• How are you motivating your high performers?
  • Is everyone in your firm in the right seat – in their “A” Game?
  • Is your firm/team operating at peak performance?

AUMPARTNERS specializes in working with financial services firms around the world to develop leaders at every level - from the executive team, through middle management and individual contributors - to help all employees be in their “A” Game and maximize their contribution to achieving results.

Our services include firm-wide, team and individual assessments as well as training focused on leadership, job fit (incumbents and job candidates), engagement, communication and succession planning. Based on foundational assessment results, we design custom training, coaching and consulting programs to efficiently and effectively achieve your objectives.

Your unique needs deserve unique solutions

Awareness is the first step

Our online and in-person assessment tools highlight opportunities for improvements that will have the most impact on performance. Some examples include:

AUM Training & Consulting

Finance professionals are a unique breed. We understand how they think because we’ve sat in a lot of their chairs and have been helping them achieve “performance alpha” for years. Our training programs get immediate traction because we speak their language. Examples of some of our most popular offsite or modular programs include: