Financial Services

The Financial Services industry is ever changing, consolidating, and undergoing a dramatic shift in leadership talent needs. Our Financial Services executive search team anticipates tomorrow’s leadership challenges today, and our deep industry insight enables us to introduce “next-level” leaders to our clients.

Our well-resourced team has global executive search firm experience and decades of financial services industry expertise. Our offering provides a best-in-class executive search strategy coupled with the tailored, industry-focused expertise and market intelligence our clients expect, enabling us to advise our clients on organizational and business insights beyond just hiring a person.

Office

Our Team

Petty, Scott

J. Scott Petty

FINANCIAL SERVICES/REAL ESTATE

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Sean Oneal

Sean O’Neal

FINANCIAL SERVICES/REAL ESTATE

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Adams, McCall (1)

McCall Adams

FINANCIAL SERVICES

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Byers Hellinghausen

Byers Hellinghausen

FINANCIAL SERVICES/REAL ESTATE

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Lindsey Hoesterey

Lindsey Hoesterey

FINANCIAL SERVICES/REAL ESTATE

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Amy Maloney

Amy Maloney

FINANCIAL SERVICES/REAL ESTATE

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Pam Sprague

Pam Sprague

HEALTHCARE & FINANCIAL SERVICES

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Martha Campbell

Martha Campbell

FINANCIAL SERVICES/REAL ESTATE

Overview

Chartwell’s Financial Services team works with boards and CEOs to recruit board directors and senior management talent across the country. Our team has conducted more than 250 successful executive search assignments for our Financial Services clients, serving more than 40 clients over the last decade primarily focused on Texas, Southeast and Mid-West institutions.

Commercial and Community Banking

We work with emerging, scaling, mid-cap and regional banks that need to raise their bar at the executive level. Whether it be expanding a bank’s scale or business lines, driving digital transformation, strategic succession planning or addressing diversity, we help clients think about differentiation in the marketplace and consistently deliver game-changing leadership for our clients.

Mortgage

We work with bank-owned and independent mortgage companies in need of elevating their senior leadership. Many mortgage businesses need leadership that can scale processes including implementing digital business strategies in order to gain efficiency in a rising rate environment.

Wealth Management

We serve wealth management businesses inside financial institutions and independent RIAs across the country. Most firms need executive leadership that can drive transformation leveraging digital solutions, comprehensive product offerings and client acquisition/ retention success.

Fintech

We understand how to tap into best-in-class digital leadership for Fintechs. Both bank and non-bank players need saleable leaders to address consumer demand for high quality customer experience-driven financial products.