Executive-coach-for-private-equity

A strategic partner for your next professional chapter

Whether you need a new role or want to explore opportunities for growth-this transition matters.
I help investment management leaders clarify search strategy, define their narrative, and execute their job search with confidence.
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Your Career, Built with Intention

Transitions can be disorienting–even for the most accomplished professionals. You’ve built a strong track record in the investment business.

Now you are at a crossroads:
Laid off due to an organization closing or restructuring
Took a role that doesn’t fit
Passed over for the promotion you wanted
Need to move because of geography or family
Unhappy with your compensation
Unsure how to talk about a non-linear path
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You know how to perform. You just need help navigating the in-between.
CIO-transition-coaching

What we work on

Identify & Define
Career Goals

Clarification of priorities and constraints
Experience and skill set analysis
Self-assessment exercises used for discovery

Job Search Strategy & Tactics for Search Execution

Develop a customized job search strategy and target universe
Define narrative
Revise resume
Develop a LinkedIn profile and strategy
Clarify positioning and create a two-minute pitch

Marketing Yourself:
Networking & Interviewing

Hone networking skills
Create and execute on networking plan
Sharpen interview skills
Prepare for specific interviews
Follow-up to interviews and networking meetings

Search
Momentum

Filling the top of the funnel and moving opportunities, relationships down the funnel
Tactical advice at pivotal junctures
Holding you accountable and ensuring our priorities are always top of mind
Managing the search: time, emotions, organization, discipline

Decision Making & Optimizing for Success

Determining the best fit opportunity
Negotiating and accepting the offer
Onboarding and the first 100 days
Setting yourself up to succeed in the first year

Clients work at firms including

TGP
Blackstone
Apollo Io
Ares
TCG
Rotunda
Newspring
Blackrock
Fidelity Investments
Goldman Sachs
J.P. Morgan Asset Management
Wellington Management
NEPC
Cambridge Associates

Endowments & Foundations

Family Offices

TGP
Blackstone
Apollo Io
Ares
TCG
Rotunda
Newspring
Blackrock
Fidelity Investments
Goldman Sachs
J.P. Morgan Asset Management
Wellington Management
NEPC
Cambridge Associates

Endowments & Foundations

Family Offices

TGPBlackstoneApollo IoAresTCGRotundaNewspringBlackrockFidelity InvestmentsGoldman SachsJ.P. Morgan Asset ManagementWellington ManagementNEPCCambridge Associates

Endowments & Foundations

Family Offices

TGPBlackstoneApollo IoAresTCGRotundaNewspringBlackrockFidelity InvestmentsGoldman SachsJ.P. Morgan Asset ManagementWellington ManagementNEPCCambridge Associates

Endowments & Foundations

Family Offices

Clear. Measured.
Built around your real goals.

We tailor everything to your needs—but the path has a rhythm:
01
Assess
What are your career priorities
and constraints?
02
Shape
Set search strategy and
align narrative
03
Act
Execute with purpose. Build and maintain momentum. Navigate conversations with clarity.
04
Decide
Evaluate offers, negotiate compensation and terms, accept a new role with confidence, set yourself up to succeed in the first year
"She was instrumental in helping me successfully move on to a great, new position and sow the seeds for my longer term career aspirations."

"Sloan was fantastic! She provided me insightful, practical advice in thinking about my career goals and organizing a job search. She was instrumental in helping me successfully move on to a great, new position and sow the seeds for my longer term career aspirations. Her background in executive search and deep knowledge of the financial services sector sets her apart from others."

Large Asset Management Firm
Chief Investment Officer
"Have you seen the movie Hitch with Will Smith? Sloan Klein is the Alex Hitchens of job search!"

"Have you seen the movie Hitch with Will Smith? Sloan Klein is the Alex Hitchens of job search! I had not actively sought a position in over 20 years and my job search skills were sorely in need of updating. Sloan’s insights were very helpful in bringing me quickly into the 21st century of senior level job seekers. In particular, I benefited from her deep background within the recruiting industry because she has an insider’s perspective."

University Endowment
Chief Investment Officer
"She was disciplined, thoughtful, supportive, organized, laser focused and insightful."

"Sloan was an integral part of a very successful search process. I started our relationship skeptical that most of my goals could be reached given the very difficult PE hiring climate, and we completed the process recently with a position that exceeded even the best-case scenario.
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Sloan was insistent on being clear about my goals, and the process we would use to achieve them. While her job description does not require her to do so, she played all of the following roles seamlessly: coach, advocate, opponent, sounding board, unlicensed shrink and friend.

She was disciplined, thoughtful, supportive, organized, laser focused and insightful. In what is one of the most important decisions someone can make in their life, Sloan was a home run."

Private Equity Firm
Partner
"She added value in every aspect of my job search and first year of a new job."

"Working with Sloan has transformed my career and really helped me redefine my path after years in the investment industry.

