Talent Assessments
for High Performers in the Financial Industry
The problem.
A financial services organization had a group of high-performing employees who were excelling in their current roles but felt misaligned with their long-term career aspirations. While they wanted to remain within the financial industry and stay at their company, they sought new career paths that better suited their skills, interests, and professional growth goals. Without a clear framework for career transitions, these employees lacked direction on how to navigate internal opportunities.
The strategy.
We provided a structured Career Pathing program, including:
Career assessments to identify strengths, preferences, and potential alternative roles within finance.
Personalized career coaching to explore viable career paths and align individual goals with company opportunities.
Targeted career mapping to outline logical transitions and develop customized career trajectories within the company.
Guidance on internal mobility by helping employees articulate their desired career shifts and prepare a clear proposal for HR and leadership.
The results.
As a result of our program, employees successfully identified career pivots that aligned with their skills and company needs. The group developed a well-structured plan to present to their team lead and HR, detailing their desired transitions and the rationale behind them. This approach not only facilitated smoother career movements within the organization but also reinforced employee engagement and retention by ensuring high performers had a clear and meaningful path forward.