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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 68 offices across 40 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

Gabriela Carvalho

Gabriela Carvalho

Miami

Global Lead

Gabi Carvalho, based in Miami, heads the Global Retail Financial Services Practice, focusing on payments, retail banking, insurance, and asset… Read more

Peter Koo

Peter Koo

New York

Based in New York, Peter Koo is a trusted advisor to large financial institutions across the Americas and Asia Pacific. He has particular expertise in… Read more

Arnaud Tesson

Arnaud Tesson

Boston, New York

Arnaud Tesson, based in Boston, leads Egon Zehnder’s U.S. Asset Management Practice and helps clients navigate that industry’s ongoing transformation. 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

Artemio Garza

Artemio Garza

Miami

Artemio Garza, based in Miami, leads Egon Zehnder’ s Chief Communications Officers practice across North America and is a core member of the firm’s… Read more

Arun Dhingra

Arun Dhingra

Dallas

As the Managing Partner of Egon Zehnder’s Dallas office and the Global Head of Egon Zehnder’s Financial Officers practice… Read more

Ricardo Sunderland

Ricardo Sunderland

San Francisco

Ricardo Sunderland, based in San Francisco… Read more

Valerie Spriet

Valerie Spriet

Toronto

Valerie Spriet, based in Toronto, is a leader in Egon Zehnder’s Global Leadership Advisory practice with deep experience in Assessment and Development… Read more

Hayley Angus

Hayley Angus

Toronto

Hayley Angus, originally from Vancouver, is based in Toronto and is a member of Egon Zehnder’s Financial Services Practice. She specializes in… 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, Calgary, Montreal

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

Drew McFeetors

Drew McFeetors

Toronto, Calgary

Drew McFeetors, based in Toronto, leads Egon Zehnder’s Technology Officer Practice in Canada and is an active member of the Financial Services and… 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

Benoît-Carl Coulombe

Benoît-Carl Coulombe

Montreal, Toronto

Benoît-Carl Coulombe, based in Montreal, plays key roles in Egon Zehnder’s Financial Officers and Financial Services practices while also working… Read more

Carlos Vázquez

Carlos Vázquez

Mexico

Carlos Vázquez, based in Mexico City, leads Egon Zehnder’s Financial Tech, Private Equity, Financial Services, and Energy & CleanTech practices in… Read more

Laurent de Meeûs

Laurent de Meeûs

London

Laurent de Meeûs is a trusted advisor to banks, insurance, and asset management companies. Based in London… Read more

Thought Leadership on Retail Financial Services

Private Companies

Private Companies "Changes to the Governance Landscape" Dinner

Financial Services

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

Financial Services

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

Retail, Apparel and Luxury Goods

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

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