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.

Practice Leaders

Ashlee Wagner smiling and posing for the camera
Ashlee Wagner

Open Searches

Job Title



World-Leading Investment Management Firm

Greater Philadelphia

PE Backed Tech-Enabled BPO Firm

Greater New York City or Chicagoland

Fortune 100 Consumer Finance Firm

Greater Washington, D.C.

High-Tech Commercial Bank

San Francisco


"Without hyperbole, I’d say [the Charles Aris placement] is probably the all-around most impressive individual I’ve ever worked with. I’ve worked with some who are as talented, and some who are as dedicated, and some who are as nice, polished and fun. But never in one package like this. An absolute grand-slam home run."

— Vice President of Financial Planning & Analysis for a $2 billion apparel retailer

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