Global 
Rather than simply hiring someone, you need to take additional steps in order to find the ideal executive for asset management. The hiring of a senior individual can have a significant impact on the investment strategy, client service, and long-term growth of businesses that manage a wide variety of asset classes and provide services to both institutional and private clients. Recruiters who have deep industry knowledge and are familiar with both the cultural and technical aspects of these companies can be of assistance to asset management.
Our consultants conduct each and every Haldren search. Because of our extensive experience in the industry and our stringent hiring process, our clients are able to concentrate on running their businesses while we search for and hire the most qualified candidates.
What We Do
When it comes to guiding us from strategy to placement, we have three primary components.
Assessment
We start by talking with key stakeholders about the role’s goals, reporting lines, and performance expectations. After that, we use structured criteria that go beyond what’s on a resume to look at each potential candidate’s functional expertise and leadership qualities.
Talent Acquisition
To find active and passive wealth management, investment management, and related professionals, our team does a lot of market mapping. By building relationships across the industry, we connect with top tier talent who may not be actively searching. We check in with our clients to make sure that every candidate on our list meets their needs.
Organizational Transformation
After making a short list, we give structured feedback and decision-making tools for interviews and hiring. We help with onboarding planning and leadership integration when it’s needed to keep the new hire’s momentum going and support future growth.
Our Approach to Asset Management Executive Search
Before you join a group, you should know how it works, how the teams are set up, and what the goals are for new hires. We talk to hiring managers, board members, and other people who decide if someone is successful in their first year. This upfront alignment saves time and makes it easier to evaluate candidates.
After that, we map out important market segments, such as compliance leaders, portfolio managers, business development executives, and operations professionals. We use our connections to get in touch with top talent at companies of all sizes in private.
When evaluating someone, it is important to take into account their abilities, leadership, and how well they fit in with the culture so that the evaluation is consistent. We take great care in selecting each shortlist, and we only include individuals who are able to fulfill the requirements. In the course of the search, we do not disclose any confidential information.
Behind Our Recruitment Process
A clear structure makes things less confusing and keeps our team and the client on the same page. When everyone knows what the goal is at each step, conversations are more focused and useful.
This consistency also helps us see patterns early on. It’s much easier to change the search if the first interviews show that priorities have changed, as long as there is a clear process in place.
Some Areas We Specialize In
Our consultants are widely recognized experts in a wide range of areas of asset management, from portfolio construction and risk management to compliance, governance, and client advisory services. We also hire people for business development roles that work with both institutional and private wealth channels.
We help with searches in operations, marketing, and technology that are related to the asset management industry, in addition to our main investment functions. These examples are just that—examples. The actual scope of each engagement is determined by the client’s brief and priorities.
Examples of Roles We Recruit For
We look for executive-level jobs as Chief Investment Officer, Chief Operating Officer, and Vice President in the fields of wealth and investment management. We often help people find critical roles in client service, portfolio management, risk management, and compliance leadership.
We want people in the C-suite and on the board, as well as people in business development, marketing, and technology roles, who will help the company grow. We give each client a search outline.
If you’re looking to fill a key leadership role, contact Haldren to discuss how we can help.
Why Choose Haldren’s Asset Management Recruiters?
Our method is designed to help your team spend less time looking for, evaluating, and setting up interviews, as well as avoiding costly hiring mistakes. We do the research, outreach, and first evaluations so that hiring managers can concentrate on making final decisions instead of running the process.
We do every search with a thorough understanding of each client’s goals, careful adjustments, and constant communication. We keep our clients informed, give them honest feedback, and let them talk directly to the consultant who is in charge of their project. There are no levels of account management that separate the people who make decisions from the workers.
Our Promise: The Right Hire
We are committed to placing candidates who serve your organization’s best interests over the long term. We need to keep our information private. At every stage, we are very careful with the information of candidates and clients. When a search involves sensitive leadership changes or competitive situations, we take extra steps to protect it.
Reach out to Haldren to start a conversation about your next executive search.