EXPERTISE
Financial Services

Chartwell Partners’ Financial Services Practice is a national, highly-respected and focused retained executive search firm boutique. The Financial Services industry is changing and consolidating, and undergoing a dramatic shift in leadership talent needs. Our

financial services executive search

Consultants anticipate tomorrow’s leadership challenges today, and our deep industry insight enables us to deliver on-target leaders for our Clients.

During the financial crisis, Chartwell Partners’ Financial Services Practice led search engagements for Clients in need of turn-around leadership. Now we’re helping our Clients recruit growth-oriented leadership in an increasingly competitive marketplace. Our Consultants have global executive search firm experience, and provide best-in-class executive search strategy coupled with the handcrafted, industry-focused expertise our Clients expect today. We are a focused team of executive search professionals covering several sub-specialties within the financial services sector.

Banking Executive Search

Chartwell Partners’ Banking Executive Search Practice has been engaged by Clients to recruit board directors, functional or industry experts, and senior management for:

• Regional Banks • Commercial Banks • Community Banks

Our search Consultants remain engaged in the banking industry by attending Bank Director and CEO conferences, often as a presenter or by contributing thought leadership articles for various media outlets like BankDirector.com, American Banker, and Bloomberg News.

Wealth Management Recruiting

Our Wealth Management Executive Search Practice brings the expertise of a global executive search firm coupled with the hands-on execution expected by our focused Client base. We are dedicated to partnering with a smaller set of Clients to deliver a more thorough search process and results that exceed expectations. Our team is retained to serve as our Clients’ wealth management executive search partner to find:

• Private Bankers • Wealth Management Professionals • Investment, Trust, and Planning Specialists

Real Estate

Chartwell Partners’ Real Estate Practice provides a management consulting approach to board and senior leader recruiting. We combine the focus of a Real Estate Industry executive search boutique with the reach of the largest executive search firms. In today’s high talent demand for real estate leaders, Chartwell Partners offers a hand-crafted search process that provides access to the highest caliber candidates. Since we focus on a smaller set of Clients, we do not have Client conflicts like the larger firms and therefore have access to a broader candidate pool. We serve Clients in the real estate industry including:

• Home Builders • Real Estate Investment Firms • Community Development Firms • Real Estate Owner/Operators

REPRESENTATIVE ENGAGEMENTS
  • Corporate Board Director Succession Project $16B NASDAQ Texas-based bank

  • Chief Executive Officer$2B NASDAQ Midwest bank

  • President, Private Bank $90B NYSE Midwest regional bank

  • Chief Financial Officer$1.2B Southeast community bank

  • Corporate Director $1B public real estate company

  • Chief Executive Officer $100M Southeast residential development company

REPRESENTATIVE CLIENTS
CONSULTANTS
ASSOCIATES