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

Offer report
We’re excited to launch our biannual Financial Services Offer Report, which only includes recent offers by financial services clients.
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.
In the spotlight
Charles Aris VP Ashlee Wagner talked shop with Céline Dufétel, COO & CFO at global investment management firm T. Rowe Price.

Open Searches

Job Title



PE Backed Consumer Services Organization

Southeastern USA

PE Backed Hyper-Growth SaaS Company

Midwestern USA

PE Backed Multi-Site Healthcare Provider


High-Growth Investment Management Firm

San Francisco Bay Area

Highly Acquisitive Global Payments Company


Fortune 100 Consumer Finance Firm

Downtown Boston

Fortune 100 Consumer Finance Firm

Downtown Boston

Fortune 100 Consumer Finance Firm

Downtown Boston

Global Investment Management Firm


Global Financial Services Leader


Pre-IPO FinTech Start-up


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

How can we help you?