Because SECURITIES products are sold and not bought, SALES and marketing executives are critical to the GROWTH of your firm.

01. CLIENTS
02. SPECIALTY AREAS
THE OFFERING
Founded in 1999, we have successfully placed hundreds of sales and marketing executives at all levels of the asset management distribution industry. Our executive search services have helped many of the most successful asset management organizations build their senior leadership and sales teams. We know it is not enough to simply identify candidates with the right experience. Our goal is to deliver great leaders and accomplished professionals.

No1

Clients

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SERVICES
Our Eyes On Profile resume video service is just one example of what makes our recruiting services unique. Focused exclusively on the placement of C-Suite sales and marketing executives throughout the global financial services industry, we bring over twenty years of experience. Leveraging this experience, our objective throughout the search process is to produce a vetted pool of candidates for each individual search. Our goal is to identify the candidate who presents overwhelming qualifications, a proven track record of success, undeniable value to the firm, and the position you are seeking to fill.

INDUSTRY FOCUS
Mutual Fund Companies, ETF Managers, Hedge Funds, Alternative Investment Providers, Insurance and Annuity Companies, Business Development Companies, Consultants, TAMPS, Private Equity Managers, Retirement Plan Providers, Broker Dealers, Family Offices, Registered Investment Advisors, Bank Trust, Defined Benefit / Defined Contribution providers, Foundations and Endowments

No2

Specialty Areas

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OUR FOCUS
Our white papers provide statistics and insight into package product sales and distribution, giving clients a competitive advantage. We partner with top tier financial services companies and specialty boutique firms seeking to expand and grow their distribution efforts through human capital. We have successfully placed hundreds of executives at all levels, ranging from heads of sales to internal sales support. Our services focus on both the institutional and retail intermediary distribution channels.

PERSONNEL
Distribution Heads, National and Divisional Sales Managers, Wholesalers, National Account Managers, Key Account Managers, Institutional Sales Reps, Product Specialists, Executives, Hybrid Wholesalers, Chief Marketing Officers, Marketing Directors and Managers, Retirement Plan Specialists 401K, Public Sector Sales Specialists 457 & 401a, Internal Sales Specialists, Internal Sales Managers, Portfolio Specialists, Practice Management Executives, Product Development Managers, Business Development & Recruiting.