Effective & Motivated Leaders Provide Vision That Others Will Follow

Institutional, platform, retirement, sub-advisory and retail consumers have raised the bar significantly for asset management, insurance, banking and brokerage organizations wishing to manage and distribute investment products and services. Companies are looking for their sales, relationship management, and product management contacts to demonstrate subject matter expertise at an unparalleled level. They must be adept at working with multiple constituencies across a client organization, and must convert opportunities to deepen relationships and solidify their organization as a strategic partner.

Charles Sterling Group’s dedicated efforts to develop and maintain an extensive network of sales and relationship management executives has led us to become a sought after partner for competitive research and recruiting assignments. Our experience and relationships allow us to identify top talent with the temperament to succeed in today’s market. We have executed many single and multi-hire engagements across every channel and product specialty, and consistently delivered industry leading executives who best fit with our clients’ long-term strategic goals.

Functional Areas of Expertise:

  • Institutional Sales: Corporate, Pension, Public Funds,Endowment & Foundation, & Sovereign Funds
  • Intermediary Distribution: Channel Sales, National Accounts, Defined Contribution, Sub-Advisory, & RIA
  • Consultant Relations
  • Practice/Program Management
  • Client Service
  • Manager Selection
  • Product Management/Development
  • Private Bankers
  • Commercial Lending
  • Platform Sales
  • Business Intelligence

Successful Engagements

Transition Management – Market Mapping, Fortune 100 financial services firm

Vice President, Insights & Connections, Family office division of large financial services firm

Chief Sales Officer, Insurance Analytics Software and Solutions Provider

Vice President, North American Client Service, UK-based asset management firm

Senior Relationship Manager, Large global macro hedge fund