The Position Brief
the case for your seat, built from your own record.
Private strategy for senior leaders in regulated financial services - for the restructure, the review, the new mandate, or the new CEO about to re-decide your role.
30 minutes. Off the record. If it is not a fit, I will say so.
Built early, the foundation strengthens and has time to become yours - used and adjusted in the ordinary weeks - so that when the moment lands, it holds.
By the time the restructure conversation, the review, or the offer arrives, the company's position has formed.
That position is not stated anywhere - but you are already living in it. It surfaces in the meeting - and if it goes unchallenged, it becomes the terms. The pay. The scope. The authority. The exit. If it is challenged the wrong way, the terms stay - and the conflict starts.
I work with senior leaders in the window before that happens, while the company's position can still be challenged, with your evidence.
A restructure that will re-decide your role in rooms you are not in.
A review where the company's position becomes the only record - and every pay and scope conversation after it starts from whatever gets written.
A new role or mandate that is bigger than the terms being offered for it.
A new CEO or board arriving with someone else's assumptions where your record should be.
A seat that has grown - projects, remit, regulation - while the terms stayed where you signed them.
An exit where the terms will be calculated from the version of the role on record, not the one you actually carried.
the case for your seat, built from your own record.
the decisions you hold it with in the room: what to accept, what to refuse, what to ask for - whatever comes back at you. A foundation, not a script - it adjusts to whoever is in front of you, and holds because it is you.
The case is built outward from the seat - what it requires, and the evidence of what you uniquely bring to it. Data has its place - but comparison is the room's argument, and the seat is yours. Where the terms are set by a committee against a peer grid, the seat's case is what moves you to the right grid.
You know most of what belongs in it. You have known for a while - and it has not moved. Because a list is not the work.
The work is what happens when someone from completely outside challenges the assumptions you cannot challenge from inside what you are experiencing: what the seat is worth, what counts, what you have been absorbing as normal.
Every client so far knew their own facts. Not one had their position - until it was pulled out of them, tested, and put back together in front of them.
One shape I see again and again: a leader promoted into a bigger seat - still describing it from the version they were promoted out of. Every fact right. The assumption underneath never touched.
What none of the do-it-yourself routes provide is the challenge from outside - from someone who has lived both sides of the situation you are facing, and knows from experience how to turn it around.
That is what changes the conversation. It is what the call starts.
Head of, to C-suite. Base up 25%, benefits and deferred pay restructured, reporting lines changed. Scope negotiated, not absorbed.
Promotion, in a banded structure: from the low end of one band to the higher end of the next. Total comp up 45k. JD changed to match.
Offer rebuilt during the interviews. Their terms in the contract.
A year of nothing landing. One month in: final rounds, two opportunities.
None of it expired with the meeting. It carries into every situation after - committees, new mandates, the next conversation.
Senior leaders in regulated financial services. In funds, asset management, private wealth, banking, and fiduciary businesses.
With a real moment coming: a conversation or decision that will re-set pay, scope, authority, terms, or exit value.
This is not coaching, visibility advice, or a CV rewrite. It is private strategic decision preparation for a professional moment where walking in under-described is expensive.
If there is no live decision, no meaningful stakes, or what is wanted is a guaranteed outcome - this is not the right work, and the call will establish that quickly.
I came to this work after 15 years in oncology, 10 years in corporate, and now five years with my own practice.
In oncology, I learned that what someone brings and what gets recorded about them are two different things - and that the gap has consequences. We were taught to close it. What you bring and what you require to deliver was one conversation - educated in from the start.
I also learned to hold the hardest conversations there are - the ones where someone has to look directly at what is true, decide, and keep moving - because the stakes did not allow for less.
In corporate, I found the opposite: the same gap in every senior room, handled with a very different discipline - often very little of it. Positions built to be defensible, not proactive. Leaders who know exactly what they carry, but have never put it down as evidence - too busy carrying it.
I sat in one of those seats. The scope kept arriving and I kept absorbing it - at one point my pay went down while the work grew. I knew it was not right, and I kept accepting anyway. The first position this work ever built was my own: I used it to decide what came next.
More than 130 senior leaders across financial services since.
I am not in your market. I am not in your network. And I spent years in a profession where confidentiality was clinical, not contractual.
It is why people talk to me.
I stayed exactly where I was. The difference was that the work finally showed up on paper, not just in the room.
No other offer, no ultimatum. Just the case for what the seat had already become - and terms that finally matched it.
I'd been carrying more than the title said for a long time. For the first time I could show it, instead of hoping someone noticed.
I walked into the review with evidence instead of an argument. That is what changed the conversation.
I knew what I'd done. What I didn't have was it written down in a way the business couldn't wave away.
After the decision is made, this becomes recovery work. Before it, it is leverage.
The private call is 30 minutes and off the record.
Before it, you complete a short assessment of the seat - so the call is about your situation, not a pitch.
If the stakes are not real, I will say so. If they are, you will leave the call knowing exactly what the work will build, and you decide from there.
Not ready for a call? The company has a position on your seat. How strong is yours? Four minutes, private.