Successes

Successes

Recent Search Successes

  • CFO, Boutique Independent Broker-Dealer
  • President; Chief Investment Officer; Head of Product for Emerging Alternative Hedge Fund
  • First Dedicated Family Office/RIA Distribution Head for Premier Private Credit Firm
  • Portfolio Specialist/Fixed Income for Global Asset Manager
  • National Accounts Manager for storied Real Estate Management Firm
  • Head of Digital Analytics & Salesforce “Czar” for Leading Crypto Firm
  • Head of Sales for a rapidly emerging and leading disruptor within the Digital Assets/Crypto asset management realm
  • Two West-coast RIA Sales specialists for second leading asset manager in the Digital Assets/ Crypto asset management realm
  • AVP Marketing for a rapidly emerging and leading disruptor within the Digital Assets/Crypto asset management realm
  • Director of Controls and Fund Administration for the second leading asset manager in the Digital Assets/ Crypto asset management realm
  • SVP Consultant Relations for a $170B+ AUM global asset manager with multi-asset class capabilities
  • President Top 20 Life Insurance Company, 700 employees
  • Chief Investment Officer $1.2B aum Wealth RIA experiencing explosive growth
  • National Sales Manager- highly regarded Insurance/Broker-dealer sub $50Billion aum Insurance Co
  • EVP-Sales: Head of Sales and Distribution for a leading Real Estate Investment Co, overseeing all strategy and revenue line for a 30 person team
  • Regional Directors: Engaged by a top performing Alternative Solutions provider to help top-grade/bolster their existing sales team, with impact hires in 3 key markets
  • Head of Marketing for a $500 Billion AUM Global Asset Manager
  • Midwest Institutional Sales for a $500 Billion AUM Global Asset Manager
  • HNW Portfolio Manager for a $1.4 Billion AUM Wealth RIA
  • West Coast RIA/Family Office sales for $200 Billion AUM+ leading global Alternative Investments Asset Manager
  • US Institutional Sales for a $100 Billion AUM+ European Asset Manager and leader in ESG investing
  • Head of National Accounts for a successful and innovative New York based Real Estate Investment Manager
  • Chief Compliance Officer for a $50 Billion AUM+ US Asset Manager
  • Chief Administrative Officer for a $50 Billion AUM+ US Asset Manager
  • Chief Financial Officer for a multi-Billion dollar Texas based Financial Services holding company
  • Head of Internal Sales for a $500 Billion AUM+ “Top 50” Global Asset Manager
  • Head of Insurance General Account sales for a “Top 10” ETF provider and innovative Asset Manager
  • Head of Private Bank/Bank Trust sales for a “Top 10” ETF provider and innovative Asset Manager
  • Chief Financial Officer for a High Frequency Trading group
  • Head of Wealth RIA and subsidiary of Financial Services Holding Company
  • Chief Executive Officer for multi-Billion dollar Wealth RIA
  • Head of Sales, for leading national provider of Wealth-focused Financial Technology suite 
  • West Coast ETF Specialist for a “Top 10” ETF provider and innovative Asset Manager
  • Head of National Sales Reporting and Analytics for a $136 Billion global investment management firm and leading quant manager
  • PhD Investment Strategist for a $5 Billion quantitative asset management firm
  • NRC/Offshore Investment Sales Professional, Miami & Latin America
  • Chief Investment Officer for a leading U.S. Insurance subsidiary of a top 5 global multi-line insurance provider
  • Chief Marketing Officer for a publicly traded, diversified financial services and insurance organization
  • Head of Institutional Sales, Canada
  • Head of Institutional ETF Sales, Americas

“C Level” Searches

“C Level” searches comprise an ever-growing portion of our search mandates. Some of the high profile searches we have been engaged on have included:

  • 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

Sales Management

DAK has successfully completed dozens of high profile searches for Distribution Leaders. Position titles include:

  • President/ Head of Distribution
  • National Sales Manager
  • Divisional Sales Manager
  • Head of Institutional Sales
  • Head of National/Strategic Accounts
  • Sales Desk Management

Sales

DAK has a storied history in securing proven revenue generators for our clients. We have completed hundreds of sales searches spanning multiple channels including Intermediaries (RIAs, Brokerage Platforms, Private Banks, Family Offices), High Net Worth/ Private Client, and myriad Asset Owners on the Institutional side (Corporate, Public, Endowment-Foundation, Insurance Companies, Taft-Hartley) throughout the Americas.

  • Institutional Sales
  • Financial Products Wholesaler (including team build-outs)
  • National Accounts/ Platform Coverage
  • Product & Portfolio Specialists
  • Financial Technology, Custodial, 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.

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

Marketing

DAK has helped our clients recruit “difference-makers” in strategically critical Marketing roles. Our search mandates span the following:

  • Chief Marketing Officer/ Head of Marketing
  • Marketing Communications
  • Digital Marketing
  • Product Marketing
  • Product Management

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DAK Associates
2250 Hickory Road, Suite 400
Plymouth Meeting, PA 19462
Phone: (610) 834-1100
abang@dakassociates.com

© DAK Associates 2023

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