Our process allows our clients multiple choices to increase the odds of a productive, long-term fit.
Sometimes who we don’t call is as important as who we do bring forward. Often times our clients choose to topgrade new leadership roles or may be launching a new product line or business unit.
We bring creativity and fresh thinking to allow you to see tomorrow’s heroes, not just the “usual suspects.”
We dive very deep in Financial Services and know who the winners are – or will be!
Our process allows our clients multiple choices to increase the odds of a productive, long-term fit.
Sometimes who we don’t call is as important as who we do bring forward. Often times our clients choose to topgrade new leadership roles or may be launching a new product line or business unit.
We bring creativity and fresh thinking to allow you to see tomorrow’s heroes, not just the “usual suspects.”
We dive very deep in Financial Services and know who the winners are – or will be!
Our expertise is centered around identifying, assessing and securing the absolute best talent for your critical business needs.
Steven Clark, President; Dan Kreuter, Founding Partner
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 thoroughly and discretely.
DAK works across the broad Financial Services landscape on behalf of a variety of institutions including Asset Managers, Banks, Brokerage Firms, Family Offices, Fin/WealthTech, Insurance Companies, Private Equity, Retirement Providers, RIA/Wealth Managers, and a host of other entities.
In the Financial Services industry, perhaps more so than most other sectors, the right talent helps good companies become great and great ones stay that way. This is where DAK Search comes in…
People are like pieces of a puzzle — when the pieces fit, the organization realizes its true potential.
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Financial Services is a complex and nuanced business. DAK has innovated and adapted over the years, while never compromising our core values.
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DAK Associates is a true search firm, with unparalleled research and several decades of experience.
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Financial Services is a complex and nuanced business. We add value in several verticals:
“C Level” Searches — “C Level” searches comprise an ever-growing portion of our search mandates, and currently represent a significant portion of our practice.
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.
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.
Investment Management — DAK is engaged at all times with Investment Management searches covering all product structures and Asset classes, including Lift-outs.
Marketing — DAK is engaged at all times with Senior and strategically critical Marketing search mandates.
DAK has been a national player since day one. We service the entire US Market from our HQs in suburban Philadelphia.
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.
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.
We would love to hear from you!
Whether you were referred by a trusted colleague or simply doing preliminary research, we look forward to a confidential conversation to discover if our skills match your needs. DAK services the national market with headquarters in suburban Philadelphia.
Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.
Thank you for visiting. We look forward to working together!
© DAK Associates 2023