Financial Service Practice
In addition to our proven results during each executive search engagement, Stone Murphy utilizes our extensive expertise and 30+ years of knowledge within the financial services and investment industry to provide advice and solutions regarding best practices, human capital planning, organizational structures, distribution models, compensation planning and industry challenges.
Recruitment
Stone Murphy has developed 20+ year relationships with clients by utilizing a vertical strategy that serves comprehensive needs for small boutiques to large global organizations. We engage in searches ranging from Presidents, Chief Investment Officers, Portfolio Managers and their direct reports in a variety of public and private asset classes in the Investment Management industry, as well as key senior level infrastructure roles for the broader Financial Services sector.
- Clients include institutional asset managers, mutual fund companies, banks, insurance companies, investment banks, private investment funds (equity/mezzanine/alternative), real estate firms, public and corporate pension funds, endowments, foundations and family offices.
- Searches are conducted for financial services organizations headquartered in the Midwest with 60% of our engagements requiring national recruitment.
- Well-networked within the financial services sector – our calls get returned.
- Search process is driven by extensive national research. We identify the best talent within a peer group and customize our strategy for each specific engagement.
Human Capital Consulting
At Stone Murphy we serve as industry experts and provide strategic counsel and objective assessments regarding human capital planning, succession planning, next-gen development and market intelligence. We partner with industrial psychologists and compensation consulting firms around the country to customize delivery and engagement.
- Proven in-depth understanding of the financial services industry and related business models.
- Proficient command of organizational structures, management challenges and diverse compensation programs.
INFRASTRUCTURE ROLES
C-Level
General Management
Finance
Marketing/Sales
Corporate Development
Investor Relations/Treasury
Legal/Compliance/Risk
SECTORS
Institutional Asset Managers
Private Investment Firms
Mutual Fund Companies
Banks
Insurance Companies
Investment Banks
Real Estate
Public & Corporate Pension Funds
Alternative/Hedge Funds
Registered Investment Advisor, Minneapolis
Chief Investment Officer
Wealth Management and Financial Planning Organization, Dallas/Fort Worth, TX
Chief Investment Officer
Executive Vice President, Consumer Banking
Director, Investment Management
Large Diversified Financial Services Company, Minneapolis
Chief Investment Officer
President and CEO, Bank
President, Broker Dealer
Senior Equity Research Analyst-Insurance & Financials
Senior Equity Research Analyst-Healthcare
Senior Equity Research Analyst-Software, Services and Internet
Senior Equity Research Analyst-Energy
Equity Research Analyst-Consumer
Senior Portfolio Manager – Large Cap Value
Senior Portfolio Manager – SMID Cap Growth
Co-Portfolio Manager, Large Cap Growth
Co-Portfolio Manager, Small Cap Core
Director of Fundamental Data Science, Senior Portfolio Manager
Senior Vice President of Marketing & Sales – Mutual Funds
Vice President, Supervision and Compliance
Senior High Yield Analyst
Senior Counsel, Trust
Senior Counsel, Financial Product Distribution
Senior Counsel, Mutual Funds
Senior Counsel – Investments
Large Institutional Investment Manager, Chicago
Senior Managing Director, Equity Portfolio Manager
Managing Director, Debt Restructuring & Credit Analysis
Executive Vice President, Commercial Real Estate Lending
Executive Vice President, Head of Equity Management
Chief Financial Officer
Managing Director, Marketing & Sales
Senior Vice President, Portfolio Manager - Fixed Income
Vice President, Structured Finance
Vice President, Private Placements
Senior Vice President, Human Resources
Vice President, Information Technology
Vice President, High Yield Bond Analyst
Vice President, Quantitative Research and Risk Management
Large Asset Management Firm, Chicago
Chief Compliance Officer
Vice President, Investment Management
Senior Vice President, Investment Manager Research & Due Diligence
Multi-Family Office, Minneapolis
Senior Director, Wealth Management
Vice President, Direct Investments
Director of Partnership Tax
Regional Investment Bank, Pacific Northwest
President
Chief Operating Officer
Vice President, Technology Infrastructure & Operations
Large Pension Fund, Minneapolis
Chief Investment Officer
Senior Director, Business Development
Vice President, Marketing Strategy & Member Engagement
Institutional Equity Investment Manager, Minneapolis
Chief Operating Officer / Chief Financial Officer
Portfolio Manager, Small Cap Growth
Private Industrial Real Estate Operating Company, Minneapolis
Chief Financial Officer
Chief Investment Officer
Vice President, Human Resources
Associate General Counsel
Broker Dealer and RIA, Washington DC
President
Large Financial Services Company, Twin Cities
Head of Fixed Income
Vice President, Real Estate & Structured Finance
Investment Counsel – Commercial Lending/Real Estate
Head of Enterprise Marketing and Branding
Vice President, Asset Management Compliance
Vice President, Enterprise Strategic Business Development
Vice President, Enterprise Digital Strategy
Portfolio Manager, Real Estate Securities
Portfolio Manager, Mortgage-Backed Securities/Structured Finance
Chief Compliance Officer, Broker Dealer Subsidiary
Large Corporate Pension Plan, St. Paul
Director, Pension Investments
Director, Benefit Funds Investment Strategy
Middle Market Private Equity Firms, Minneapolis and Milwaukee, WI
Vice President, Private Equity/Mezzanine Investments
Director, Private Equity
Controller
Large Global Alternative Manager, Minneapolis
Chief Financial Officer
Senior Investor Relations Manager
Treasurer
Head of Technology
Senior Investment Analyst, Private Investments
Senior Investment Analyst, Public Investments
Senior Investment Analyst, Commercial Real Estate