Reliable. Insightful. Strategic.

Securing Critical Talent to Help Organizations Grow and Thrive

The Banking and Financial Services industry is a fast-paced, regulation-heavy sector that requires highly skilled leaders to navigate shifting markets, economic pressures and evolving regulatory environments. As experienced banking and financial services recruiters, we specialize in finding executives who can steer financial institutions through uncertainty and growth, ensuring stability and innovation.

From finding chief financial officers (CFOs) with the expertise to manage risk and optimize financial performance, to sourcing compliance officers who understand the complex regulatory landscape, we deliver the leaders who shape the future of banking and finance. Whether your organization is a community bank, regional bank, or FINTECH, our role as banking and financial services recruiters ensures your team has the strategic vision needed to excel.

Our Team

Recent
Financial Services Successes

Every Vertical. Every Specialization.

Our recruitment services target all critical areas of financial services, providing top talent across various verticals within the sector.

Recent Successes
Financial Services Positions
  • Account Manager
  • Ag Lender
  • CEO
  • Chief Compliance Officer
  • Chief Credit Officer
  • Chief Lending Officer
  • Commercial Insurance Account Executive
  • Commercial Lender
  • Director of Claims
  • Director of HR
  • Director of Marketing
  • Director of Operations
  • Director of Retail
  • Employee Benefit Account Executive
  • Financial Advisor
  • Market Leader / President
  • Market President
  • President
  • Private Banking Officer
  • Producer
  • Regional President
  • Relationship Manager
  • Senior Lender
  • Treasury Management Officer
  • Trust / Wealth Management Administrator
  • Wellness Director
Industry Sectors
  • Banking
  • Insurance
  • Wealth Management
  • FINTECH
  • Credit Unions
  • Public Accounting
  • Working Capital
  • Retirement Planning
  • Employee Benefits & Administration

Elevate Your Team

Employers

With the right team in place, your institution can confidently navigate economic shifts and regulatory changes, ensuring long-term growth and security.

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Why Choose Us

Testimonial Quote
“My experience was great. David Weaver kept me inform...
“My experience was great. David Weaver kept me informed during all stages of the process and prepared for interviews.”

Shirin Z., A Happy Placement

I wanted to pass along the compliments from everyone ab...
I wanted to pass along the compliments from everyone about the pre-work, notes and due diligence from Scott that accompany the resume. They are all very impressed with the professionalism of your agency.

Senior HR Recruiter with a Food & Beverage Company

“I particularly liked Scott Wedel’s approach. Hones...
“I particularly liked Scott Wedel’s approach. Honest, sincere, with diligent follow through. He works hard to vet both the candidate and the bank to assure a good fit for both parties.”

Doug B.

David is an absolute pleasure to work with. He exudes ...
David is an absolute pleasure to work with. He exudes professionalism, persistence, and integrity. I’ve enjoyed working with David.

Successfully Placed Candidate, Employee Benefit Broker

David is the recruiter who introduced me to my current ...
David is the recruiter who introduced me to my current employer – he has the patience of Job, and incredible integrity – he works extremely hard to find the perfect fit for both the candidate and for the employer.

Successfully Placed Candidate

"David provided accurate and helpful information about ...
"David provided accurate and helpful information about the company and position. David communicated with me by email, phone and text and ensured I have accurate and timely information. David was able to secure additional compensation above my original ask. David was extremely professional and just overall assisted in a smooth recruiting process."

Mirra S.

David is one of those truly rare recruiters who is pass...
David is one of those truly rare recruiters who is passionate about finding the perfect fit for his candidates.”

Happy Career 1 Source Candidate

"I feel that David was a real advocate for me during th...
"I feel that David was a real advocate for me during the process. He was very transparent about the challenges of the company and what they were looking for which allowed me to have great conversations and ask appropriate questions. He was very prompt with responses and feedback."

Heather B.

Year Founded
years
Average Recruiter Tenure
+
Roles Successfully Completed
States plus Canada
with Satisfied Customers

Advance Your Career in Financial Services

Discover executive and professional roles that match your experience and ambition, positioning you for success in the highly competitive finance industry.

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Real Experience Yields Real Insights

Our talent experts have spent years in their specialized fields. We want to pass that deep industry knowledge onto the businesses we represent and the professionals we advocate for.

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