PE Backed Financial Advisor

Scope

The client approached us to hire a Senior Managing Director (Partner equivalent) who could generate more than $5M in fees, based in the Chicago area. Given the importance the client emphasized on increasing diversity at the firm, the aim was to support the expansion of the Chicago OCFO office by creating a condensed, highly targeted pipeline over the course of 12 weeks. Timeline expectations were set longer than Eastward standard due to the nature of the search; typically diverse candidates are harder to source and close, creating an elongated process.

Solution

We jointly developed a storyboard, marketing campaign (for talent purposes and employer branding online), go-to-market narrative and assistance with structuring their approach. We crafted the marketing, search approach and, once approved, carefully mapped the market for individuals who fit the exact brief.

Eastward managed a full Retained Search involving market mapping, candidate targeting and a managed approach, to interview and screen a suitable longlist and develop a shortlist for the client to interview.