Successes

At Charles Sterling Group, we define success not only by our demonstrated track record but also by the long term relationships we create. We truly partner with our clients which is why much of our business is from repeat customers and referrals. Organizations trust us to manage their talent acquisition efforts at the highest levels as we deliver a customized, high-touch search experience.

We are proud to present our work that exemplifies the success and capability of our teams who are dedicated experts in specific sectors and functions of financial services.

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

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

National Accounts Manager, Highly regarded investment management firm

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

Wealth Manager, Financial investment advisory firmĀ 

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

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