Financial Services

Elevate Your Team with Y Scouts Executive Search

Today’s leaders in the financial services industry are required to possess a tool belt that allows them to maximize profit while using strategic insight to navigate risk management, new regulations, and innovative technologies. 

Y Scouts matches you with leaders who meet all of these qualifications while still being driven by a greater overall purpose that we ensure aligns with your organization’s cultural DNA.

yscouts financial services

Expert Executive Search for the Financial Services Sector

Hire Your Next Leader

Discover Why 98% of Clients Refer Y Scouts

When to Hire an Executive Search Firm

Check out these articles:

https://yscouts.com/15-incredible-cfo-interview-questions/
https://yscouts.com/when-to-hire-a-cfo/

The Y Scouts Approach

We have developed an 8 step proven method that gets to the heart of who you are as an organization and aligns you with executive leaders who have proven success with driving results, are committed to learning relentlessly, and continuously develop others.

Over the last decade, these purpose-driven steps have filled hundreds of executive positions that are still occupied and still driving results for our clients.

1. Fanatical Approach + Radical Realignment

With 63+% of employees worldwide not engaged, it is critical both the business’ purpose and the energy of the team align— that’s when the true impact is achievable.

2. Organizational DNA Assessment

We dig deep to understand your cultural DNA — to ensure your future leader not only delivers success in the role but aligns with your purpose and values — and strengthens your culture.

3. Role Visioning Exercise

A multi-stakeholder approach to arriving at the right set of success outcomes.

4. Opportunity Profile

We draw leaders into the WHY of your opportunity. It includes the ideal candidate profile, expected impact the right leader will deliver, while not sharing the requisite experiences the ideal candidate should bring to the table. Why give the 'answers to the test' away?

5. Search Strategy & Timeline

Guides our covert approach into the right channels where the right leader currently exists.

6. Interview Guide

Every successful leadership hire requires a well-architected interview plan.

7. Search Update

You will always know where we are in the process - transparency is critical to success.

8. Finalist Presentation

Every Finalist we deliver has met our radical alignment process and will be worth the investment of your time.

Begin Your Search

What Our Clients Are Saying

yscouts Ed Sofia

Ed Sofia

VP of Marketing & Merchandising, IncStores

The team at Y Scouts were fantastic partners in my search for the right executive position. Deborah spent time getting to know me, & my interests which led to a position at a great company with a great culture. I would highly recommend Y Scouts, to any company looking to fill an executive role with talent AND aligned values, or to any candidate looking to make a lifelong career choice.
yscouts Roger Popovec

Roger Popovec

President, DRG Technologies

Y Scouts was the best experience I had working with a recruiter from a recruiting standpoint. I was not looking for a position when I was contacted, but they answered all my questions, showed me the time and attention needed, and were totally transparent the entire time. Very professional, extremely engaged throughout the recruiting process. In the end, I accepted a higher-level position with a fantastic company. Thank You Y Scouts!
yscouts Chad Miraglia

Chad Miraglia

CEO, Thrivos

The Y Scouts process was fast and efficient. From company info gathering to digging into the job requirements, Y Scouts had a reason for everything. The presentation to potential candidates was extremely well done and effectively attracted extremely high-quality candidates. Ultimately, we were able to hire a candidate the exceeded our expectations. Thank you Daniel, thank you Y Scouts!
yscouts Ann Rhoades

Ann Rhoades

Founder / CEO, People Ink & Former Chief People Officer at Southwest Airlines

There was a time when it was only about the resume when searching for a leader. Y Scouts has literally redefined executive recruiting to assure we have the right leader driving the bus.
yscouts Joe Fidalgo

Joe Fidalgo

Managing Director, MOWI

After using many different recruiting firms throughout my work experience, I can say that I was very impressed with them and was able to notice the difference immediately. The ability to track the ongoing process from a platform, not only with weekly meetings, was very valuable to me from a time savings perspective, but also allowing me on my own time to review the applicants and potential candidates in the most detail I have ever had. I would highly recommend Y Scouts to anyone, we will definitely use them in the future.
yscouts Tony Schmidt

Tony Schmidt

CMO / Co-Founder, IncStores

Y Scouts process is extremely well designed from beginning to end. It enabled our team to be aligned and focus on the right candidates. IncStores will continue to use Y Scouts as our executive team grows.
yscouts Daren Riley

Daren Riley

CEO, DRG Technologies

I would recommend Y Scouts because they have a very structured recruiting approach that yielded many qualified President candidates for our manufacturing business in rural Arizona.
yscouts Paul Leblanc

Paul Leblanc

Founder & CEO, Zogics

Y Scouts is the ultimate matchmaker, taking the time to connect purpose to positions. They put as much effort into understanding our needs as they did in finding us high-quality candidates. The end result was a perfect fit that has produced immediate, positive impacts on our business. We'll surely use Y Scouts again as we continue to grow our team.