Partner (Wealth & Asset Management) placed in 8 weeks — 50% faster than 4-month plan
Client: Alpha Financial Markets Consulting (Alpha FMC) — leading global consultancy to the asset & wealth management industry (130+ clients worldwide; HQ UK; offices across US/EU/APAC).
Engagement: Retained search mandate for a Partner to strengthen the Wealth & Asset Management practice.
Location: US-focused (global remit).
Context & Challenge
- Critical leadership gap was limiting delivery capacity and growth in the practice.
- Role needed to secure and deliver programs already sold into top wealth/asset managers
- Tight market for senior WAM consulting leaders with TOM/change expertise and BD track record.
- Target timeline: 16 weeks. Missing it risked opportunity cost and delivery slippage.
What Neos Talent Did
- Kickoff & scorecard: aligned with practice leadership on success outcomes, must-haves, and interview plan.
- Market map (confidential): targeted WAM consultancies (boutiques, Big 4/WAM units) + select buy-side change leaders; in/out criteria agreed up front.
- Outreach & positioning: multi-threaded approach highlighting Alpha’s meritocratic growth path, training, and share ownership story.
- Assessment: structured interviews + case/presentation on WAM operating model; business development track-record validation; referencing and comp calibration.
- Rhythm: weekly pipeline/reporting with risk flags; rapid feedback loops to keep momentum.
| Metric | Target | Outcome |
| Time to hire (perm) | 16 weeks | 8 weeks (50% faster) |
| Role | Partner/Director, WAM | Offer accepted; start confirmed |
| Delivery Impact | Avoid slippage | Earlier project mobilisation; protected program timelines |
| Opportunity cost | High if delayed | Reduced via 8 weeks regained delivery time |
Why it worked
- Clear scorecard + crisp, two-step senior assessment.
- Tight, pre-qualified longlist from the WAM leadership community.
- Weekly decisions; comp aligned to market early to prevent stalls.