Tuesday, November 4, 2014

MANAGEMENT SPECIAL ...........................GENERATION FLUX'S SECRET WEAPON (7)

GENERATION FLUX'S SECRET WEAPON (7)

In a world of rapid change and great uncertainty, the greatest competitive advantage of all may be at your very core.

BANKING ON A NEW WALL STREET

If there is a segment of the business world that seems hostile to the idea of a purposeful mission, it is Wall Street. Big Finance has epitomized the outside-in approach and celebrated the pursuit of maximum dollars. Wall Streeters are not, of course, a breed without conscience; the Robin Hood Foundation, to cite one example, raises millions for genuinely laudatory programs. (And of course, the alleged purpose of banking is to help fund projects and companies that create value and jobs.) But in light of the economic meltdown, government bailout, and Occupy Wall Street's critique of the 1%, even positive measures can feel like whitewashing. Wall Street as a brand has become defined by helping the rich get richer.
All of this makes the tale of Sallie Krawcheck immensely compelling. Krawcheck has had "the dubious distinction," as she puts it, of having worked for seven different CEOs in the financial services industry. She first attracted notoriety at Sanford Bernstein, where she was hailed as "The Last Honest Analyst" on the cover of Fortune. Her reputation for independence was a key reason that she was tapped by banking icon Sandy Weill to take over brokerage Smith Barney in the wake of conflict-of-interest investigations by then–New York State Attorney General Eliot Spitzer. Krawcheck's star continued to rise, as she became CFO of Citi and then head of wealth management at the firm. It's an impressive sequence, the tale of a woman in what is still largely a man's world, a gadfly in clubby Wall Street, who became an influential insider.
Now, however, Krawcheck is not sure she was ever fully part of the club. During the financial crisis, in 2008, she was fired by Citi. She had lobbied Citi's board of directors to reimburse clients who had put their money into a particular set of investments that had flopped. After much discussion, the board agreed with her plan, but other powerful executives at Citi were unhappy. A few months later, she lost her job.
"If you had asked me, when it happened, if I got fired from Citi because I'm a woman, I would have told you absolutely not," says Krawcheck, who has always resisted efforts to connect her professional achievements (and setbacks) to her gender. "But now, I'd say, not exactly."
Krawcheck isn't alleging a misogynist conspiracy. She has come to believe there is a more subtle problem confronting Wall Street. "I was invited to leave," she says, "because I had a fundamentally different business perspective than the powers that be." So she's made it her mission to safeguard that different perspective. Last year, Krawcheck took over an organization of more than 30,000 professional women called85 Broads and renamed it Ellevate Network. "We survey our women every week, and we ask about their priorities in taking a job," she says. "Gentlemen put money at No. 1; women make it No. 4. Meaning and purpose are No. 1 for women."
"At Citi," she continues, "we sold alternative investments that people thought were low risk, and they weren't. We were dumb. I advocated for returning some of the clients' money. I felt like it was the right thing to do and the positive business decision, to demonstrate to clients that we would do right by them." But returning that money hurt Citi's earnings, which didn't help its already-troubled stock price. "I knew I would get fired."
Krawcheck says her focus has shifted to helping professional women "not because of hippy-dippy reasons, but because of the impact it can have on businesses." She now believes that "what could have averted the financial crisis [was] more diversity of perspective, of opinion." She doesn't sidestep her own blame. "I was sitting in those conference rooms, at those tables. I was one of them." But she thinks that more voices like hers could have made a significant difference. "All the research tells me that women are more client-focused than men, more risk-averse," she says.
"The financial industry, despite its bad reputation, can do a lot of good in the world. But it has defined itself about money and not about meaning at all," she says. "I believe it is good for American business and for the global banking system to have more diversity in leadership." With Ellevate, Krawcheck is both following these ideals and capitalizing on a business opportunity. "Women want mission and purpose in their investments. Companies run by women--and capital devoted to women--have performed well," she notes. So she's launched an investment fund that will focus on women-friendly, women-led companies and target female investors. "If you are looking only at middle-aged white guys," says Krawcheck, recalling the financial meltdown, "how'd that work out for you?"

BY ROBERT SAFIAN

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