Scaling a B2C investment app through strategic growth leadership
Scenario
Our client is a reputed equity-focused investment firm that manages assets for high-net-worth and institutional clients through Portfolio Management Schemes and Alternate Investment Funds. They launched a new B2C application and we were mandated to hire the Head of Growth for leading the marketing charter and onboard users and scale them.
Approach
Our approach to hiring a Head of Growth is highly targeted, consultative, and data-driven, moving beyond traditional job postings to identify and recruit passive candidates with a rare blend of skills. The search firm first conducts a deep discovery phase to understand the wealth firm's unique value proposition, target clientele (e.g., HNI/UHNIs), existing AUM growth challenges (acquisition, retention, upselling), and regulatory environment.
The approach was to sell the vision of the role, conducting rigorous interviews to test for both data-fluency and cultural fit (especially in a high-trust industry like wealth management), and providing compensation guidance to structure a competitive offer that closes the deal efficiently against potential counter-offers.
Outcome
We were able to onboard the growth leader who possesses the rare dual expertise in scaling growth and navigating the highly regulated financial services environment. The incumbent has been instrumental in enhancing the firm's brand credibility and ensuring the long-term sustainability and scale of the wealth advisory business.