A publicly traded bank headquartered in the Midwest operating with an aggressive, acquisition-based growth plan, was looking for a new Head of Wealth Management.
The client needed an executive search firm with a deep specialization and understanding of the wealth management leadership landscape, but it was critically important that the firm also had cultural expertise of the Midwest, and a network of talent either in the Midwest, or ready to relocate there.
SLATE was selected and retained to conduct the search over the large search firms based on our financial services sector specialization coupled with our specific focus on working with clients in the Midwest and in smaller market cities.
“Working with SLATE is a significant step above the other search firms we’ve used. Their attention to detail, thorough approach to the market, and quality of candidates including a deep assessment of each made the process so much easier ”
The bank and the wealth management platforms were unique in that the asset sizes were similar, and the strategy was to 5X both within 5 years. The bank needed someone who could work closely with the executive team and senior leadership supporting organizational growth of the wealth business including expansion into additional geographies, niches, growth of the Family Office space, modernization of investment products and specialized services while ensuring appropriate risk management and pricing oversight. The role had P&L responsibility and acted as a stakeholder in the development and implementation of broader strategic plans.
Led by Managing Partner Matt Huffman, we tailored the search to provide a clear and complete picture of the leadership talent among the entire wealth management landscape, allowing the client to consider not only candidates sitting in the exact role, but also the succession ready talent at similar to larger firms, which is ultimately where the hire originated. Having spent decades focused on attracting executive talent, Matt not only provided a comprehensive view of the market, but also relationships with the candidate pool, including years of intel and understanding of their career paths, their personal situations, and their cultural fit with the client.
“Bringing the actual intel on the candidates, along with the assessment and the background details really helped us make the right decision. SLATE not only finds the candidates, but in many cases, they’d had relationships with them for years”
We presented our first slate of candidates in 3 weeks, which included the candidate who was hired.
As Midwest natives, we know the culture from Omaha to Chicago to Cincinnati and use that knowledge to your benefit when placing executives in the right role.
Tell us what’s on your mind. We’ll use our extensive network and cutting-edge technology to find the best solution for you.
Andre Arbelaez is a global technology executive and a leader in the hispanic community as the President & CEO of the Hispanic C-Suite Corporate Council (HC3), a non-profit organization focused on the promotion, advocacy, connectivity and development of the hispanic executive.
Named by Latino Leaders magazine as a “Technology Diversity Guru”, Andre is a frequent speaker on technology, diversity and inclusion as well as Smart Cities and has spoken at events from the White House to the United Nations headquarters. He serves as Oakland University’s (Rochester, Michigan) Chairman of the Advisory Board for the Information and Decision Sciences Department.
He also serves on the Board of Directors of iWorker Innovations, a Michigan company driving equality and designing benefits tailored to America’s fast-growing independent workforce. Andre has had global technology executive roles with Globant, Argentina’s largest technology firm and Softtek USA, Mexico’s largest private nearshore firm, as their SVP and Chief Strategy Officer.
He also has served in leadership roles in global business development with T-Systems and Covisint LLC, the automotive global portal owned by General Motors, Ford, DaimlerChrysler, PSA and Renault. Andre received the 2018 Maestro Award in Leadership in August, 2018 and was named one of the “101 Most Influential Latino Leaders in 2017” by Latino Leaders Magazine. He received the 2016 Alumni of the Year award from Northwood University in Midland, Michigan.
Matt is the Managing Partner of SLATE and is fully focused on all aspects of financial services and industrial manufacturing at the board and executive level. For over 20 years, he has designed and executed talent acquisition strategies for financial services firms ranging from Banks and Wealth Management firms, to Global Asset Managers and Insurance companies. SLATE was founded by Matt in 2016 and exists to serve premier financial services firms in the Heartland, and in smaller market cities across the country.
His corporate experience includes building and leading the executive recruiting function for the corporate headquarters of Edward Jones, one of the largest wealth management firms in the country. In this role he worked with the firm’s management committee on hiring strategy and succession planning, led and executed executive searches across the entire platform, and represented Edward Jones to the executive talent marketplace.
Prior to joining Edward Jones, Matt spent 11 years working in the Global Capital Markets as a retained executive recruiter specializing in Investment Banking, Research, Sales and Trading and Institutional Asset Management.
Mr. Huffman holds a Bachelor of Science Degree in Business Administration from Maryville University of St. Louis, MO and is licensed as a Registered General Securities Representative, Series 7.
Leonard McLaughlin, a Partner at SLATE, is a renowned expert in diversity recruiting within consumer and commercial financial services, industrial manufacturing, and healthcare. Since joining SLATE in 2023, Leonard has been instrumental in spearheading our mission to promote diversity, equity, and inclusion. With an outstanding track record of accomplishments, he has held influential positions as Chief Diversity Officer of the Federal Reserve Bank of Chicago, Gallagher, and Mr. Cooper Group.
Throughout his career, Leonard has led strategic initiatives to attract, retain, and advance diverse talent while fostering an inclusive workplace. Notably, he has pioneered groundbreaking diversity, equity, and inclusion (DEI) initiatives at multiple organizations.
As President of Aon Cornerstone Solutions, Leonard revolutionized the professional services landscape by establishing an exclusive network of exceptional minority and women-owned businesses for clients. Under his leadership, this initiative grew from a start-up to a full-fledged division, forging strong partnerships with minority businesses and bolstering diversity recruitment efforts.
Leonard’s extensive knowledge and remarkable achievements in diversity recruitment have established him as a recognized authority in the field. By leveraging his expertise, SLATE continues to excel in connecting clients with the highest caliber of diverse talent in the financial services industry. Leonard’s unwavering passion for driving diversity, equity, and inclusion, coupled with his unwavering commitment to delivering exceptional results, solidifies him as a leader in diversity recruitment.
Jonathan Allard, a Senior Associate at SLATE, has been an instrumental financial services and manufacturing specialist since joining the firm in January 2020. His expertise lies in successfully leading search engagements across various sectors, including banking, wealth management, private equity, asset management, insurance, annuity platforms, and family offices. Currently, he oversees all aspects of search execution, from relationship building to candidate placement.
Prior to SLATE, Jonathan spent six years as a private wealth advisor with Wells Fargo Advisors and Edward Jones. His career was defined by leveraging nationwide banking and advisory relationships, specializing in a range of functions. This included crafting tailored portfolios for individuals and small businesses, as well as addressing Private Banking needs for major insurance companies and Wealth Management firms.
Mr. Allard holds Bachelor of Science Degrees in both Accounting and Finance from Southern Illinois University, Carbondale, IL.
