Who do we work with?

J.C. Trident partners up with various types of asset management firms to help grow their firms. We have worked with firms in the following areas

  • Mutual Funds
  • Separate Accounts
  • Real Estate Sponsors
  • Annuities and Life Insurance
  • ETF Strategists
  • Energy Sponsors
  • Equipment Leasing 

We have experience working with firms that have assets of less than $20M up to firms with tens of billions of dollars such as Van Kampen American Capital.  

WHy J.C. Trident?

J.C. Trident has been recruiting for asset managers since Dan Baccarini entered the recruitment industry in 1996. Ever since then we have been helping asset managers take their firms to the next level. 

We are not just recruiters, but have experience as financial advisors, wholesalers and senior executives at asset management firms. Our experience helping to build teams from within asset managers as insiders allows us the unique perspective necessary to evaluate the right candidates for your firm. 

Disclaimer: It should be noted that J.C. Trident does not independently verify the information provided by the candidates submitted to include the information submitted on their resumes.

Due to recent litigation in the Search Industry, J.C. Trident does not conduct background investigations and prefers not to conduct reference checks (we will only conduct reference checks upon request). We highly recommend utilizing a company that specializes in such activities to ensure that all current labor laws, credit reporting regulations and privacy rules are followed precisely.

Proven Asset Raising Success is What you need!

There are three distinct areas in which J.C. Trident focuses their Asset Management executive search practice.

  • Senior Executives (CEO's, Presidents, Chief Investment Officers and Chief Sales Officers).
  • Senior Sales Personnel (National Sales Managers, Divisional Managers, Wholesalers, Institutional Sales and Key Account Managers).
  • Portfolio Managers to include entire team Lift Outs.

Through the use of our industry contacts (our database consists of over 20,000 contacts), our proprietary 30-Step Search Process, and our decades of experience in the financial industry we can assure you that we will find the right person for the job.

Asset Management