CEO and Executive Recruitment

Our exclusive focus on financial services provides us with the depth of knowledge and experience necessary to help our clients maneuver through a continuously evolving marketplace.

Chief Executive Search

Our retained search process provides a comprehensive approach to the following:


Organizational Strategic Assessment


Candidate Profile Development


Compensation Analysis and Design


Broad-based Executive Recruitment Strategy and Execution


Process Facilitation

We work closely with your board of directors to identify the qualities, attributes and critical skills necessary to ensure the future success of your institution. As your business partner through this critical project, we offer a level of service and expertise that guarantees results.

The Search Process

Senior Leadership Retained Search

Our senior leadership search process provides a comprehensive recruiting solution at a local, regional or national level. Our team works closely with the hiring executive at your organization to define the candidate profile, provide market driven compensation data, and develop a targeted recruitment strategy. While advertising is a useful approach to building market awareness of your leadership opportunity; over 80% of our placements come from our direct recruiting and networking efforts. Our aggressive approach to candidate development ensures a diverse candidate pool from the broad financial services environment.

Candidate Sourcing Support Services


This service we offer is an alternative to a retained search and is candidate sourcing only.

This four-step process includes:

             Step 1: Draft Job Posting and Set Recruiting Strategy

             Step 2: Post Job Posting

             Step 3: Draft Written Screening Questions Based on Position and Gain Approval

             Step 4: Accept Applications and Conduct Ongoing Screening

As we observe what we believe are qualified resumes that come in, we would forward those applications to your appointed contact at the credit union and allow you to complete the remainder of the screening process. We would guarantee to advance to you at least 8 resumes of candidates that we feel match your profile (with more candidates the longer the posting is active). 

There would be no placement guarantee for this service; however, if you were to decide to convert this sourcing into a full search at any time during the process, we will credit the amount paid from this service to a full search fee.

Know someone who would find this interesting? Share it now!Share on Facebook
Tweet about this on Twitter
Share on LinkedIn
Buffer this page
Email this to someone