Financial Services - Executive Search

Financial Services Executive Search

Forward-Thinking Leaders for Financial Services

The financial services industry is constantly evolving and finding the next-level talent needed to navigate this complex landscape can be a challenge. That's why we take a personalized approach to every search, partnering and collaborating closely with our financial services clients to understand their unique needs and culture to identify candidates who are not only highly qualified but also the right fit for the organization.

For more than four decades, our firm's commitment to and partnership with the financial services industry has been laudable. Many of our consultants bring hands-on expertise by having worked in the industry they’re now serving. We know the language, can leverage a vast network of connections and have deep industry knowledge to quickly identify and evaluate talent — qualities that we believe are virtually unmatched by competitors.

We understand you’re looking for more than a transaction; you want a long-term partner who can help you navigate the ever-changing landscape of the financial services industry. We strive to be that partner, delivering exceptional service and value every step of the way.


Client Sectors:

  • Commercial, Consumer, Mortgage and Digital Banking
  • Asset Management and Mutual Funds
  • Fintechs
  • Insurance Companies
  • Credit Unions
  • Registered Investment Advisors
  • Wholesale Financial Intermediaries
  • Regulatory Bodies

Functional Expertise:

  • COO / CIO / CFO
  • CMO / CTO / CHRO
  • CLO / General Counsel
  • Vice President
  • Director


Connect With Our Practice Leader

Jay Meschke

President, CBIZ EFL Associates & CBIZ Talent & Compensation Solutions

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Tiffany Connelly

Executive Search Consultant

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Consult With Us Today

Executive Search & Leadership Consulting for Businesses

From strategic consulting services to specific project planning, we offer a full-suite of talent management solutions designed to help organizations identify, attract, develop, reward and retain the best talent available.