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

Senior Wealth Manager, U.S. financial investment advisory firm

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

Chief Audit Executive, Diversified financial services company engaged in financial planning, wealth management, investment banking and asset management

Senior Portfolio Strategist, International investment manager for high-net-worth families and individuals

Global Controller, One of the largest loss adjusting and claim management companies globally

Vice President, Global Treasury Risk Management, Highly diversified global financial services holding company

Chief Compliance Officer, Large provider of guaranteed-renewable insurance in the United States

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

Senior Health Care Analyst, Privately held investment manager serving institutional clients

Head of Business Intelligence and Operations, Fortune 50 P&C Insurance Company

Director of Investor Relations, Global multi-strategy hedge fund and asset management firm

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…