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

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

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

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

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

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

Head of Global Payments and Liquidity Risk, American multinational banking and financial services holding company

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

Vice President, Global Accounting Policy and Advisory, Diversified financial services company providing advisory services, asset management services as well as consumer credit cards

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

Vice President, Insights & Connections, Family office division of large financial services firm

Head of Corporate Model Risk Management, Multinational bank holding & financial services firm

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

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…