Exploring Career Crossroads: A Conversation with Sloan Klein

Pull Up a Chair with CFA Society Boston

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a career as an executive coach, career management advice and finding opportunity in periods of stress.

Show notes

Sloan Klein brings a unique experience set to her coaching practice, having spent over two decades as an executive recruiter and coach advising senior level professionals and leaders in investment management, private equity and financial services on career and talent development.

Sloan co-founded Sextant Search Partners which was a successful financial services search boutique with offices in New York and San Francisco. For ten years she recruited executives in the fields of asset management and private equity. Sloan worked closely with management making the leadership and talent decisions as well as with the candidates being considered for selection. She led hundreds of searches helping to build teams and partnerships for a diverse roster of top tier clients.

After achieving her career dream of building a successful executive search firm, Sloan decided to refocus her energy on the part of the business that she enjoyed the most–helping people navigate career transition and talent development. For the past decade Sloan has built a robust coaching practice that is differentiated by insight gained from years of experience building teams in asset management and private equity. She understands firsthand the priorities of the leaders making the hiring and business decisions. Sloan leverages this perspective in her coaching to help clients achieve success.

Within asset management, Sloan’s experience spans the functional areas of investments, research, fundraising and investor relations, marketing, operations, and general management. Her clients are people at family offices, investment management and private equity firms, endowments, foundations, and other allocator platforms.

Disclaimer

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.

This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​

Information in this podcast should not be considered as a recommendation or advice to own any specific asset class. This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​

This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

Pull Up a Chair is produced by Association Briefings.