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Office Politics and Developing Executive Presence

Sector

Investment Banking

Title

Director

Location

USA

The Situation

The client had recently lateraled to a full service investment bank and sought guidance on establishing a positive reputation, navigating complicated office politics, motivating junior staff, developing a sourcing strategy, and positioning themselves for a Managing Director role.

The Process

Charlie provided the client with highly tactical techniques to address all of the above issues. He reviewed and provided feedback on the client's strategic plan and prepared the client in advance of critical meetings with internal bank executives. Charlie also provided strategies for navigating a handful of complex office politics in the midst of firm layoffs and restructuring.

The Result

The client was able to rapidly develop a positive reputation within not only their own group and office, but the broader bank as well. Despite market turmoil and layoffs, the client received bonuses significantly above market in both 2022 and 2023.

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