Financial Services

StraussGroup began as a financial services search firm. We’ve built a reputation nationally as a “best-in-class boutique firm” serving many of the most prominent banks and financial services companies in the world.

Our specializations include:


Mortgage Banking

Recognized as one of the most competitive in the country during the last 15 years, our Mortgage Banking practice successfully places candidates in a broad spectrum of positions for national and international mortgage banking entities, including mega banks. 

We have completed hundreds of C-level and senior level searches in key areas including:

  • Chief Executive Officers/Chief Operating Officer/Chief Financial Officer
  • National Sales Leaders
  • Operations Executives
  • Default Servicing/Loss Mitigation
  • Compliance and Quality Control Servicing
  • Secondary Marketing
  • Finance
  • Technology Solutions

Retail and Commercial Banking

Our retail banking practice has been consistently ranked as one of the top boutique retained practices nationally. Working with large, super-regional, regional and community banks, we specialize in mid to senior level searches (including C-level searches) in the following areas:

  • Compliance/Quality Assurance
  • Product Development (Secured and Unsecured)
  • Marketing
  • Web-based, Online Solutions
  • Finance
  • Retail/Commercial Sales and Operations
  • Risk Management
  • Human Resources
  • Wealth Management
  • Technology Solutions

Credit Unions

Recognized by regional and community credit unions, we’ve developed a strong presence recruiting senior level positions in finance, sales and marketing, operations and technology. Our market reach extends to mid-level positions in sales, operations, finance, marketing and risk management. Candidates have also been placed in financial advisory and wealth management roles.


Insurance Companies

Our insurance placements span this industry: executives, mortgage insurance, property and casualty experts, sales account executives, wholesale brokers, commercial product insurance specialists, 401K/retirement and sales producers. With employee benefit companies, recruitment has included benefits sales, account executives, operations, and alternative risk positions.


Private Equity/Early Stage

With a thorough understanding of the nuances inherent in early stage venture/PE-owned businesses, we take great care to find the right fit for the personality of the company. We recognize the magnitude of decisions made in the initial stages of growing entities so we are particularly focused to make sure priorities are addressed for these distinctive companies. Aligning with early stage start-ups and venture companies in a wide variety of industries,  StraussGroup has recruited candidates ranging from C-level positions to sales and marketing leaders. We have developed a specialization in education software, technology-based solutions providers and other web-based early stage companies.


Investment Banking

Both Wall Street and boutique firms have relied on StraussGroup to lead their searches. Our candidates are now industry leaders in positions ranging from traders and sales executives to wealth managers, mid and senior level directors, and division heads. We specialize in locating gifted PhD’s and other challenging research positions.


Recent Placements

  • Senior Asset Manager - Industry leader in real estate lending, inventment, and advisory services
  • Post-Closing Manager - Mortgage Finance Company
  • Branch Manager - Mortgage Finance Company
  • Loan Officer - Mortgage Finance Company
  • Loan Processor - Mortgage Finance Company
  • Loan Closer - Mortgage Finance Company
  • Senior Vice President, Head of Retail Banking - New England-based multi-state Regional Bank
  • Senior Vice President, Compliance Director- New England-based multi-state Regional Bank
  • Senior Vice President, Commercial Portfolio Manager – Regional Commercial Bank
  • Chief Compliance Officer – National Builder Mortgage Company
  • National Sales Manager – National Mortgage Lender
  • Senior Vice President, Default Management – National Mortgage Lender
  • Senior Vice President, Servicing – National Mortgage Lender
  • Executive Vice President, Mortgage Lending – Top 5 Bank
  • President and CEO – Super Regional Bank
  • Chief Financial Officer – National Mortgage Bank
  • Head of Retail Banking – Super Regional Bank
  • Head of Product Development – Super Regional Bank
  • Executive Vice President, Consumer Lending – Super Regional Bank
  • Regional Manager – National Mortgage Banker
  • Regional President – Super Regional Bank
  • Head of Product Management and Fee Income Products – Super Regional Bank
  • President and CEO – National Mortgage Company
  • Senior Vice President, Head of Operations – National Mortgage Lender
  • Senior Vice President, Customer Experience – Super Regional Bank
  • Controller – National Retail Bank
  • Director, Consumer Lending – Super Regional Bank
  • Chief Compliance Officer – National Financial Recovery Company
  • Supervising Attorney – National Consumer Recovery Company
  • Senior Vice President, Research and Analysis – National Insurance Company
  • Executive Vice President, Operations – National Mortgage Company
  • Chief Marketing Officer – National Retail Bank
  • Executive Vice President of Sales – Regional Native American-owned Bank
  • Operations Manager – Community Bank
  • Marketing Manager – Regional Bank
  • Controller – International Publishing Company
  • Senior Benefits Analyst – National Insurance Provider
  • Senior Vice President, HR – National Insurance Provider
  • Executive Vice President, Capital Markets – National Mortgage Banker
  • Senior Vice President, Capital Markets – Super Regional Bank 
  • Staff Accountant - Local CPA Firm
  • Chief Financial Officer- Local Real Estate Company