Exploring Career Crossroads: A Conversation with Sloan Klein

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.

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