How We Helped an Asset Management Firm Excel
The Client
A prominent global asset management firm managing $20 billion in assets, sought to enhance its portfolio by filling a gap in a high-fee, alpha-rich category while upholding its industry-leading reputation.
The Solution
Teaming up with Oscar Temple for executive search expertise, the firm meticulously analyzed mutual funds in the target category. From a wide pool, three top-performing managers were identified and contacted with through personalized approaches.
The Process
Strategic communication and meticulous planning ensured seamless execution. The firm's compelling vision and offer enticed the top candidate, leading to a transformative partnership. The recruited candidate successfully launched a new fund, surpassing expectations and attracting substantial investor interest.
The Result
Within three years, assets under management exceeded $5 billion, bolstering revenues and reaffirming the firm's leadership. The candidate's compensation tied to fund performance highlighted the mutually beneficial relationship between success and reward.
Securing Vital Roles in Global Fintech Ventures
The Client
In the fiercely competitive fintech market, expansion poses challenges for clients. A leading American bank's fintech arm operates globally, offering cutting-edge payment solutions enhancing business security and customer checkout experiences.
The Solution
The strategy involved establishing a genuine partnership, defining roles and competencies, refining the search process, and exploring diverse talent pools. By thinking innovatively, even beyond direct competitors, a robust talent acquisition strategy was devised, addressing diversity and inclusion.
The Result
The outcome was exceptional, exceeding client expectations by securing top talent and addressing cultural disparities. Notably, gender diversity was emphasized in finalist selections. Ultimately, three C-level placements were successfully completed in EMEA, signaling the effectiveness of the approach.
Surpassing Regulatory Headwinds For a Corporate and Investment Banking Group
The Client
Our client, the South African-based subsidiary of a global banking group, faced significant challenges amidst evolving regulations, and impending regulatory changes. Tasked with finding a Managing Director-level compliance professional amidst these complexities, we conducted an accelerated yet comprehensive search.
The Solution
Drawing upon our expertise and network in the niche leadership arena, we swiftly identified and engaged with top-tier candidates from large and mid-size banking institutions. Ultimately, we successfully placed a highly respected compliance expert with nearly thirty years of experience.
The Result
Following the appointment, our candidate effectively led the compliance agenda, revitalizing the team, fostering strong relationships with regional leadership, and surpassing regulatory expectations. The outcome underscores our ability to deliver exceptional results in demanding circumstances.
Fostering Innovation: Attracting Technology-Proficient Leaders in the Insurance Sector
The Client
Recognized as an international 50 Top Performing Insurance Company, our client distinguishes itself through its dedication to delivering value and expertise in motor carrier insurance solutions via wholesale distribution partners.
The Solution
Working with the Board’s Nominating Committee, comprised of five members, Oscar Temple facilitated the creation of a matrix to pinpoint the most critical attributes, skills, and background required of a new independent director. The objective was to complement the existing expertise on the Board. Notably, the committee determined that while insurance industry experience held significance, it was secondary to possessing leading technology industry skills and investment background.
The Result
Oscar Temple presented a diverse slate of ten candidates, in addition to four nominees proposed by the Board. Following video interviews with five candidates, the Committee extended invitations to three individuals for in-person interviews at the corporate headquarters. The selected finalist, introduced by Oscar Temple, emerged as a global technology and strategy executive with prior experience chairing the Nominating and Corporate Governance Committee of a public company board. She also brought valuable prior experience within the insurance industry, further enriching her suitability for the role.
