Today we’d like to introduce you to Daniel Klein and Jason Latin.
Hi Daniel and Jason, we’re thrilled to have a chance to learn your story today. So, before we get into specifics, maybe you can briefly walk us through how you got to where you are today.
Daniel’s story: Born and raised in Westchester, New York. I currently reside in Miami, Florida post graduating from the University of Miami Business School.
Before starting JL Klein, I worked at another executive search firm for three years as an executive recruiter specializing in legal and compliance in the asset management space. In the legal space, I work with anywhere in between paralegals up to general counsels. In the compliance space, I work on roles anywhere and in from compliance analysts to chief compliance officers. I have been successful in placing top legal and compliance candidates at large hedge funds, private equity, and venture capital firms all across the United States.
Jason’s story: Born and raised in Roslyn, New York, I currently reside in Miami, Florida. I am a graduate of Indiana University. Similar to Daniel, I spent approximately 2.5 years at an executive recruiting firm, specializing in legal and compliance placements for top-tier asset management firms. I honed my skills in identifying top-notch talent and understood the intricate dynamics of the asset management industry.
Would you say it’s been a smooth road, and if not, what are some of the biggest challenges you’ve faced along the way?
Leaving a secure job with good pay, benefits, and a supportive community is a significant decision, particularly when it’s about starting a new venture such as executive recruiting. However, with risks come rewards.
If the business succeeds, there’s the potential for financial rewards, the satisfaction of creating something from scratch, the freedom and flexibility that come with being your boss, and the possibility to shape the culture and direction of your company.
The key is to recognize these risks, plan for them, mitigate them where possible, and be prepared both mentally and strategically for the journey ahead.
Thanks – so what else should our readers know about JL Klein Executive Search?
JL Klein stands out as an Executive Recruiting Firm, dedicated to finding exceptional talent for positions in the asset management sector. We primarily focus on placing legal and compliance professionals in leading asset management firms, financial services institutions, and law offices. Our main office is in Miami, Florida, but our reach extends across the United States, connecting top candidates with esteemed clients.
Compliance Roles: Thanks to our extensive network and sharp search tactics, we pinpoint compliance experts who have a strong grasp of the financial regulatory landscape, solid ethical values, and the skill to roll out thorough compliance programs. Our roles span from compliance analysts right up to global CCO positions. Additionally, we cater to specialized compliance roles, including Broker-Dealer, Adviser Act, Marketing Review, AML/KYC, Regulatory, and others.
Legal Roles: At JL Klein, our mission is to present first-class legal leaders to both Law Firms and In-House Firms. These professionals adeptly guide organizations through intricate regulatory challenges, reduce risks, and pave the way for ongoing achievements. Our placements range from Paralegals to General Counsels, and we also cater to niche legal roles like M&A, Employment Law, 40Act, Transactional, Investment Funds, and Intellectual Property, among others.
What Sets Us Apart: JL Klein is more than just a recruiting company at its core. It’s about making connections that last, about figuring out how to make the best possible matches. Jason and Daniel are the architects of bridges — bridges that extend beyond the distance between firms that truly seek exceptional talent and the companies that have already found it. Their unwavering commitment to exemplary customer service is the golden thread that binds these relationships, ensuring mutual success and growth.
Do you have recommendations for books, apps, blogs, etc?
Podcast: The All In Podcast. This is our favorite podcast as it gives you perspective from 4 very successful individuals with different backgrounds and beliefs. We both listen to this podcast weekly as it helps us stay up to date with trends.
Book: Roberts Rules! Success Secrets from America’s Most Trusted Sports Agent. This book resonated with both of us as a lot of people told us that we couldn’t start our own business because we were young. The book is written by Marc Roberts, an extremely successful entrepreneur who showed us how we can use our young age and ambition to our advantage.
Contact Info:
- Website: www.jl-klein.com
- Instagram: www.instagram.com/jlkleinsearch
- Linkedin: https://www.linkedin.com/company/jl-klein/
- Twitter: https://twitter.com/JLKlein_Search
- Yelp: https://www.yelp.com/biz/jl-klein-executive-search-miami-beach
- Other: https://www.crunchbase.com/organization/jl-klein

