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

  • Wealth Management: DAK works across the broad Wealth Management landscape with a distinct specialty in advising Wealth RIAs and Family Offices, as well as Securities Brokers/IBD’s.
  • Asset Management: DAK has deep experience across all product structures and asset classes, and our clients range from specialty boutiques to large global asset managers.
  • Asset Servicing/FinTech/Back Office Solutions: Technology Infrastructure is what makes it all work for Financial Services companies. DAK advises established players and emerging cutting-edge firms.
  • Insurance/Benefits/Retirement: DAK works with well-known and top-branded (Top 25) Life Insurance and Property & Casualty companies across a myriad of mandates, as well as Health & Welfare providers.

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“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, Chief Revenue 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, including Lift-outs.

  • Chief Investment Officer, Portfolio Manager- Asset Management, Portfolio Manager- Private Client, Senior Analyst, Team Lift-outs/M&A

 — 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.

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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. 

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