A Sample of Our Capabilities

Representative Searches Conducted

hedberg search has performed a range of executive searches for hiring managers across the United States. We focus on filling executive-level positions in the investment management industry. Three hot areas right now: Municipal Analysts, Institutional Sales, and Compliance. Below is a sample of job assignments we’ve conducted.

Executive positions:

  • Chief Financial Officer
  • Chief Compliance Officer
  • VP Corporate Counsel

Research / Trading positions:

  • Sr. Fixed Income Strategist
  • Fixed Income Portfolio Manager
  • Corporate Bond Trader
  • Municipal Bond Trader
  • Sr. Corporate Credit Analyst
  • Sr. + Jr. Municipal Credit Analyst
  • Structured Credit Analyst
  • Sr. Natural Gas Analyst
  • Natural Gas Trader

Accounting / Compliance / Operations positions:

  • Chief Financial Officer – Retail BD + Institutional BD
  • Controller – Institutional BD
  • Advertising Review Manager
  • VP ERISA/Compliance Attorney
  • Compliance Officer
  • Director Due Diligence – Manager Selection
  • ACATS Manager
  • IRA Manager
  • Settlement Manager
  • VP Investment Operations – BD
  • VP Investment Operations – Online BD
  • Director of Operations – Asset Management Firm with 28 Billion AUM

Distribution / Sales / Marketing positions:

  • Director Business Development – Mutual Funds
  • Director of Investment Review
  • Institutional Retirement Plan Salesperson
  • Institutional Fixed Income Sales Manager
  • Institutional Fixed Income Salesperson
  • Market Director – Retirement Plans – Retail
  • Sr. Product Manager – Mutual Funds
  • Sr. Market Manager – Institutional 401k
  • Sr. 401k Product Manager
  • Life Insurance Product Manager 4
  • HNW Portfolio Manager – Fixed Income
  • HNW Portfolio Manager – Balanced
  • HNW Client Experience Manager
  • Ultra HNW Family Wealth Product Manager 5
  • Trust Product Manager 5
  • VP Strategy – Sales Desk Manager
  • Internal/External Wholesalers – Funds, Annuities, Life
  • Sales Desk Manager – Financial Planning Product
  • WRAP Account Product Manager
  • VP Financial/Retirement Planning
  • Product Manager Financial/Retirement Planning 4

Other:

  • Business Systems Analyst BD
  • Director Product Services
  • Conversation Manager – Institutional 401k
  • Plan Controller – Institutional 401k
  • Retirement Services Provider Manager
  • Retirement Services Provider Consultant
  • Life Underwriter