Positive indicators and red flags to consider during interviews and referencing 

In Capital Raising and Investor Relations: Best Practices for Engagement we will explore how honoring the timeless best practices of marketing and investor relations while innovating to embrace the current situation can best position investment managers and their...

As we navigate this new normal for far longer than perhaps most expected, hundreds of distribution professionals in asset management will start new roles virtually.

As an executive recruiter, I exist to create the very disruption this article aims to help leaders avoid. Curious right? Readers may understandably wonder about my motivation.

“An expansive discussion with 18 institutional distribution team leaders offering advice, personal reflection and candid insights for new managers coming up the ranks.”

“A mid-September launch provides hiring managers with a solid 3 months to run a thoughtful process before the Thanksgiving holiday arrives. After that, both sides are distracted and heads down with getting things closed and booking travel before...

“Great follow up notes offer a fantastic opportunity for job seekers. Why?  Because they are so incredibly rare. These notes contain every characteristic of outstanding initial outreach coupled with a willingness to offer something of value.”

“If you’re actively looking for a new role, relationships with all former direct managers (not just formal references) can make or break offers. Even if you’re 100% content, exploring this topic is worthwhile since former industry colleagues frequently serve as...

“Companies with a culture of flexibility, respect, and autonomy generally can attract and retain best-in-class talent. This may be particularly appealing to women, and is highly relevant to institutional fundraising—firm-level support for work-life balance can...

“As firms have expanded their dedicated consultant coverage teams, the increasing number of individuals calling on consultants themselves has made market share for attention a real concern. As a result, the qualities hiring managers look for in a consultant...

“Your blood flow, the life-force, the electricity, they’re all in there. But what are you going to do with them? This is the only life you’ve got, so it’s time to move beyond your conditioning. It’s time to move beyond your fear or whatever else is holding you back...