Engagements

At Charles Sterling Group, we define success through our demonstrated track record and by the long term relationships we create. Our consultative approach and customized high-touch search experience creates long-lasting business partnerships with organizations who trust us to manage their talent acquisition efforts at the highest level.

Our work exemplifies the accomplishments and capability of our teams who are dedicated experts in specific sectors and functions of financial services, and we are proud to present our past successes.

Successful Engagements

Chief Investment Officer, A leader in the insurance and reinsurance industry

Chief Accounting Officer, American broker offering common and preferred stocks, futures, ETFs, option trades, mutual funds, fixed income, margin lending, and cash management services

Insurance Asset Management Market Research Project, Leading global investment management firm

Vice President, Risk Management and Loss Control, Leading Transportation and Specialty Insurance Company

Vice President, Treasury and Interest Rate Risk, U.S.-based international financial services holding company

Head of Institutional Audit, American broker offering stock trading, long-term investing and retirement planning services

Liability Driven Investments, Portfolio Manager, Global provider of asset management, risk management, capital management, and industry research services for insurance companies

Chief Financial Officer, Mortgage lender, owned by portfolio of a global diversified financial services firm with $150B+ AUM

Vice President, Research and Competitive Intelligence, Mid-size Life/Annuity Insurance Company

Vice President, North American Client Service, UK-based asset management firm

Managing Director, Strategic Planning, Global Property and Casualty Insurance Corporation

Global Head of Credit Risk Review, Financial services unit in U.S.-based conglomerate

Recent case studies

Expanding Global Presence

Role: Head of Compliance and Legal, U.S. Our client is…

Using Deep Industry Knowledge to Fine-Tune Strategy

Role: Vice President, Insights and Connections Our client was established…

Building Global Risk Management

Role: Head of Corporate Model Risk Management Our client is…

Stabilizing Key Executive Leadership Positions

Roles: Head of Counterparty Credit and Head of Market Risk…

Refining Goals to Ensure Cultural Alignment

Role: Chief Risk Officer Our client is a multiline financial…

Navigating Global Transformation

Roles: Global Head of Audit Risk and Global Head of…

A Methodical Approach

Role: Chief Audit Executive Our client is a leading provider…

Thorough Market Research

Role: Transition Management Market Mapping Our client is a Fortune…

Finding the Next Generation of Investment Leaders

Role: Confidential Project in Municipal, Emerging Market Debt and Infrastructure…

Breaking Down the Landscape of the U.S. Intermediary and Asset Management Community

Roles: Head of Investment Strategy Head of Practice Management Head…

Increasing U.S. Brand Recognition for a European Asset Management Firm

Role: US Small/Mid Cap Growth Team Our client is a…