NestWealth VP Product Case Study

"It was a great experience working with the team. They took the time to understand what we were looking for, what stage we were at, where we were in our growth cycle, and what we needed from a Director of Marketing in order for our organization to be successful."

— Denise Willett, Chief Revenue Officer

2

Days Until First Round of Candidates

16

Candidates Presented

12

Candidates Interviewed

66

Business Days to Complete Search

THE SEARCH

NestWealth, a SaaS-based digital wealth management platform, had recently closed their latest round of investment. This created the opportunity to hire a VP-level Product Leader who would develop and deliver a more robust product experience and enable scale into other markets.

THE HIRE

This candidate has 28 years of employment experience (15 years in Product, 13 as a Product Leader, and 6 years in FinServ). Their experience included launching B2B SaaS products globally, managing large (80+) teams, implementing PLG best practices and helping to secure funding. Their roles were also primarily market facing to C-level stakeholders and decision makers of the FP1000.

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THE SEARCH

THE HIRE

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