Close filter
Industries

Retail Financial Services

The business aspects of retail banking are often local in nature, even within the construct of global financial institutions. This dynamic aligns well with Egon Zehnder’s One Firm model — our worldwide reach (including 64 offices across 36 countries) combined with a highly collaborative boutique structure enables us to offer clients a local experience within the context of a large global firm.

Areas such as data analytics, for instance, warrant a global search for best-in-class executives. As the banking industry navigates the transition from brick-and-mortar branches to digital channels, sectors such as hospitality and technology, which have already honed best practices, have become appealing sources of talent. Bankers face a critical challenge in determining what form their customer’s omni-channel experience will take. Such decisions require an intimate knowledge of local market customs and preferences.

The next-generation retail banking leader clearly requires transformation skills, as well as the ability to design and execute a future-oriented strategy. Retooling will likely involve back-office cost cutting, requiring an understanding of operations, as well as experience with marketing via both traditional and new media. This leader must also be able to drive change without alienating customers.

We are well positioned to advise on your transformation across all of these dimensions. Our executive assessment, leadership development, and team effectiveness review services can help improve existing talent, while our executive search stands ready to augment any identified gaps. These services can also be bespoke; for example, we recently helped a leading bank benchmark its innovation capabilities to establish a point of departure, then designed several digital organization alternatives and assisted leadership in assessing which offered the greatest probability of success.

Because we hire exclusively from industry, our consultants possess the domain expertise to deliver insights tailored to market needs. We pride ourselves in constantly thinking about ways to help our clients’ business — with or without the mandate of a specific assignment. We invite you to experience true partnership through this unique model.

 


Retail Financial Services Consultants

Sandeep Gupta

Sandeep Gupta

Boston

Based in Boston, Sandeep Gupta is an active member in Egon Zehnder’s Financial Services and Insurance practice. Read more

Eric Anderson

Eric Anderson

Atlanta, New York

Eric Anderson, based in Atlanta and New York, serves as the Global Co-Head of the Technology and Communications Practice. Read more

Gabi Carvalho

Gabi Carvalho

Miami

Gabi Carvalho co-leads Egon Zehnder’s Global Financial Services Practice focusing on Payments, Retail Banking, FinTech and Insurance. Read more

Arun Dhingra

Arun Dhingra

Dallas

As the Global Head of Egon Zehnder’s CFO & Audit Chair Practice, Arun enjoys working with Boards and CEOs to recruit, assess and integrate CFOs… Read more

Rachel Williams

Rachel Williams

Dallas, Palo Alto

Based in Dallas, Rachel Williams is active in Egon Zehnder’s Semiconductors and Technology Practices… Read more

Ricardo Sunderland

Ricardo Sunderland

San Francisco

Ricardo Sunderland, based in San Francisco, is a Transformational Coach with Egon Zehnder. His life’s purpose is to help leaders connect to and manage… Read more

Jennifer Dewar Thomas

Jennifer Dewar Thomas

Toronto

Jennifer Dewar Thomas, based in Toronto, leads Egon Zehnder’s Financial Services Practice in Canada. She is an expert in CEO succession and C-suite… Read more

Pamela Warren

Pamela Warren

Toronto, Montreal

Pamela Warren, based in Toronto, has deep expertise in leadership best practices, CEO succession, and board recruitment and effectiveness. Read more

Valerie Spriet

Valerie Spriet

Toronto

Valerie is a leader in Egon Zehnder’s Global Leadership Advisory and Board practices.  Valerie has deep expertise in CEO succession… Read more

Hayley Angus

Hayley Angus

Toronto, Vancouver

Hayley Angus co-leads Egon Zehnder’s global Insurance practice, placing at the executive and Board level. Read more

Drew McFeetors

Drew McFeetors

Toronto

Drew McFeetors, based in Toronto, leads Egon Zehnder’s FinTech and Technology Officer Practices in Canada. Focusing on senior executive search and… Read more

Benoît-Carl Coulombe

Benoît-Carl Coulombe

Montreal, Toronto

Benoît-Carl Coulombe, based in Montreal, is a core member of our Global CFO Practice Group and spends much of his time recruiting CFOs and other… Read more

Jodie Zimmerman Frenkiel

Jodie Zimmerman Frenkiel

Montreal, Toronto

Jodie Zimmerman Frenkiel advises leading Canadian and global consumer, retail and healthcare companies on leadership challenges. Based in Montreal… Read more

Jan Willem van den Bosch

Jan Willem van den Bosch

Amsterdam

Based in Amsterdam, Jan Willem van den Bosch is an expert in financial services, with a specialization in wholesale banking, asset management, pension… Read more

Hans Horn

Hans Horn

Amsterdam

Hans Horn possesses deep experience across the international financial services sector and is a trusted advisor to key executives in this industry. Read more

Diederik Amery

Diederik Amery

Brussels Office Leader

Diederik Amery, based in Belgium and also covering Luxembourg, provides executive and board search, individual and team appraisals, and leadership… Read more


Thought Leadership | Retail Financial Services

Read more insights
Private Companies

Private Companies "Changes to the Governance Landscape" Dinner

Private companies - maintain the status quo or support a tide of change? Read more

How to Become an Audit Committee Chair and Then Succeed

How to Become an Audit Committee Chair and Then Succeed

140 UK Audit Committee Chairs share what it takes to become an Audit Committee Chair—and succeed in the role. Read more

Hiding in Plain Sight: Accelerating Disruption of China's Retail Landscape

Hiding in Plain Sight: Accelerating Disruption of China's Retail Landscape

China’s digital titans have already revolutionized online retail. Now they are reinventing traditional, offline retail—with huge implications for all. Read more

Changing language
Close icon

You are switching to an alternate language version of the Egon Zehnder website. The page you are currently on does not have a translated version. If you continue, you will be taken to the alternate language home page.

Continue to the website

Back to top