Banking, Wealth & Asset Management
Today, the banking, investment and wealth management space faces greater challenges than ever before. Fee compression, technology for the self-directed investor and increasing regulatory oversight have created a competitive environment where only the best will succeed. We have 30 years of experience helping our clients face a wide array of competitive challenges. We have successfully completed searches for C-level executives and functional specialists for commercial banks, private banks, investment banks, wealth managers, and institutional asset managers.
Executive Management
- CEO, Global Private Bank
- CEO, US Private Bank
- CEO, European Private Bank
- CEO, Asset Management, Division of European Bank
- CEO, Asset Management, Global Diversified Financial Services Firm
- CFO, Independent RIA
- COO, Indie Wealth Management Platform
- Chief Credit Officer
- Head of National Sales, Top 3 Private Client Firm
- CIO, Top 10 Wealth Manager
- CFO Private Bank
- Chief Investment Officer, $2T Wealth Manager
- General Counsel, Wealth Manager
Product/Functional Roles
- MD, Head of Insurance Sales, Global Asset Manager
- MD, Head of Global Product Structuring, Global Asset Manager
- MD, Head of LatAm Wealth Structuring, Global Private Bank
- MD, Head Investment Trust Strategy, Global Private Bank
- MD, Head of US Investment Advisory, US Private Bank
- Head of Marketing, Private Bank
- Head of Regulatory & Compliance, Diversified Financial Services Firm
Portfolio Management, Analyst & Trader Roles
- PM, Derivatives Strategy
- Portfolio Manager, Insurance Fixed Income Portfolio
- Portfolio Manager, Small Cap Financials
- Sr. Buy Side Analyst, Small-Mid Cap Financials
- Senior Sales Trader, Exoctic Derivatives
- Trader, Equity Options Strategy
Sales & Marketing
- Head of National Sales, Top 10 Private Client Firm
- HNW Relationship Manager
- Institutional Sales-Insurance
- Institutional Sales-Endowments and Foundations
- Institutional Sales-Pension Funds
- Institutional Sales-US
- Institutional Sales-Consultants
- Two-person Private Client/Banking team:
$5.5MM revenue - Two-person Private Client/Banking team:
$6MM revenue - Three-person Banking/Investment team:
$32MM revenue - Three-person Family Office team:
$10-12MM revenue - Six-person Private Client team:
$8MM revenue
