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