01 — Career Transition
The lateral move that wasn't.
Context
Senior VP, financial services. 18-year tenure at the same institution. Offered a lateral move that looked like progress on paper and felt like retreat in practice. Had already received advice from four trusted peers, all of whom told him to take it.
The Challenge
The move offered security and optics. Declining it risked being seen as difficult. The client couldn't articulate, even to himself, why the offer felt wrong — only that it did.
The Work
Eight weeks working through the strategic, identity, and commercial dimensions of the decision. What the move meant for the next ten years, not just the next twelve months. We also worked on how to decline in a way that opened rather than closed.
Outcome
Declined the lateral. Negotiated a restructured remit with expanded P&L responsibility. Promoted 6 months later. Still at the institution. Now on the shortlist for the role he was actually building toward.
"I wasn't looking for permission. I was looking for someone who could help me think clearly enough to trust my own judgment. That's what I got."
— VP, Financial Services (Name withheld — client is publicly known)