Investment Banks
The job changes every time the title does
The capabilities that make someone exceptional at executing deals aren't necessarily the ones they'll need as a Managing Director, Partner, or firm leader.
Seniority changes what the firm is paying you for.
Strong execution becomes an expectation. Creating business, earning the trust of senior clients, and developing other bankers become increasingly important.
A strong Vice President can run a demanding transaction. A Managing Director must also win mandates, manage senior client relationships, navigate the firm, and get results through a team. By the time someone becomes a Partner, they're expected to build more than their own book of business.
Who this is for
Senior bankers approaching Managing Director
Managing Directors
Partners
Group and business heads
Firms developing selected senior bankers
When you’d use this
A banker is approaching Managing Director and needs to move beyond deal execution
A Managing Director is preparing for Partner and needs to contribute beyond their own book of business
A technically strong banker needs to get better at winning and managing senior client relationships
A senior banker is still doing too much personally rather than getting results through the team
A valuable banker has a difficult relationship with a Partner, group head, or senior colleaguep head, or other senior colleague has become difficult
The same feedback about communication, delegation, or internal influence keeps coming back, but little changes
How firms use us
Transition Development
Prepare bankers for Managing Director, Partner, or broader firm leadership, focusing on the capabilities the new role requires rather than those that earned the promotion.
Strategic Sounding Board
Work through difficult client situations, Partner relationships, internal politics, and consequential decisions that can't be discussed candidly inside the firm.
Selected Cohorts
Develop bankers at similar career stages, from those preparing for Managing Director to newly appointed Partners, with a focus on what their next roles actually require.
