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.