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 Health Care Analyst, Privately held investment manager serving institutional clients

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

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

Head of Information and Technology Audit, American multinational conglomerate corporation

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

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

Chief Investment Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector

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

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

Market Research – High Yield Muni, One of the largest and most reputable investment management firms in the country

Chief Risk and Actuarial Officer, Private Equity backed Insurance holding company operating in the Life/Annuity sector

Chief Distribution Officer, Leading offshore Annuity Reinsurance 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…