FINANCIAL SERVICES
Inspiring Leader Coaching

Overview and Outcomes

This hedge fund came to us as they were preparing for a COO succession. Initially, they wanted an Executive Coaching program for the aspiring COO. The emphasis was on strengthening both him and the team in preparation for the change, building trust across existing and new relationships at the senior leader level, and designing a launch plan for his success. The coaching partnership evolved to include additional senior executives, with a focus on building common language and collaboration to help them navigate upcoming organizational changes.

  • LEADERSHIP
    DEVELOPMENT AND
    AGILITY
  • HIGH PERFORMANCE
    TEAMING
  • LEADING CHANGE

The Results

Individual Leaders

Increased self-awareness re: leadership style, strengths and opportunities for growth

Increased executive presence and influence

Stronger relationships and communication at the senior team level

New role launch plan to support success in first 6 months

Increased confidence in delegation and scaling through stretching team

Senior Team as a Result of Individual Coaching

Leveraged leadership and team strengths; aligning them for higher performance

Alignment of strategy around upcoming organizational change

A common language for communication, conflict management, and effective teaming

Cohesion that transcends personalities - more collaborative voice, and inclusion on key decisions, alignment and accountability on execution

Expanded resilience and emotional agility to navigate through organizational, team, or individual leader changes

The Coaching Partnership

Coaching partnership allows for both individually high touch learning, while also providing opportunity for them to come together as a team.

DISCOVERY

Shift Positive 360 (interview style positive psychology survey)

Emotional intelligence and inspiration indexes

Pre/Post Surveys based on customized leadership and learning goals

RAMP UP

Interview process to identify the best fit of executive coach

Customized learning plan, roadmap and metrics for each senior executive

LEVERAGE POINTS
Leaders

1:1 coaching with senior leaders, individual leader development plans

Teams

(supporting executives to use language and frameworks with colleagues and cascade to teams)

Culture

common leadership and teaming language and frameworks

The Why

This successful hedge fund is a progressive hedge fund who understands culture as a differentiator. They are committed to growing and deepening their leadership bench to ensure succession for the future.

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