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“Tom proved it could be done. He and his team worked effectively with both the retail staff and lenders in our bank. He approaches the business from a can-do, positive, client-centered perspective. He wants to make certain every customer benefits from all the products and services we have to offer. He created service standards within his division that were the envy of the organization and a comfort to those of us referring business. His team actually referred as much if not more business to us as we did to them. It was truly a partnership.”

—F. Kevin Reynolds
President
Cardinal Bank, N.A.

Interim Sales and Department Management

Why This is Important to You

Losing a department manager can be disruptive at best, particularly when it occurs in an area of the bank or credit union for which you have limited expertise or little depth.

Finding the right replacement is critical and may take weeks or even months to accomplish. In the process of filling this vacancy, your level of risk increases on multiple fronts. Risk to sales, compliance, morale, employee poaching and the like all come into play in the shadow of a manager’s departure.

wealth management division consultantYour immediate need is to provide experienced leadership to ensure these risks are planned for and confronted.

Beyond that, whether this resignation was desired or not, you have a unique opportunity for your organization to evaluate and improve the performance of the unit.

By bringing in outside expertise to run the department while simultaneously helping in the sourcing and selection of a replacement manager, you obtain objective advice and solutions to issues that may have been plaguing you and the department. You engage a resource that will touch all of the key components of your business, first hand.

As a result, not only will you mitigate your risks; you will be putting an objective agent for positive change in place, while truly making the best use of your search time. The subtle beauty of taking this action is that you can turn this setback into success without any significant additional expense, as you have already budgeted compensation for the departing manager.

How We Work With You

We dedicate a seasoned manager to your organization to help with the daily business operations, sales, risk management and finding a qualified replacement.

Our managers are experts in their field with decades of experience managing wealth management business lines in financial institutions.

In addition to running the business and finding a replacement, our managers are also qualified to identify “quick hit” opportunities as well as longer term strategies and tactics to help your business optimize performance and results. Not only will they identify these improvements, but also in their role as Interim Manager, they will implement them.

What This Means For YouFinancial services consulting

  • Peace of mind knowing that the business is being run by a highly qualified, experienced, objective professional
  • Sustained sales momentum
  • Business improvements with little to no unbudgeted expense
  • Professional replacement search assistance
  • Undisruptive customer service
  • Limited distraction and the ability to continue to focus on other important corporate initiatives
  • The solace that comes with knowing your business line is being examined and improved by an objective, experienced resource.

Who Will Help You

Kane Carlton is a consortium of the best and brightest talent in the wealth management industry. This confederation of seasoned professionals combines decades of practical experience in highly specialized disciplines with a no-nonsense, innovative, results driven focus with a singular mission —to help you.

Tom Kane

Thomas C. Kane, Founder and Chief Transformation Strategist

Learn more about Tom and how his 35 years of practical experience in financial services can help you.

 

 

Why Kane Carlton

We help our wealth management clients make informed decisions by providing them with research, competitive intelligence, best practices and innovative, objective solutions designed to reduce costs, increase revenue and stay competitive. Yet, unlike pure consulting we pride ourselves on being on the field and in the game with you, focusing on implementing the work product we create.

We understand that the thin line separating a flourishing career from unemployment and a thriving franchise from a failed business is a combination of the decisions you make. So make your first decision the right decision —decide Kane Carlton.

Learn more about our firm and how we help financial institutions like yours optimize results in the delivery of wealth management products and services.

Who We Have Helped

See a partial list of financial institutions like yours that we have helped.

Where You Begin