Financial Services | Investment
Banking and Financial Services Executive Search Experts
Delivering premier banking and financial services professionals to advance your business
Leading Banking and Financial Services Recruiters
Keller’s financial services recruiters leverage their deep insight to source leading talent for open positions in the financial sector. Given our broad network of connections and partnership with NPAworldwide, we are adept at finding candidates for a wide array of finance roles, such as chief lending officers, financial analysts, risk managers, portfolio managers, and beyond. The professionals we source possess the aptitude and experience to contribute to your business’s growth. We also account for your company’s distinct culture and specific objectives to locate the most fitting candidates.
The banking and commercial finance sector has undergone tremendous change in recent years and continues to shift due to bank mergers, technological advancements, international commerce, and more stringent regulatory requirements. However, one thing that remains constant is the need to attract, engage, and retain the industry’s top talent to maintain a competitive edge.
As a premier executive search firm specializing in banking and financial services, Keller helps businesses and financial institutions secure the leaders they need to outperform their competitors and stay relevant in their respective fields.
What We Do
Our experienced recruiters at Keller Executive Search are highly proficient at locating skilled individuals who match our clients’ corporate culture and operational demands. We accomplish this through:
Assessment
We initiate the search process by determining our client’s hiring requirements. With this information in hand, we begin looking for the ideal candidate who can fulfill these needs.
We thoroughly evaluate each candidate to confirm their proficiency before introducing them to the client. After our assessments are complete, we submit the shortlisted candidates to the client, who makes the final decision on who to hire for their financial services team.
Our services extend beyond merely sourcing top-tier professionals for executive positions and other finance-related roles; we also provide forward-thinking staffing models to assist clients in attracting and retaining the best talent in this competitive industry.
Talent Acquisition
Our comprehensive network and deep expertise enable us to pinpoint the most suitable candidates across all competency levels, from Financial Advisors to Chief Financial Officers. Through Keller’s expansive in-house network and our partnership with NPAworldwide—one of the world’s largest recruitment cooperatives—we can discreetly surface exceptional active and passive candidates at every level. This also allows us to move quickly while maintaining exacting standards, which results in a shortlist of top-tier talent who clients may struggle to connect with on their own.
Organization Transformation
The financial services sector is constantly changing, which makes it even more crucial for organizations to hire professionals who are already operating at the top of their game—a priority we champion when businesses partner with us. Widely recognized as a leader in organizational transformation, Keller leverages deep industry insight with real-time talent analytics to pinpoint, assess, and place high-impact executives who fuel company growth and drive long-term sustainable success.
Our evidence-driven search methodology surfaces elite talent before they appear on the radars of competitors. This gives our partners a measurable competitive advantage and allows them to capitalize on emerging opportunities.
Our Approach to Banking and Financial Services Executive Search
Our recruitment services can only be deemed successful when a client reaps the benefits of the perfect placement. We, therefore, make every effort to find the ideal candidate for the job. Our objective is to identify the most qualified candidates whose skill sets and expertise align with our client’s business demands. Essentially, we customize our services to each client, with the goal of supporting their business growth.
We commence the recruitment process with an in-depth analysis of our client’s operational needs to identify areas that could potentially benefit from the correct candidate placement. Once we have established our client’s requirements, we propose cutting-edge staffing solutions aimed at helping them secure and engage top talent in the financial services industry.
A key component of our methodology is our unwavering dedication to inclusivity and diversity throughout the recruitment process. We appreciate the advantages that inclusive leadership can bring to a company, especially in a sector as broad and evolving as finance.
After we have identified a pool of suitable candidates, we thoroughly assess each one to determine their level of compatibility with the role. We do this through a series of cognitive, psychometric, and competency-based tests, interviews, and background checks. Following this, we introduce the group of pre-screened candidates to our client, who has the final say on who to hire.
Behind Our Recruitment Process
Keller initially utilized a one-size-fits-all approach when we were new to the recruitment industry. Although this approach served us well for positions requiring generic skills, it fell short for recruiting high-performing candidates for executive-level roles.
We arrived at this conclusion after a senior placement for a prominent client fell through. Instead of tailoring our approach to meet their unique values, culture, and requirements, we followed our usual cut-and-dry method. Although it sufficed for us to find someone who was highly qualified on paper, they were not suited to the position in practice and failed to integrate successfully into our client’s team.
As some of our staff may recall, this placement cost us and our client dearly. Not wanting to repeat the same mistake twice, we decided to revamp our recruitment strategy to better meet our customers’ expectations and needs.
After consulting with our executive recruiters, we landed on the approach we still use today, which has made Keller one of the most trusted names in executive search and recruitment. Organizations now count on us to fill even the most challenging roles and we are widely recognized for our high success rates.
Even so, we do not take our firm’s reputation for granted, engaging in continuous learning to ensure our services remain relevant. We also listen to client feedback and make improvements wherever we encounter a gap in our offerings.
Read Keller’s Insights below for useful resources and guides related to streamlining HR processes, boosting retention rates, and enhancing the overall employee experience.
