Banking. Investment. Insurance. Private Equity. Credit and Debit Cards. Mobile Transactions. The world of finance is as complex as the global markets in which they operate. In this day and age of mobile transactions, increased regulatory pressure and the need for additional transparency, today’s hyper-paced financial institutions require individuals who are intellectually savvy, strategic and have the analytical skills to master the various components in this ever-changing arena. As one of our largest practice areas, Lawrence Stephen Partners is prepared to assist your organization’s needs in identifying and securing the industry’s best-in-class talent, as well as providing services that assess that talent and leadership development, assist with onboarding, provide competitive benchmarking and strategic talent design and succession planning.

As markets and dynamics change in the financial services industry segment, Lawrence Stephen Partners provides special expertise in:

  • Commercial, Community, Consumer/Retail, Mobile and Private Banking
  • Insurance – Commercial, Home & Auto, High Net Worth and Specialty
  • Investment – Wealth Management, Investment Banking and Capital Markets
  • Credit & Debit Cards – Payment Processing and Technology
  • Private Equity
  • Technology – Electronic Trading, Transaction Services, Enterprise-wide Applications

These professional services are provided across Boards and C-Level positions, IT and technology leadership, financial officers, sales and marketing (including digital) roles, operations, human resources, analytics and modeling, risk, regulatory and tax.

Past clients served by the practice leadership include:

  • Discover Financial
  • GE Capital
  • Nationwide Insurance
  • Progressive Insurance
  • PNC Bank
  • Fifth Third Bank
  • Huntington Bank
  • Johnson Bank
  • Capital Group Companies/American Funds
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