Consumer Financial Services Executive Search, Leadership Consulting

The consumer financial services industry has undergone significant shifts in recent years — customers are more sophisticated than ever and demand higher-quality, personalized experiences compatible with their digital lifestyles. Firms will need leaders with the foresight to identify the next consumer-driven technology solutions on the horizon while establishing strong risk management programs, controlling costs and driving profitability.

Our consultants are steeped in issues facing the industry and are experienced in finding leaders who can help companies succeed in today’s increasingly complex environment.

Featured Insights

Leadership for a Complex World: Planning for the CEO of the Future

With the business environment becoming even more complex and challenging, more is being asked of CEOs.

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Point of View 2024: Breaking the Myths of CEO Performance

Our latest issue of Point of View highlights research from our new book about CEO performance — what it really takes — and explores the critical importance of trust between the CEO and board chair and how they can work together to build it.

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The Leadership Odyssey

Becoming a more empowering leader is a long and difficult journey, requiring humility, self-awareness, patience and resilience. Here are the three main stages of this journey and tips for succeeding in your own journey.

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We are committed to your success.

In addition to our deep relationships with top talent in the financial services industry, we also recruit talent from other industries, such as consumer goods and technology, to meet our clients’ growing needs for customer-focused, digitally savvy leadership.

We have conducted more than 800 senior-level executive searches in the past three years and nearly one-third of our placements are diverse.

Our clients include many leading financial institutions and innovators in the space spanning retail banking, commercial and business banking, credit card and payments, retail investment products and mutual funds, mortgage banking, private and affluent banking, and consumer lending.