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.
© DAK Associates 2023