"C Level" Searches — "C Level” searches comprise an ever-growing portion of our search mandates, and currently represent a significant portion
of our practice.
- President/CEO, COO/ CAO, and Senior Operations Professionals, Chief Financial Officer, Chief Technology Officer, Chief Compliance Officer, Chief Investment Officer, Chief Information Officer, Chief Marketing Officer, Chief Legal Officer
Financial Advisors — We assist RIAs in recruiting Successor Advisors, with and without books.
Sales Management — DAK has successfully completed dozens of high profile searches for Distribution Leaders, across traditional and
alternative asset classes.
- President/ Head of Distribution, National Sales Manager, Divisional Sales Manager, Head of Institutional Sales, Head of National/Strategic Accounts, Sales Desk Management
Intermediary Sales — DAK has a storied history in securing proven revenue generators for our clients. We have completed hundreds of sales
searches spanning multiple channels throughout the Americas, encompassing Institutional, Advisor-sold, and Sub-Advisory.
- Institutional Sales, Financial Products Wholesaler (including team build-outs), National Accounts/ Platform Coverage, Product & Portfolio Specialists, Financial Technology and Asset Servicing Sales, Wealth Advisor/ Financial Planner, Advisor Recruiter/ Practice Management
Investment Management — DAK is engaged at all times with Investment Management searches covering all product structures and Asset classes,
- Chief Investment Officer, Portfolio Manager- Asset Management, Portfolio Manager- Private Client, Senior Analyst, Team Lift-outs/M&A
Marketing — DAK is engaged at all times with Senior and strategically critical Marketing search mandates.
- Chief Marketing Officer/ Head of Marketing, Marketing Communications, Digital Marketing, Product Marketing, Product Management
Back-Office/Compliance/IT — We selectively place key back office talent including those with a seat at the table.