showing me how best to market myself. Thank you for all of your hard work, Relevante!
Erik H.
Product Marketing Specialist
This was my first experience with outplacement services, when my position was eliminated due to a department restructure. Relevante was there for me immediately to help motivate me and get me back on my feet, providing the advice and the practical assistance I needed to land an offer for a new position at a new company within 30 days. Relevante's first steps were setting me up with some interview advice and practice to help me become more comfortable interviewing in case a position I had already applied to got back to me. We then turned our attention to my resume and used the principles of storytelling to pull out the actual impact that my position made on the company's goals that I had worked for. With a new resume and interview skills in hand, we developed my LinkedIn presence and helped extend my connections and network by over 100 new connections in the month time. With my professional presence established, I was prepared for the series of interviews for multiple positions that I received and was able to successfully land an offer with one of these companies in less than 30 days of unemployment. Thanks to Relevante's help, I am proud to say that I exceeded my own personal goals and am excited for my next chapter and will recommend Relevante to anyone who needs that career help!
Meredith M.
Director of Compliance
I was connected with Relevante after I was laid off. I wasn’t sure what to expect but can easily say my expectations were exceeded. Relevante assisted me with updating my LinkedIn profile, my resume, and provided valuable insight on ways I could navigate through this trying job market. Thanks to Relevante's guidance and valuable insight, I went from receiving auto rejections or no responses to my applications to increased activity, which led to many interviews with various organizations. I would recommend Relevante to anyone in transition or looking to level up their resume and professional profile.
Kelly S.
Director Payment Operations
Working with Relevante was an outstanding experience. They provided valuable insights and expert advice, always with a clear and thoughtful approach. Their willingness to help was invaluable. I greatly appreciated their professionalism, empathy and ability to collaborate effectively. Relevante’s support has had an impact, and I would highly recommend them to anyone seeking a knowledgeable and dependable partner. Thank you for all your support!!
Outplacement Services FAQs
Q: How do we get started with Relevante’s Outplacement Services?
A: Simply schedule an intro meeting with us. We’ll learn about your company, explain our services, and answer any questions. Then, we’ll execute a Services Agreement via DocuSign to begin.
Q: Is there a cost to put the agreement in place?
A: No. There are no setup fees, minimums, or ongoing costs. You only pay when an employee is onboarded and accepts our services.
Q: How quickly can we begin onboarding employees?
A: We can onboard displaced employees within 24-48 hours of executing the Services Agreement.
Q: Is this service available to companies of all sizes?
A: Yes. We support small businesses, nonprofits, and large enterprises alike-whether you’re referring one person or handling a larger reduction in force (RIF).
Q: Is there a minimum number of employees that must be referred monthly or annually?
A: No. There is no minimum referral requirement to establish an agreement with Relevante for Outplacement Services. Additionally, there are no ongoing fees simply for maintaining an agreement with us.
Q: What services are included for employees?
A: Resume writing, LinkedIn optimization, interview preparation, job application coaching, offer negotiation, and more-all delivered 1-to-1 by Certified Career Coaches.
Q: How are employees matched with a coach?
A: We match them based on industry, job level, and career goals to ensure personalized and relevant guidance.
Q: What industries and employee levels do you support?
A: We provide Outplacement Services across all industries and support employees at every level, from entry-level to executive leadership.
Q: How long do you work with each employee?
A: We work with every employee until they land a new job. No matter how long it takes.
Q: How frequently are coaching sessions held?
A: Weekly at first, then adjusted based on the employee’s progress and preferences.
Q: How are sessions conducted?
A: Sessions are held via Microsoft Teams video or phone call. Additional communication is done via email.
Q: Do you offer services in all 50 U.S. states?
A: Yes, we support clients and employees in every U.S. state.
Q: Do you provide international services?
A: Yes. We serve U.S.-based employers with global employees, except in countries where U.S. law prohibits it.
Q: How is pricing structured?
A: Our pricing is fixed per onboarded employee and includes all services until the employee finds a job.
Q: Are there discounts for nonprofits?
A: Yes, we offer discounted pricing for nonprofit organizations.
Q: Are there any ongoing fees?
A: No. You’re only billed when an employee is onboarded and chooses to participate.
Q: How do Outplacement Services affect unemployment costs?
A: Every week an employee collects unemployment draws against your reserve account, potentially raising future premiums. We reduce job search time, which can lead to meaningful savings.