Overview

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At the margin, hiring the best people at the right time in their careers is critical to your firm’s future growth and ongoing success. As a true search firm, we will define, price, and execute your most critical hiring mandates.

DAK works across the broad Financial Services landscape on behalf of a variety of institutions including Asset Managers, Banks, Brokerage Firms, Insurance Companies, Retirement Providers, Wealth Managers, and a host of other entities.

Sales Management

In the last five years, we have successfully completed approximately 60 searches. Position titles include:

  • Distribution Head
  • National Sales Manager
  • Divisional Sales Manager
  • Head of Institutional Sales
  • Head of National/Strategic Accounts
  • Sales Desk Management

Sales

DAK is well known for our work on a variety of sales searches. Our firm has completed over 200 sales searches in the last 5 years. Sales searches span multiple channels including Family Offices, Independent Broker Dealers, Institutional, Insurance Companies, Private Banks, RIAs, Wirehouses, and various Wealth platforms. The geographic reach of searches we have fulfilled has been spread out fairly consistently across the country in all major markets. We have grouped the following types of searches under the sales category:

  • Insurance Asset Management / Sub Advisory Sales
  • Retirement / DCIO Sales
  • Financial Products Wholesaler (including team build-outs)
  • Institutional Sales
  • Product & Portfolio Specialists
  • National Key Accounts / /Platform
  • Sales Desk Manager / Head of Call Center
  • FinTech Sales (middle and back office)
  • Wealth Management

Investment Management

DAK is engaged at all times with Investment Management searches covering all product structures and all Asset classes.

  • Chief Investment Officer
  • Portfolio Manager
  • Senior Analyst
  • Team Lift-outs/M&A

Marketing

In the last five years, DAK has completed over 50 senior marketing searches. Marketing related searches account for approximately 15% of our assignments. Some titles include:

  • Chief Marketing Officer
  • Chief Product Officer
  • Senior Marketing and Corporate Communications
  • Senior Product Development / Management
  • Product Marketing
  • Director, Sub-Advisory Sales and Business Development
  • Director – National Accounts

“C Level” Searches

“C Level” searches comprise an ever-growing portion of our search assignments, and currently represent 10% of our practice. Some of the high profile searches we have been engaged on have included:

  • President/CEO
  • COO and Senior Operations Professionals
  • Chief Financial Officer
  • Chief Compliance Officer
  • Chief Legal Officer
  • Chief Information Officer
  • Chief Technology Officer

Branch Development

We have a deep and profound insight in assisting RIA’s and Wealth Management Platforms in the following areas.

  • Wealth Management
  • Practice Management Consultant
  • Senior Vice President, Advisory Sales
  • Senior Vice President, New Business Development
  • Direct High Net Worth sales