Success Stories
Real clients. Real candidates. Real Results...
Head of Fee-based Products
The challenge: A major wirehouse needed a senior executive to run its fee-based products, a job that required a combination of administrative skills, a deep understanding of a wide array of products, and extensive connections in the vendor community. The successful candidate needed in-depth experience with separately managed accounts, mutual funds, and insurance products. Further, the position required the individual to be able to negotiate fees with vendors and oversee a staff of 150.
The solution: Mark Elzweig Company tapped into its extensive referral network and offered three highly qualified candidates. The winning candidate met all the client's needs and even exceeded expectations. The executive's background in product management in all three areas along with entrepreneurial experience gave the clients more than expected. The successful executive has since been promoted.
Head of Key Accounts
The challenge: A major financial services group was seeking an executive to lead its Key Accounts department. Once a largely administrative zone, Key Accounts has become an important area for client retention and expansion of business. The company needed a skillful diplomat and tactician who could work with many internal departments in the organization.
The solution: We cast a wide net looking for an unusual skill set. The successful candidate turned out to be a National Sales Manager who was very involved with the Key Account function at his firm. He was a fast track individual who had the presentation skills and consensus-building abilities for the job. The search was completed within two months despite a complex and lengthy array of interviews.