Areas We Specialize In
Our executive search practice is led by consultants who have worked in the field—former investment bankers, portfolio managers, and executives who understand the nuances and challenges of P&L ownership and regulatory scrutiny. Many also hold advanced degrees from leading business schools as well as professional designations. These give our team both the practical insight and analytical rigor needed to evaluate the top candidates in the market.
We are an executive search firm that delivers outstanding leaders and employees across multiple fields in the financial services industry, such as:
- Retail Banking
- Commercial Banking
- Investment Banking
- Private Banking/Wealth Management
- Asset Management
- Insurance
- Capital Markets
- Financial Planning
- Financial Technology (FinTech)
- Fund Management
- Private Equity
- Venture Capital
- Hedge Funds
- Real Estate Investment
- Credit Card Companies
- Rating Agencies
Positions We Fill in the Banking and Financial Services Industry
At Keller, our main objective is to perform financial services executive search with a holistic approach. Our team of seasoned recruiters draws on industry-leading research, a vast network of passive financial services talent, and a proven track record of successful placements to fill C-suite and critical roles. Our services cover the full cycle of the financial services industry, from visionaries to steer mobile banking innovation, strategic partners to safeguard regulatory compliance, or specialized leadership talents to unlock new revenue streams, our executive search consultants dig deep to understand your company’s values and long-term business objectives to connect you with candidates capable of fostering long-term success.
Part of what makes our executive search services stand out is our commitment to tailoring our approach based on the needs of our clients, shifting regulations in the market, and emerging technologies. Our searches are not confined to job titles. We place top-tier CEOs who can champion sustainable growth, CFOs adept at navigating complex capital markets, and specialized talents who protect enterprise risk and have the ability to scale start-ups to pre-IPO through global reach. With our rigorous screening that prioritizes leadership development, cultural fit, and measurable results, we secure the best candidates long before they appear on a competitor’s radar.
Why Choose Keller as your Banking and Financial Services Executive Search Partner?
Keller is an executive search firm with a reputation for securing exceptional leadership with the necessary skills and expertise to boost your financial institution.
We owe our success to our extensive network of connections, deep insight into the financial services and banking industry, and collaborative approach to the hiring process. Together, these factors enable us to form enduring and trusted partnerships with our clients, based on shared success and understanding.
Our Promise – The Right Hire
At Keller, we are committed to absolute confidentiality and professionalism in our engagement with clients. We hold our clients’ privacy in high esteem and are committed to helping them secure the right talent to elevate their companies, without compromising on quality. In addition to following strict NDAs, our team complies with all the relevant data-privacy laws and regulations in our clients’ locales.
As a top executive search firm in the financial services sector, we are dedicated to sourcing visionary leadership that will surpass your executive recruitment expectations. However, we recognize that even an effective recruitment method such as ours is not perfect and that mistakes can still be made.
As such, we offer replacement coverage on every placement we make. This means we will find a suitable replacement for any new hire we recommend who fails to meet targets or departs from the role within the first 210 days at no extra cost to the client.
Reach out to us today to discover how we can assist in the growth of your financial services business.
Client Testimonials
"Keller’s team was a pleasure to work with from start to finish. They were responsive, professional, and really got what makes the Financial Services sector tick, which made the whole process so smooth. The candidates they brought us were top-notch, and the executive we hired has already made a big difference on our team."
- Silas O., Chief Executive Officer
"The executive we hired through Keller has been a game-changer for our operations. Their expertise in financial management has streamlined our processes and greatly improved our efficiency. Keller’s team was professional, thorough, and showed a real understanding of the Financial Services sector. We’re thrilled with the results and would recommend Keller to anyone looking to strengthen their operations."
- Rowan S., Chief Financial Officer (CFO)
"Keller’s executive recruitment service was exceptional. Their team took the time to understand our company’s unique culture and needs, presenting us with a shortlist of highly qualified candidates who were a perfect fit."
- Eloise M., Chief Risk Officer (CRO)
Frequently Asked Questions (FAQs)
What is the Role of a Financial Services Recruiter?
What is an Executive Search Service?
Inquiry Sent
Your Premier HR Partner
Tailored Excellence
Our dedicated senior consultants provide attention to detail at every stage of the search process, ensuring tailored results that exceed expectations
Nationwide / Global Talent Acquisition
Leveraging our extensive network, we identify and attract world-class leadership candidates from diverse backgrounds and locations
HR Advisory Services
We offer expert advice to optimize HR processes, boost efficiency, reduce workload, and increase employee retention and engagement.
Fast Turnaround time
Our consultants expedite searches, cutting time-to-hire while securing the best talent available.
Comprehensive Solutions
Beyond recruitment, we provide value-added services from organizational health to leadership development programs
Our Search Practices
Keller follows the highest industry standards when searching for talent for its clients.
Replacement Program
We contractually commit to replacing any hire that doesn't meet expectations.
Industry-Leading Assessments
We provide thorough evaluations, including personality insights, for shortlisted candidates.
Off-Limits Protection
We protect our clients’ interests by marking their entire company workforce off-limits for our candidate sourcing. We prioritize your business excellence.
Dedicated Points of Contact
Every client has two points of contact with Keller. An account manager and a senior consultant This ensures fast & continued response
Unbiased Third-Party References
We conduct extensive background checks, covering credit, education, criminal, and employment history. We also perform security checks when needed.
