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 deliver on-target leaders for our clients. Our well-resourced team has global executive search firm experience. It 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.

Scott Petty and Sean O'Neal working
Office

Our Team

Scott Petty

J. Scott Petty

FINANCIAL SERVICES

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Sean Oneal

Sean O’Neal

FINANCIAL SERVICES

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Byers Hellinghausen

Byers Hellinghausen

FINANCIAL SERVICES

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Lindsey Hoesterey

Lindsey Hoesterey

FINANCIAL SERVICES

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Amy Maloney

Amy Maloney

FINANCIAL SERVICES

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Martha Campbell

Martha Campbell

FINANCIAL SERVICES

Our Expertise

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, Community and Private 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 the bank, championing digital, or enhancing cognitive diversity, we help clients think about differentiation in the marketplace and bring game-changing leadership to the table.

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.

Wealth Management

We service wealth management businesses inside financial institutions or independent RIAs that are experiencing M&A, technology imperatives and need leaders who can scale to new levels focused on retaining clients through enhanced digital customer experience.

Real Estate

Our team has primarily served residential related institutional and privately-held clients experiencing generational leadership transitions. We serve top 20 homebuilders, SFR players, family-held multi-asset operating businesses and public REITs.

Our Placements

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 50 clients over the last decade.

Corporate Board Director Succession Project

Mid-Cap Public Bank - Our team was engaged for a multi-year board director succession planning project executing a skill set, industry, and diversity refresh to map to the bank’s rapid growth from $8B to $30B.

Chief Executive Officer

$2B Mid-West Public Bank - Our team was retained to conduct a national search including assessing three internal candidates to compare against outside candidates.

Chief Information/Digital Officer

$5B Texas Public Bank - Our team was engaged to recruit a digital technology leader to support the growth of the bank and their two FinTech business units needing to digitize the business units to rapidly scale.

Chief Financial Officer

$2B Private Texas Bank - Our team was retained to recruit an external Chief Financial Officer out of a mid-cap public bank to prepare for an initial public offering, acquisitions, and scaling to one of the next great Texas banks.