Financial Services

About the Practice
Financial Services

Financial service institutions around the world face unprecedented market challenges from shifts in business models, customer behavior, technology and more. All the while, it’s imperative that these organizations properly comply with regulatory requirements and responsibly withstand ever-increasing scrutiny. To properly adapt, organizations require A-level talent to craft effective strategies and help build superior operating and business models – and to help meet highly complex challenges. The Charles Aris Financial Services recruiting practice caters to the specific needs of leaders across banking, insurance, wealth management, securities distribution, fintech and more. In this highly regulated space, the need to attract, hire and retain the right individuals for your team and organization is greater than ever. The Charles Aris Financial Services search team works with client organizations to identify and attract the world’s leading talent across all functional areas.  

Financial Services Thought Leadership

In the spotlight
Ashlee Wagner sat down with Alfredo Sciascia to discuss his work as head of corporate strategy and research at Liberty Mutual Insurance.
Pay equity legislation
Waves of change are rolling through the recruiting world as pay equity legislation goes into effect around the United States.
Consultant 101
What do financial services firms need to consider when recruiting consultants? First, figure out what level of consultant to hire.
Compensation study
Over the course of Q4 2020, we surveyed more than 2,280 people, 1,052 of whom are current strategy consultants. Download your report.

Open Searches

Job Title



Global Investment Management Firm

Greater Philadelphia

Boutique Strategy and M&A Consulting Firm

West Coast, USA

Mission-Driven FinTech Company

Remote; Flexible

Consumer-Facing FinTech Start-up

Washington, D.C.; Remote

Quantitative Hedge Fund

Northeastern USA

PE Backed Consumer Services Organization

Southeastern USA

PE Backed Consumer Services Organization


Mutual Insurance Company

Downtown Boston

Mission-Driven FinTech Company

Remote; Flexible

Fortune 100 Consumer Finance Firm

Mid-Atlantic USA


"I really enjoyed working with the CAI team. They took the time to get to know us and what we needed in the role. The network you have is something we can’t replicate. So is the credibility you bring when you reach out to folks. By working with CAI, we got strong potential candidates that were 100 times better than what we could have done on our own.”

- VP of Strategy of Publicly Traded Real Estate Investment Trust

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