“Sloan was instrumental in helping me successfully move on to a great, new position.”
Chief Investment Officer
Large Asset Management Firm
Large Asset Management Firm
As Seen In
As Seen In
Trusted by high-performing professionals at pivotal moments
My clients are leaders and emerging leaders across investment management: private equity, hedge funds, traditional asset management firms, RIAs, endowments & foundations, family offices, and other capital allocators.
They’re ambitious, accomplished and often at a leadership and career crossroads. Some are building a track record or a business and managing many stakeholders. Others are navigating high-stakes transitions.
What they all have in common: they seek clarity, growth and a trusted partner to help them get there.
They’re ambitious, accomplished and often at a leadership and career crossroads. Some are building a track record or a business and managing many stakeholders. Others are navigating high-stakes transitions.
What they all have in common: they seek clarity, growth and a trusted partner to help them get there.
Coaching that meets you where you are—and moves you forward
Whether you are stepping into a new leadership role, building a business, navigating internal dynamics or seeking your next opportunity, I’ll work with you to clarify what’s next and how to get there. My services are tailored for people who want to succeed in the investment management industry.
01
Executive & Leadership
Coaching
You’re growing into greater leadership-whether it’s your first team, a new fund, your first time as a Chief Investment Officer, a partner promotion, or you just made Managing Partner.
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02
Career Transition
Coaching
You know it’s time for a change—but the path isn’t clear. I’ll help you define your direction, tell your story, and move forward with confidence.
Learn MoreA clear process—with flexibility and depth
There’s no one-size-fits-all here. But after coaching for almost two decades, I’ve built a process that works—especially for people who are used to solving other people’s problems, not their own.
01
Discovery
Understand your leadership and career goals, motivations, and strengths
02
Strategy
Create a plan that’s both ambitious and realistic
03
Action
Build core competencies and hone your leadership style or confidently execute a search for your next role
04
Support
Work with a sounding board and accountability partner
05
Growth
Make the right decisions. Manage your ego. Improve emotional intelligence. Build habits, leadership presence, and confidence. Find success.
Clients work at firms including
Endowments & Foundations
Family Offices
Endowments & Foundations
Family Offices
Endowments & Foundations
Family Offices
Endowments & Foundations
Family Offices
Meet
Sloan
I’m an executive and career coach with almost 30 years working with clients in investment management-including 17 years as a coach and 12 years as an executive recruiter and entrepreneur.
I’ve helped hundreds of leaders navigate change, grow into their next chapter and build successful careers.
What sets me apart?
I understand your world. I bring structure and strategy. And I care—deeply—about helping you move forward on your terms.
I’ve helped hundreds of leaders navigate change, grow into their next chapter and build successful careers.
What sets me apart?
I understand your world. I bring structure and strategy. And I care—deeply—about helping you move forward on your terms.
Dec 13, 2023
Exploring Career Crossroads:
A Conversation with Sloan Klein
In this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial…
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July 16, 2020
The Leading Coaches in Asset Management
Executive coaching may be the most overlooked career hack — or so headhunters say. These are some leaders in the field, selected by Institutional Investor…
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