Executive & Management Search Assignments

Executive & Management Search Assignments

US based Money Management Firm – Canadian Private Client Advisor/Asset Acquisition

SEARCH MANDATE

The client, one of North America’s top discretionary money management firms with over $200B AUM,
required a team of sales leaders to focus on asset gathering within the Canadian high net worth market.

OUTCOME

After executing an extensive nationwide direct recruitment campaign, Hunter Mercantile successfully
filled numerous positions with highly focused and driven sales professionals who possessed experience
in selling discretionary money management services within the HNW space.

Canadian based Pension Management Firm – Board Chair

SEARCH MANDATE

The client, one of Canada’s most innovative group retirement savings providers and pension management firms required a seasoned Board Chair with extensive wealth management leadership experience to lead and coordinate the Board of Directors activities and help drive further growth for the organization.

OUTCOME

After executing an extensive and highly confidential nationwide search, Hunter Mercantile successfully sourced a driven and entrepreneurially-oriented wealth management executive with an exceptional record of taking asset management firms to the next level of growth.

International Financial Services Company – Regional Vice President

SEARCH MANDATE

The client, one of the world’s largest financial institutions, required a seasoned sales leader with a minimum of 10 years management experience to lead a team of Business Development Specialists and increase sales in the high net worth market.

OUTCOME

After conducting a nationwide search, Hunter Mercantile successfully filled the role with an enterprising sales leader who possessed a deep understanding of the high net worth market, consummate management skills and a phenomenal record of sales success.

Bank – Senior Director, Insurance Planning Initiatives

SEARCH MANDATE

One of the country’s largest retail banks required an exceptional individual who could develop, lead and facilitate the strategic direction of the overall insurance business within the organization.

OUTCOME

After conducting an exhaustive search, Hunter Mercantile sourced and recruited a seasoned executive with extensive experience in strategy development and execution, credit risk management, leadership skills and a sound understanding of bank-insurance legislation.

Mutual Fund Company – Regional Vice President Western Canada

SEARCH MANDATE

The client required a Regional Vice President of Sales with a minimum of 10 years mutual fund wholesaling experience in the IIROC channel to establish a presence and drive sales throughout Western Canada.

OUTCOME

Utilizing its national mutual fund wholesaler database Hunter Mercantile embarked on a direct recruitment drive and successfully filled the role in six weeks with an assertive and highly accomplished investment fund sales professional.

US Based Global Credit Risk Information Provider – Vice President of Channel Management

SEARCH MANDATE

The client required a senior sales leader with C-Level engagement skills to develop and execute the national plan to promote its credit risk management service offering throughout the insurance industry channel.

OUTCOME

Hunter Mercantile executed a confidential search and recruited a progressive leader with C-suite sales expertise, third-party vertical integration and channel management experience, and a sound understanding of risk management.

Life Insurance Company – General Manager, Quebec and Maritimes

SEARCH MANDATE

One of the country’s preeminent life carriers required an elite sales manager to run the insurance sales operations and significantly increase market share throughout Quebec and the Maritimes.

OUTCOME

Through a highly confidential and direct recruitment campaign Hunter Mercantile sourced a savvy, bilingual senior sales management professional with an exhaustive knowledge of the MGA and National Account distribution channels and a consistent track record of leading teams to sales success.

Caribbean Bank - Senior Actuary, Product Development Consultant

SEARCH MANDATE

One of the largest banks in the Caribbean required a Senior Actuary Product Development Consultant to develop and revamp its life insurance and annuity product suite. The role called for a hybrid set of skills that included actuarial expertise, product pricing, marketing, project management and an ability to forecast the impact that the changes would have on the bank’s bottom line.

OUTCOME

After conducting a global search, Hunter Mercantile successfully sourced a US-based British born FSA designated actuary with 15 years of experience in annuity and life insurance product development, actuarial pricing and senior corporate leadership.

Alternative Asset Manager – Vice President of Sales

SEARCH MANDATE

The client required a national Vice President of Sales to promote its alternative asset offering and drive sales from the FA and Exempt Market Dealer distribution channels.

OUTCOME

By leveraging its comprehensive network of mutual wholesalers, Hunter Mercantile placed an accomplished sales executive with 7 years of alternative asset wholesaling experience and a robust rolodex of corner office advisors with accredited investor clients.

Global Specialty Risk Insurer – Assistant Vice President Business Development

SEARCH MANDATE

The client required a talented business development professional with deep ties to the specialty risk consulting community to build corporate awareness of their product line and drive national sales.

OUTCOME

After executing a confidential search, Hunter Mercantile successfully sourced and recruited a highly qualified senior sales advisor with significant industry contacts and a distinguished record of exceeding sales targets.

Portfolio Manager and Financial Advisory Group - General Manager Operations

SEARCH MANDATE

The client, a well-established portfolio management and financial advisory firm, required a General Manager of Operations to manage a staff of twenty and ensure the smooth operation of the enterprise to enable the principals to focus on new asset acquisition and client engagement.

OUTCOME

Leveraging its extensive network and its deep proprietary candidate database, Hunter Mercantile executed a direct and confidential recruitment campaign and sourced a seasoned operations professional from within the IIROC industry.