Wealth Management

Wealth Management is one of the Fastest Growing Sectors in Financial Services

The pursuit of ultra-high net worth assets by leading traditional and alternative wealth managers, banks, and insurance companies continues to drive demand for talented executives throughout the sector. The most sought after roles by organizations that strive to meet the demands of sophisticated investors include sales and relationship management, wealth strategists, trust and estate specialists, program/practice management, and intermediary distribution experts. Additionally, as regulations have intensified in recent years, legal and compliance along with risk and controls functions have become an area of increased hiring and necessary spending by both large and small clients.

Charles Sterling Group’s asset and wealth management teams work across the spectrum of this sector. We provide subject matter expertise on all roles relating to private wealth matters and provide our clients with comprehensive research and executive search services. Moreover, our team understands the importance of cultural fit and have proven success aligning leaders with large global asset managers and private banks to endowments and foundations and family offices.

Coverage Areas:

  • Asset Management
  • Intermediary Distribution
  • Family Offices
  • Trust Companies
  • InvestmentĀ Advisors

Successful Engagements

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

National Accounts Manager, Highly regarded investment management firm

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