Asset Management
Asset Management Talent Is Harder To Find
While there may be an increase in displaced executives, the challenge is engaging world-class talent who can provide the vision and operational experience to guide your growth. In this environment, it takes discipline to distinguish among those who have the right qualities and perspective from those simply looking for their next opportunity.
Having served asset managers through numerous market cycles, we have the experience to help firms navigate across unpredictable terrain. As a trusted partner, we help clients analyze their businesses and identify the competencies required to address each new challenge. Our process-driven approach helps you build a team equipped to manage through uncertain times.
Board of Directors
Building A Stronger Board
To build a better board, firms need directors with more industry expertise. Challenges from new regulatory oversight and the fiduciary rule are forcing boards to address a heightened level of scrutiny. As important, investment industry firms should consider refreshing their boards to reflect the gender and racial diversity that reflects their clients.
We partner with companies to identify and assess a diverse range of directors whose capabilities can strengthen a board or transform a leadership team into a strategic advantage for the business. Our disciplined process delivers candidates customized for each board assignment and are benchmarked against a specific need.
Brokerage
The Brokerage Industry In Transition
The brokerage industry is restructuring to adapt to a new era of complexity and competition. Enhanced regulatory scrutiny, the DOL Rule, and the pressure to scale to gain efficiencies are prompting brokerages to reassess their business models from top to bottom.
With so much change taking place, organizations need to ensure they have the right talent in the right places. Brokerage firms are facing a critical need for strategic leaders cognizant and focused on the client’s needs and the importance of the fiduciary mandate.
To flourish in today’s marketplace, broker dealers must have a team in place that can develop and execute a new vision within this regulatory framework. We work with companies to find those executives who thoughtfully see past the curves and who can anticipate and drive their firms toward the business opportunities which lie ahead.
Wealth Management
Wealth Management Is In Growth Mode
The wealth management industry is emerging as one of most dynamic sectors of the investment industry. RIAs, financial planners, wirehouse teams, trust companies and private banks are partnering and merging. They’re coming together in response to client growth, leverage their combined infrastructure, competitive pressure from low-cost robo-advisors and a growing shortage of industry specific talent. With an estimated 18,000 professionals expected to exit wealth management in the next 10 years, sustainable firms must be proactive to establish and act on a defined talent strategy.
This creative destruction is forcing organizations to rethink their strategic priorities and talent needs. To grow, wealth managers need to determine when they will be better served to bring in talent from the marketplace and when to develop capabilities from their internal team members.
Our experience and extensive network of relationships in the wealth management business can help you define your human capital strategy. We engage the professionals who can fulfill your succession plan and take your business to the next level. We work with firms to define their growth story and articulate the message directly to the executives and managers up to the challenge.
Investment Consulting
Institutional Investment Consultant Industry Needs Impact Players
Institutional Investment Consulting is now a mature industry. Over the past few years, the number of top-tier consultants has been reduced to just a handful of prestigious firms. Many of these visionaries are now preparing to wind down their careers.
Finding professionals who can succeed these distinguished leaders is a significant challenge facing the industry. In some instances, it’s important to consider promising executives from outside the community who can step into leadership roles and fill the talent gap.
We have worked with institutional investments consultants for years and recognize the diplomacy necessary to present compelling opportunities to executives in such a tight-knit community. We have the expertise to identify and attract those who possess the vision, expertise, and experience to become tomorrow’s industry leaders.
Fintech
Fintech Needs Industry Veterans
Fintech will remain a disruptive force within the investment industry for the foreseeable future. The accelerating transformation from analog to digital means that every segment of the investment industry will be challenged by new thinking and technology.
To pursue their mission, fintech firms need more than just innovative technology. They need well-respected executive as well senior managers who understand their vertical market. Fintech firms must be able to attract professionals with deep domain expertise who can establish industry credibility and win over incumbent firms in their space.
For more than two decades, we’ve helped our technology clients engage executives across the investment industry. Our nationwide network and proven process helps fintech firms evaluate and champion those executives willing to take on greater risk and potentially greater reward working for a company early in its development.