Breaking Down the Landscape of the U.S. Intermediary and Asset Management Community


  • Head of Investment Strategy
  • Head of Practice Management
  • Head of Business Intelligence
  • Regional Consultant, Private Banking (Midwest)
  • Business Development Manager
  • National Account Manager, Bank Wealth


Our client is the investment management division in one of the world’s largest asset managers with more than $2.4 trillion in AUM. The company services financial clients by creating and managing investment strategies for non-profit foundations, businesses, corporations, associations, governments, educational institutions and religious organizations. In addition to institutional services, our client produces investment vehicles for the retail market in the United States, Europe, Asia and Australia. After a comprehensive review by the client’s leadership and a large consulting firm, Charles Sterling Group was retained to conduct six priority searches for the first phase of a multi-year build out within their Intermediary business.

Strategy and Result

Charles Sterling Group assembled a cross-functional team of search consultants and support staff to break down the Investment, Sales, Product, Practice Management and Business Intelligence landscape of the U.S. Intermediary and Asset Management community. The key was to identify intermediary talent that possessed the “institutional mindset” and the gravitas to assimilate into the client company and impact their business. Charles Sterling Group completed the project in 90 days.