Tiburon Careers

Tiburon Careers

Tiburon is hiring in two areas:

  • Principals: We are seeking principals who can leverage our research and significant lead flow by working with Tiburon clients to identify new consulting projects, propose & sell new projects, and execute those projects
  • Production assistants: We are seeking well-trained, self-motivated, adaptable, and detail focused individuals to fulfill several openings as production assistants

About Tiburon Strategic Advisors

Tiburon Strategic Advisors was formed in 1998 to offer market research, strategy consulting, & other related services primarily to senior executives in the financial services industry. Tiburon’s business structure is akin to being a boutique version of McKinsey & Company, Bain & Company, or The Boston Consulting Group, with a single industry orientation (financial services), a deeply embedded research orientation, a relatively narrow focus on strategy consulting, and an entrepreneurial culture that supports numerous unique opportunities, including retainers, executive counseling and board roles; incentive fee consulting work; institutional brokerage opportunities; investment banking opportunities; venture capital and/or private equity opportunities; and proprietary investing opportunities.

Tiburon’s core clientele groups are the CEOs and other senior executives of large US financial institutions facing difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a long list of venture capital & private equity firms, and investment banks, making investments in, and executing transactions in, markets where Tiburon has developed proprietary insights.

The firm has served over 300 corporate clients and completed over 1,400 projects since its founding, and today, its knowledge base includes topics such as consumer wealth, mutual funds distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-based financial advisors market, the CPA firms market, the family offices market, and various international markets.


Current Openings

Tiburon has openings in two areas:

  • Principals: We are seeking principals who can leverage our research and significant lead flow by working with Tiburon clients to identify new consulting projects, propose & sell new projects, and execute those projects. This is a unique opportunity to be part of the leadership team that builds a highly focused strategy consulting practice working for some of the most dynamic financial services companies. We are building an entrepreneurial environment where experienced professionals can leverage an amazing flow of opportunities to sell work. This means that there is no need to cold call. Tiburon’s list of existing clients is large and the semi-annual Tiburon CEO Summits bring CEOs and senior executives together on a frequent basis. The opportunity to build a significant practice is large for professionals who can design proposals that respond to requests from existing relationships and then execute the work at the highest standard
  • Production assistants: Tiburon seeks well-trained, self-motivated, adaptable, and detail focused individuals to fulfill several openings as production assistants. Details on the opportunity are included below


Principals

Context Setting

Tiburon's key growth opportunity is to add additional principals to leverage its existing client relationships, research, marketing processes, lead flow, & infrastructure that has been built over the past fourteen years. It is expected that new principals will independently lead strategy consulting assignments with existing Tiburon clients.

Opportunities

Becoming principal at Tiburon is an excellent opportunity for mid-career strategy consultants who have gained experience with top-tier strategy consulting firms, and who may now wish to pursue financial institutions focused strategy work in an entrepreneurial environment. Principals will build relationships with Tiburon clients at Tiburon’s exclusive CEO summits (approximately 200 Tiburon clients attend each of its semi-annual CEO Summits), through introductions by Tiburon’s managing partner and by responding to incoming requests for proposals. The principal role is to take these leads, propose consulting work plans, sell that work, and then execute the work.

Tiburon also seeks to allow new principals to push beyond the firm's traditional strategy roots into other, often larger size, consulting engagements, including areas such as operational redesign and other more traditional onsite consulting services if principals are interested and experienced in this type of work.

Ideal candidates will have significant experience in one or many segments of financial services. Additionally, ideal candidates will have significant experience in one or several functional areas. All ideal candidates will have excellent analytical and communications skills.

Qualifications

The Tiburon principal role requires experience as a management consultant who has learned and successfully applied strategy consulting processes. The best candidates likely have gone into the financial services industry and/or extensively served financial services companies. As compared to the model of the leading management consulting firms, the best candidates for Tiburon may bring more industry expertise, may be a little more research focused, may be more hands-on, and may be seeking more entrepreneurial opportunities.

Candidates for the principal role needs to have gained experienced at one of the top-tier strategy consulting firms such as McKinsey & Company, Bain & Company, and The Boston Consulting Group (e.g., Tiburon's managing partner is an alumnus of McKinsey & Company). A careful balance of consulting skills, industry experience, and research aptitude is required. Principal candidates must be able to develop and maintain excellent client relationships and independently lead multiple and execute projects.

Compensation Package

Compensation for principals is structured as a percentage of revenue realized by that principal. Our current revenue sharing model allocates a lower percentage of project revenues to sales, research, marketing, administration, & equity, and the majority to the executing principal. Early principals may be eligible for higher percentage payouts as they will be expected to continue to help build the infrastructure and source additional principals.

After an initial period of proven performance, draws can be established for all principals based on realized revenues; draws of $300,000-$600,000 seem realistic based on $600,000+ compensation expectations principals, with additional compensation paid semi-annually or annually.

