Since 1999, we've provided executive recruiting services for asset management firms that distribute products to retail advisory and institutional investors.



We provide executive recruiting services for asset management firms distributing products to retail advisory and institutional investors.


Key Figures

26

Year track record

600

Successful searches

98%

Retention Rate

Specialty Areas

Wholesalers
National Sales Managers
Divisional Sales Managers
Key Account Managers
Investor Relations
Retirement Plan Sales Executives (DCIO)
Internal Sales Executives
Hybrid Wholesalers
Institutional Sales Reps
Business Development Executives
Practice Management
Portfolio Specialists
Placement Agents

Servicing:
Wirehouses
Independent Broker Dealers
Regional Broker Dealers
RIAs
Pensions
Endowments
Single and Multi-Family Offices
Consultants
Private Banks

Summer 2024 Search Activity & Recruiting Success


AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC
Kansas - Manager Profile: $1T in AUM
Hired Candidate Brings:
  • 15 yrs of wholesaling experience
  • #1 producer out of 18 RVPs
  • Prior year raised $300MM in equity sales


Boston - Manager Profile: Vertically Integrated Real Estate Manager
Hired Candidate Brings:
  • 24 yrs of wholesaling experience
  • Track Record includes growing sales from zero to $20MM in 1st year
  • Grew RIA channel to a $250MM RR in interval funds sales


Florida - Manager Profile - Fastest Growing EM manager in the world - $120B AUM
Hired Candidate Brings:
  • 15 yrs of wholesaling experience
  • Prior year exceeded $1B in gross annualized sales
  • Over 10X in gross annualized sales

Our Clients

Alternative Investment Sponsors
Private Real Estate
Separately Managed Accounts
Private Equity
Real Assets
Structured Products
Opportunistic Credit
Distressed Debt / Private Debt
'40 Act Funds
Mutual Fund Sponsors
ETF Managers
Perpetual Life (Daily) NAV REITs
BDC’s
Non-Traded REIT’s
Venture Capital Funds
Hedge Funds
Structured Notes
CLOs
Fixed Income Managers
Private Debt
Energy
Oil & Gas
Continuation Funds
Infrastructure
Third Party Distributors
Single and Multi-Family Offices
Insurance and Annuity Companies
Registered Investment Advisors
Fintech
DST 1031 Providers
Broker Dealers
Self Storage Providers
Special Purpose Vehicles (SPV)

Our Insights

Key Performance Indicator (KPI) Compensation Model
Access the Report
2024 Wholesaler Compensation Report
Access the Report
Accessing the Advisory Market: The Role of the National Accounts Manager
Access the Report
Timeline to Enter the Broker Dealer Market
Access the Report

L.C. KIRK & CO

Because securities products are sold and not bought, your sales team plays a central role in garnering assets. For over two decades, we have partnered with asset management firms both large and small, growing their advisory and institutional distribution efforts by recruiting top sales talent.

Contact L.C. KIRK & CO to conduct your next executive search.

904-273-7453

contact@lckirk.com

Offices:

Ponte Vedra Beach, FL

London, UK

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