When I wanted to return to the non profit side of institutional investing, an endowment peer referred me to Sloan as her secret weapon/ trusted advisor. With her expert counsel, I was able to land my desired dream non profit role.
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I continue to work with her as a coach, leveraging her insights, business judgment and perspectives. She is an amazing coach with sound feedback and a structured approach to navigating my first year and beyond successfully. Her trusted advice and guidance has improved my performance and contributed to improving that of our overall team. I love working with her and feel fortunate to have her in my corner. She added value in every aspect of my job search and first year of a new job.

Today she continues to hold me accountable and is now my trusted advisor."

Foundation
CIO
"The reason why Sloan is such an effective coach though is because she made me feel comfortable to be open and honest like I would with a friend, because that's what she became to me through the process."

"Sloan was an incredible partner to me in my search.
I was skeptical at the outset about working with a career coach. I knew I wanted to make a change but I wasn't certain about my ideal next step. I am fairly self-reflective, but Sloan helped me put in perspective my strengths and weaknesses in a way I couldn't have done on my own. The process to find a great senior role takes time (nearly two years for me), but Sloan gave me the same amount of attention at the end as she did in the beginning. Her commitment and energy never waned, even when mine did. She's direct and honest but delivered feedback in a way that I could hear it. She's well connected and knowledgeable about private equity, venture, asset management, etc.

The reason why Sloan is such an effective coach though is because she made me feel comfortable to be open and honest like I would with a friend, because that's what she became to me through the process."

Large Private Equity Firm
Partner
"Sloan shares her practical, market-based perspective with encouragement, humor, and friendship. Exploring a career change is a daunting endeavor and I feel fortunate that I could invest in myself through partnering with Sloan."

"Sloan was a partner in the truest sense of the word when I investigated a career change. She helped me prioritize career objectives and position myself in a hyper-competitive market. Sloan was an experienced, strategic advisor when it came time to evaluate some important trade-offs and make courageous decisions. Sloan shares her practical, market-based perspective with encouragement, humor, and friendship. Exploring a career change is a daunting endeavor and I feel fortunate that I could invest in myself through partnering with Sloan"

Large Family Office
Head of Private Equity
"I have recommended Sloan to several people already and will continue to do so."

"Now that I have a new job, I have retained Sloan to be my executive coach, as I believe her wisdom will make me more productive in my work life, as it did in my "searching for work" life. I have recommended Sloan to several people already and will continue to do so."

Alternative Investment Management Firm
Head of Capital Formation and Investor Relations
"She helped me to prioritize my objectives, create an appropriate board resume and network with influencers and decisionmakers and she also provided important emotional support during the competitive interview processes."

"Sloan was an invaluable partner as I sought my first significant corporate board of director role after I retired from a long career in financial services. 

She helped me to prioritize my objectives, create an appropriate board resume and network with influencers and decisionmakers and she also provided important emotional support during the competitive interview processes.
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Sloan shared her experience and perspectives with encouragement, humor, and friendship and her instincts and predictions throughout proved to be accurate. I would highly recommend Sloan to anybody considering a pivot from senior operating to corporate board and advisory roles.”

Insurance Company
Board Director
"My return on investment for Sloan’s services was 12.5x (compensation increase / SKA's fees). With Sloan's coaching, my compensation increased by 60%."

"Sloan's deep experience as a recruiter and coach is exceptional, and her process is repeatable and proven. My job search would not have been as successful without her. My return on investment for Sloan’s services was 12.5x (compensation increase / SKA's fees). With Sloan's coaching, my compensation increased by 60%."

Top Tier University Endowment
Managing Director
"Sloan was an experienced, strategic advisor when it came time to evaluate some important trade-offs and make courageous decisions."

"Sloan was a partner in the truest sense of the word when I investigated a career change. She helped me prioritize career objectives and position myself in a hyper-competitive market. Sloan was an experienced, strategic advisor when it came time to evaluate some important trade-offs and make courageous decisions. Sloan shares her practical, market-based perspective with encouragement, humor, and friendship. Exploring a career change is a daunting endeavor and I feel fortunate that I could invest in myself through partnering with Sloan."

Large Family Office
Head of Private Equity
"I always benefit from my discussions with Sloan - she's insightful, has a unique vantage point, and is always pushing me to focus on my goals."

"Sloan has been extremely helpful in getting me to think more strategically and to focus on the bigger picture. Her encouraging style and supportive approach has resulted in tangible advances in my career, both in title and compensation. I always benefit from my discussions with Sloan - she's insightful, has a unique vantage point, and is always pushing me to focus on my goals."

Large, Global Investment Management Firm
Senior Vice President, Head of Client Relationship Management
"Sloan helped me navigate a tough macro and micro environment to find the job that I was looking for from the start."

"One of Sloan’s competitive advantages is her ability to not only understand the nuances of the type of positions that I was looking at, but also have the industry contacts and knowledge to provide additional context within the various discussions. In spite of the tight geographic constraint I put on my search, Sloan helped me navigate a tough macro and micro environment to find the job that I was looking for from the start. The fee I paid was a drop in the bucket in comparison to the assistance given throughout the process."

Alternative Investment Management Firm
Partner, Senior Credit Analyst
Leadership -transformation-coaching

Feeling stuck, uncertain, or in career transition?

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