| Jefferson Partners' Financial Services Practice is about industry and functional knowledge built doing work for many Financial Services Clients, both Business-to Business and Business-to-Consumer oriented. Our team has deep experience helping these clients solve their senior leadership needs across many product or service segments. By staying on top of what is happening in these areas, and staying in frequent contact with top industry executives, we anticipate trends and produce timely results.
Our areas of expertise range across many key market platforms and segments. Sub-specialties include:
- Consumer and High-Net Worth Financial Services
- Equipment Finance and Leasing
- Asset and Investment Management
Representative clients and searches include:
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SVP, Marketing – Private Bank
VP, Cash Management Services
VP, Corporate Trust Services
VP, Emerging Technologies
VP, Branch Management (3 placements)
VP, Business Strategy
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VP, Credit – Optima Cards |
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VP, Business Development (2 placements) |
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VP, Direct Finance
VP, Marketing – Vendor Finance
VP, Regional Managers – Vendor Finance
(3 placements)
VP, Marketing & Relationships – Corporate
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