Coaching & Mentorship

Executive Coaching for Client-Facing Leaders in Financial Services

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We work with client-facing leaders and bankers in financial services who are taking on expanded mandates, leading transformation, and operating in complex, high-stakes environments—where leadership judgment, execution quality, and clarity directly shape outcomes for teams and clients.

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This is an ongoing developmental partnership, not transactional advisory. Coaching engagements typically span 3–12 months and focus on strengthening leadership capability, improving execution in real work, and building confidence where it matters most.

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Our coaching is grounded in real-world financial services experience—from managing client portfolios to leading large-scale transformation programs—combined with deep expertise in leadership, execution, and change. We coach from lived experience, not theory.

 

 

Who We Coach

Client-Facing Bankers & Relationship Managers
Advisors, private bankers, and relationship managers responsible for managing client portfolios, growing relationships, and delivering consistent client experience in complex, regulated environments.

 

Senior Executives
C-suite and senior leaders accountable for transformation, strategic inflection points, M&A, or expanded scope—strengthening decision-making, executive presence, and the conditions that enable effective client-facing execution.

 

Emerging Executives
High-potential leaders stepping into VP or Director roles—building the judgment, confidence, and execution capability required to succeed at the next level.

 

Functional & Transformation Leaders
Leaders responsible for digital initiatives, enterprise change, or operating model shifts—aligning stakeholders, making complex trade-offs, and sustaining execution in regulated environments.

 

 

Coaching Focus Areas

Leadership Judgment & Executive Presence
Strengthen credibility, influence, and leadership impact—especially in high-stakes, politically complex environments.

 

Leading Through Transformation
Navigate organizational change with clarity and confidence—aligning stakeholders and sustaining execution momentum.

 

Decision-Making Under Pressure
Sharpen the ability to make critical decisions with incomplete information, balance competing priorities, and move decisively from analysis to action.

 

Building High-Performing Teams
Strengthen team alignment, accountability, and execution—so leadership decisions translate into results.

 

Career Acceleration & Transitions
Prepare for expanded roles, increased visibility, or senior leadership transitions—building the capability and confidence required for sustained impact.

 

Client Leadership & Practice Discipline
Strengthen how leaders and bankers manage their client practices—prioritization, follow-through, client conversations, and operating rhythm—so performance is consistent, not reactive.

 

 

How Coaching Works

Assessment & Goal Alignment
We begin with a structured intake to understand context, leadership challenges, and success metrics—creating a coaching roadmap tied to real work and outcomes.

 

Ongoing Coaching Sessions
Typically Bi-weekly 60–90 minute sessions focused on live decisions, leadership challenges, and execution priorities—with accountability between sessions.

 

Action-Oriented Focus
Every session translates into action. Leaders leave with clear commitments, frameworks, and next steps they apply immediately.

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This may include refining operating rhythms, client engagement practices, and

decision-making routines that directly shape performance and client outcomes.

 

Confidential Partnership
A trusted space to think strategically, work through complex challenges, and test decisions without organizational politics.

 

Measured Progress
Progress is reviewed regularly and the coaching focus evolves as priorities change—ensuring continued relevance and value.

 

 

Coaching Formats

Executive Coaching Engagements

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• 3-month intensive: Focused support during a transition or critical period (typically bi-weekly; 6–8 sessions)

• 6-month developmental: Sustained capability-building (typically bi-weekly; 12–15 sessions)

• 12-month partnership: Deep leadership development through transformation (typically bi-weekly; 20–24 sessions)

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Leadership Team Coaching
Coaching for intact leadership teams seeking stronger alignment, collaboration, and collective execution (6–12 months; cadence and format tailored to team needs).

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Advisory Sessions
Short-term or single-session advisory support for specific decisions or strategic challenges.

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Outcomes Leaders Achieve

• Greater clarity and confidence in high-stakes decisions

• Stronger executive presence and cross-functional influence

• More effective leadership through transformation and change

• Improved team execution, accountability, and alignment

• Accelerated progression into expanded leadership roles

• Sustainable performance without burnout

 

 

Investment

Coaching engagements are customized based on scope, duration, and objectives. Investment details are discussed during a complimentary consultation to ensure fit and impact.

 

 

Ready to Strengthen Your Leadership Impact?

Schedule a complimentary 30-minute consultation to discuss your goals, challenges, and whether executive coaching is the right fit.

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Based in New York | Coaching leaders across financial services globally

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