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 Compliance Officer, Investment Advisor, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally

Head of Compliance and Legal, U.S., UK-based asset management firm

Director, Legal and Regulatory Analysis, One of the largest providers of guaranteed-renewable insurance in the United States

Head of Counterparty Credit Risk, Global financial services organization providing investment servicing, asset management, trading and securities lending services

Head of Business Intelligence, Investment management division of large asset manager

Portfolio Manager – Large Cap Value, Distinguished global investment firm

Chief Compliance Officer, Exchange-Traded Funds, American financial services company providing investment management, asset and fund administration, fiduciary and banking services globally

Director, Global Accounting Policy and Advisory, Loyalty Accounting, A highly diversified financial services company 

Client Advisor, American investment management firm serving institutional clients including pension funds, endowments, foundations, foreign governments and central banks

Head of Business Intelligence, Highly diversified global financial services holding company

Senior Vice President, Global Treasury, Head of Capital Planning, Global financial services organization providing investment servicing, asset management, trading and securities lending services

Head of Americas Fund Controllers, Leading global investment banking, securities and investment management firm

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…