The firm is not interested in contractor relationships or assistance from recruiters.


Production Assistants

The Tiburon production assistant role is the firm's only available role for candidates without management consulting experience. This is a unique opportunity to work directly with the firm's managing partner in developing PowerPoint documents, conducting related research projects, & leading high impact marketing efforts.

Qualifications

More than any particular degree or experience, Tiburon's culture requires candidates to be research-oriented, organized, self-motivated, detail-oriented, & conclusion-oriented. All Tiburon production assistants will be primarily engaged in the development of PowerPoint documents offered to clients, including the processing of the managing partner's additions & enhancements and related research assignments. Each production assistant will also be responsible for executing & enhancing one broad marketing activity such as its web site & research releases, contacts database, and/or CEO Summits (client conferences) activities. Tiburon has developed the following qualifications list for this role to represent its desire to find team members with necessary aptitudes:

  • Work Experience: Two-to-five years of specifically related experience. Ideal work experience will relate to the specific opening sought and have been in a professional services firm (e.g., a law firm, CPA firm, or other strategy consulting firm). College and/or advanced degrees are expected but not necessarily required for this role
  • PowerPoint Skills: The key here is speed, not advanced skills; the ability to follow existing formats, seek perfection, and move quickly is key. All applicants must be well versed in PowerPoint and have experience turning around documents daily
  • Specific Role Skills:
    • Web Site & Research Releases: Tiburon needs assistants with skills in web site development who can bring to life the ideas of the firm's managing partner and bring Tiburon's web site back to leading edge. The firm utilizes Adobe Go Live and FTP Pro. The firm also maintains (and needs to enhance) thirteen financial advisor benchmarking tools
    • Contacts Database: Tiburon needs assistants with the skills need to leverage its 600,000+ industry contacts database on several levels, including for research, marketing, and even to be sold as a product. The firm is in process of moving to Sales Force.Com
    • CEO Summits (Client Conferences): Tiburon needs assistants with skills that can help it advance it thriving client conference, held semi-annually at the Ritz Carlton Hotels in New York & San Francisco. The firm has a terrific opportunity to enhance these conferences. The skills needed is more around sales, monetization, high-level professionalism, and other related activities, more so that detailed conference planning as the events score 9.0+ on a 10.0 scale already
  • Motivation, Research-Aptitude, Analytical Mindset, Organization, Attention-to-Detail, Energy, Resiliency, Common Sense, & Street Smarts: More than anything, success in this role will be had by candidates that are motivated, tackle assignments head-on, stay organized, & can figure it out; the best school pedigree or highest grades often don’t reveal this
  • Availability: Candidates must be available to interview immediately, be currently living in the San Francisco Bay Area, have an existing legal right to work in the US, be willing to prepare for the role, and be available to begin work immediately

Compensation Package

The compensation package for the Tiburon production assistant role is:

  • $20.00 per hour with raises available as quickly as results warrant. Payments are made via direct deposit twice per month
  • A required 40 hours and a maximum allowable 48 hours work per week (with the eight overtime hours compensated at 1.50x the hourly wage)
  • Benefits including comprehensive medical insurance and fifteen days paid time off (including vacation, personal days, sick days, etc.), both starting after 90 days of successful employment. Tiburon also honors all New York Stock Exchange holidays and all employees are granted their birthday and hire date anniversary as special holidays, allowing a total of about 35 paid days off per year
  • Process training though one-off courses (e.g., PowerPoint; web site development; email marketing; contacts database optimization)

All Tiburon production assistants will be expected to maintain detailed accounting of their hours and should take meal & break periods as stipulated by California employment law. All Tiburon production assistants are subject to a three month probation period without benefits. Tiburon production assistants roles are challenging; employees should seek out regular feedback from their assigned supervisors and/or mentors. Continued employment will be based on individual and company performance. Tiburon will not offer severance to production assistants who do not succeed.


Careers Process

Prior to applying for any Tiburon role, please:

  • Thoroughly review Tiburon’s web site to gain a comprehensive understanding of the firm’s products (which include its research, the Tiburon Research Assess Program, its database access program, & its conference speeches), its services (which include its market seminars, market research projects, strategy consulting projects, & retainers, executive counseling, & board roles), and its research processes and document structures
  • Also please visit the web sites of leading strategy consulting firms such as McKinsey & Company, Boston Consulting Group, and Bain & Company to better understand the strategy consulting industry, and understand Tiburon’s position within the broader market
  • There are even two books in the library called The McKinsey Way and The McKinsey Mind. Reading such would prepare one well for an interview at Tiburon

If you are interested in applying for any Tiburon role, please email a cover letter explaining how you would fulfill this job’s specific requirements, and include a resume. Please send these to Careers@TiburonAdvisors.Com. Tiburon will contact qualified candidates promptly. Thanks & good luck!