Financial Services

We have specialized in the Financial Services industry for over 25 years representing buy-side, sell-side, alternative managers, banks, credit card companies, fintech, and insurance companies. We gravitate towards new products and new markets because our value-added approach to talent management and selection is most helpful to managers navigating through these new markets. Our extensive experience provides the credibility necessary to convince a 20-year veteran to leave the one firm they have worked for their entire career.

"I have worked with the Conley Search Group for over twenty years. Kevin has recruited both our investment team members, including my successor as Managing Partner, as well as C-Level executives for our portfolio companies. Kevin is extremely knowledgeable, responsive, and I respect and trust his advice and counsel. We may not always agree, but I know that I am getting honest and direct answers." Founder and Managing Partner, Middle Market Private Equity firm

Past Searches

Private Equity Fund, MA ($500M AUM)

  • General Partner

Private Equity Fund, MA & NY ($5B AUM)

  • General Partner
  • Controller
  • Senior Associate

Private Equity Fund, NY ($1B AUM)

  • General Partner
  • Director
  • Senior Associate

Private Equity Fund, MA ($1B AUM)

  • Chief Financial Officer

Private Equity Fund, IL ($10B AUM)

  • Chief Financial Officer
  • Controller

Global Private Equity Fund, NY ($25B AUM)

  • Partner and CFO
  • Director
  • Vice President

Boutique Investment Bank, MA

  • Partner, M&A

Venture Fund, MA ($150M AUM)

  • Co-Founder & Managing General Partners (2) General Partner

Venture Fund, MA ($300M AUM)

  • General Partner

Venture Capital Fund, MA ($2.5B AUM)

  • Vice President
  • Finance Director – Family Office

Leading Credit Card Company, DC

  • Head of Strategy
  • Head of Business Development
  • Chief Information Officer

Global Asset Manager, MA ($1.5T AUM)

  • Group Chief Investment Officer
    Managing Director of Research
    Managing Director of Research #2

Global Institutional Asset Manager, MA ($162B AUM)

  • Chief Investment Officer
  • Institutional Portfolio Manager

Global Asset Manager, MA ($52B AUM)

  • Chief Investment Officer 
  • Senior Portfolio Manager, Emerging Market Equities
  • Portfolio Manger, International Equities
  • Senior Product Specialist, Global & Emerging Markets
  • US Head, Quantitative Research, Fixed Income
  • Global Head of Corporate Credit Research
  • Portfolio Manager, CLO
  • Portfolio Manager, High Yield
  • Portfolio Manager, Global Credit
  • Senior Credit Analyst
  • Credit Analyst
  • Compliance Officer
  • Head, Private Client Sales
  • Trader, Fixed Income
  • Director, Institutional Sales

Multi-Strategy Investment Manager, MA ($4B) 

  • Chief Operating Officer and Chief Financial Officer

Fixed Income Hedge Fund, MA ($6.3B AUM)

  • Director of Risk Management
  • Director, Investor Relations

Global Asset Manager, MA ($370B AUM)

  • Chief Investment Officer, Domestic Equity
  • Chief Investment Officer, Domestic Fixed Income
  • Director of Equity Research
  • Director of Fixed Income Research
  • Managing Director, Quantitative Strategies
  • Director, Quantitative Strategies
  • Equity Analysts (5)
  • Credit Analysts (2)

Alternative Investment Manager, TX ($500M AUM)

  • General Counsel

Next Steps...

Contact our team to see how you can enhance the future of your corporate evolvement today