Financial Services Executive Search Firm - Cowen Partners (2024)

Cowen Partners is known as one of the country’s top bank and credit union executive search firms. As leading financial services executive recruiters for years, we know that nothing drives results and maximizes value like finding exceptional talent for bankand credit union leadership roles.

Focused on diversity and inclusion, our hands-on financial services executive recruiters have experience working with private, public, pre-IPO, and nonprofit organizations.

Cities include New York City, Atlanta, Chicago, Indianapolis, Dallas, Houston, Los Angeles, San Francisco, Seattle, Denver, and Phoenix.

Clients typically have assets over one billion and successful placements span the entire C-Suite (CEOs, COOs, CIOs, CFOs, CMOs, CTOs, CHROs, CLOs, general counsel & more) and include vice president and director level leadership roles.

Financial Services Executive Search Examples

Sourcing top candidates for C-suites in the financial services industry is what we’re known for at Cowen Partners. In fact, recent placements for financial services executive search needs have spanned banks, credit unions, and tax firms, as well as geographic locations across the U.S.

Here is a closer look at some of our recent successes in financial services executive search.

Billion+ Public Bank

Engaged to find both a Chief Lending Officer and CFO for a billion plus asset publicly traded community bank in a rural area. Washington

Credit Union CEO Search

$1B Credit Union retained us for a national search for a new Chief Executive Officer with strong technology and retail delivery experience. Chicago, Illinois

Community Bank CEO

Retained to find a person of color as CEO to reflect the community and customers of a $300M community bank. Los Angeles, CA

Billion+ Credit Union

Successfully recruited a CFO, CLO, and CIO for a billion+ community credit union with a 75% market share. Portland, Oregon

CEO Succession Plan

$3B+ Bank in Hawaii needed a succession plan for a soon-to-be retiring Chief Executive Officer and retained us due to our national network and experience with recruiting and travelling to the islands of Hawaii. Honolulu, Hawaii

Financial Services

Retained by a billion+ financial institution to recruit a Chief Technology Officer to provide advanced leadership and digital innovation in mobile banking and digital customer acquisition.

Public Accounting BIG 4/6 Firms

We regularly headhunt BIG 4/6 accounting firm partners for regional and BIG 10 accounting firms nationally. Cities include Los Angeles, Chicago, Seattle, New York, Dallas, Houston and Atlanta

National Financial Services Executive Search Firm | How We Help

Our hands-onfinancial services executive recruitershave experience working with private, public,pre-IPO, andnon-profit organizations. Clients are typically $50 million in revenue to Fortune 1000’s or have assets between $500 million to $15 billion. Successful placements span the entire C-Suite –CEO,Chief Operating Officer,Chief Financial Officer,and includevice president,general counsel, account executives, and other director-level leadership roles.

Learn how we deliver top talent, no matter the need, with our industry-leading research and resources. Discover the strategy that made Cowen Partners the top financial services executive search firm in New York, Chicago,Seattle, Atlanta, Anchorage, Dallas, Los Angeles, and beyond.

Banking Executive Search Firm

Credit Union Executive Search Firm

Wealth Management Executive Search

Tax Recruiting Firm

Insurance Executive Recruitment

Family Office Executive Search

Financial Services Executive Search Resources & Guides

• The Modern Chief Financial Officer
• Chief Financial Officer Job Description
• The Ultimate CFO Hiring Guide
• Who Is the Best Fit for a CFO Role: A CPA or an MBA?
• What Does the Future Hold for Financial Services CEOs?
• The Ultimate Credit Union Leadership Guide
• Is a Chief Growth Officer Right for Your Credit Union?
• Core Insights into Credit Union Leadership for a New Era
• What to Look for in a Turnaround Executive for a Financial Services C-Suite

Financial Services Executive Recruiter Insights

• Cowen Partners Named Top Financial Services Executive Search Firm
• Idaho Trust Bank Engages Cowen Partners on a Chief Financial Officer Search
• Cowen Partners Defines a Great Credit Union CEO
• Top Financial Services Executive Recruiters on the Modern Credit Union CFO
• 5 Ways Executive Search Firms Support the Talent Management Priorities of Private Equity Companies
• Cowen Partners, Top Financial Services Executive Recruiters, Featured in Fortune
• Financial Services Executives: A Look at the Positions in the Highest Demand

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