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Frequently Asked Questions

FAQs

Financial Services is a complex and nuanced business. We add value in several verticals:

  • Wealth Management: DAK works across the broad Wealth Management landscape. This includes large independent Wealth RIA's, Family Office/Multi-Family Office, emerging Wealth Platforms, as well as national, regional, and independent Broker Dealers. Searches span CEO, CIO, COO, HNW/Portfolio Managers, Senior Advisor/Planners, Biz Dev/ Practice Management, and "Next Gen" staffing
  • Asset Management: DAK has deep experience across all product structures and asset classes, and our clients range from Trillion AUM+ global asset managers to specialty boutiques. Product/Structure exposure and expertise span Mutual Funds, Exchange Traded Products and Funds (ETP's/ETF's), Separately Managed Accounts (SMAs), Structured Products, REITs, BDCs, Interval Funds, LP/MLP's, and CIT's. Asset Class exposure spans Domestic and International/Global Equities, Domestic and Global Fixed Income, and all forms of Alternative Investment Strategies (Private Equity, Hedge Funds, Managed Futures, Real Estate and Real Assets). Deep proven success in Distribution/Sales mandates, encompassing Leadership, Key Accounts, Sales Desk, Institutional, Wholesaling, Marketing, Product, Compliance, Senior Back Office, C-Suite, Portfolio Managers, Investment Team Lift-Outs
  • Asset Servicing/FinTech/Back Office Solutions: Back Offices, Custodial/ Clearing and Technology Infrastructure is what makes it all work for Financial Services companies. DAK works with firms large and small who avail a multitude of Back Office solutions that Asset Managers, Wealth Managers, Broker Dealers, Banks, Insurance Companies, and multiple entities rely on. Searches include Senior Leadership and Senior Sales mandates
  • Insurance: DAK works with well-known and top-branded (Top 25) Life Insurance and Property & Casualty companies across a myriad of mandates spanning C-Suite/Executive Suite, General Account, Investment Managers, Senior Distribution and Field Distribution roles

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"C Level" Searches — "C Level” searches comprise an ever-growing portion of our search mandates. Some of the high profile searches we have been engaged on have included:

  • 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

Sales Management — DAK has successfully completed dozens of high profile searches for Distribution Leaders. Position titles include:

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

Sales — DAK has a storied history in securing proven revenue generators for our clients. We have completed hundreds of sales searches spanning multiple channels including Intermediaries (RIAs, Brokerage Platforms, Private Banks, Family Offices), High Net Worth/ Private Client, and myriad Asset Owners on the Institutional side (Corporate, Public, Endowment-Foundation, Insurance Companies, Taft-Hartley) throughout the Americas.

  • 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's Investment Management searches cover 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. Our search mandates span the following:

  • Chief Marketing Officer/ Head of Marketing, Marketing Communications, Digital Marketing, Product Marketing, Product Management

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DAK has been a national player since day one. We service the entire US Market from our HQs in suburban Philadelphia.


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We provide high-touch, customized Executive Search for firms that put a premium on hiring the best. Our service includes Position Design; Compensation Guidance & Benchmarking; Intense Research inclusive of up to hundreds of calls and dozens of meetings; Position specific Interview Questions; Deep, personalized Assessment Interviews; Deep industry references and comprehensive background investigation; Behavioral Profiling; Onboarding and Follow-up post hire.


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DAK works on "flat-fee" retainer basis with our clients providing total transparency and fair pricing while ensuring discretion, intense focus, and complete alignment. We have several customized engagement models including The Select Client Commitment designed for multiple hires and on-going recruiting scenarios. DAKdirect is our web-based recruiting portal for non-retained search.


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Wealth Management: DAK works across the broad Wealth Management landscape. This includes large independents as well as national, regional, and independent Broker Dealers.

Asset Management: DAK has deep experience across all product structures and asset classes, and our clients range from Trillion AUM+ global asset managers to specialty boutiques.

Asset Servicing/FinTech/Back Office Solutions: Back Offices and Technology Infrastructure is what makes it all work for Financial Services companies. DAK works with firms large and small.


Insurance: DAK works with well-known and top-branded (Top 25) Life Insurance and Property & Casualty companies across a myriad of mandates.

Learn More...

"C Level" Searches — "C Level” searches comprise an ever-growing portion of our search mandates, and currently represent 10% of our practice.

Sales Management — DAK has successfully completed dozens of high profile searches for Distribution Leaders.

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.

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

Marketing — DAK is engaged at all times with Senior and strategically critical Marketing search mandates.


Learn More...

DAK has been a national player since day one. We service the entire US Market from our HQs in suburban Philadelphia.


Learn more...

We provide high-touch, customized Executive Search for firms that put a premium on hiring the best. Our service includes Position Design; Compensation Guidance & Benchmarking; Intense Research inclusive of up to hundreds of calls and dozens of meetings; Position specific Interview Questions; Deep, personalized Assessment Interviews; Deep industry references and comprehensive background investigation; Behavioral Profiling; Onboarding and Follow-up post hire.


Learn More...

DAK works on "flat-fee" retainer basis with our clients providing total transparency and fair pricing while ensuring discretion, intense focus, and complete alignment. We have several customized engagement models including The Select Client Commitment designed for multiple hires and on-going recruiting scenarios. DAKdirect is our web-based recruiting portal for non-retained search.


Learn More...