“K&A approaches executive search as a true strategic partnership. Their team is easy to work with, highly responsive, and gets the job done in a way that reflects well on everyone involved.”

- Theresa Sjostedt
VP--Executive Recruiting, Brown Brothers Harriman

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03/09/11
Kaplan Joins AESC Board more >

 

Active Assignments
 
This list highlights some of the searches that are currently underway. If you think you are well qualified for one of these opportunities, you may e-mail your resume to K&A for consideration. If you know someone who might be a serious contender for one these positions, please let us know confidentially or forward the description to them.
 
 
 
This community bank has a rich history dating back over 100 years. Dedicated to serving the community and its employees, the bank adheres to a conservative management style and has retained a strong and loyal base of directors and employees. The Bank is extremely well capitalized and is consistently rated as one of the safest financial institutions. Furthermore, the corporate culture emphasizes teamwork, loyalty, integrity and values that foster employee longevity.  
 
The CEO and Board of Directors have launched a search for a Senior Vice President & Chief Operating Officer to collaborate in the overall administration and direction of the Bank. Reporting directly to the CEO, this new executive will also be the intended long term successor to the CEO in approximately four years.   The COO will work closely with the CEO to execute the current strategies of the bank, and will be responsible for the majority of day to day activities including, branch administration, operations, information technology, marketing and facilities management
 
The incoming leader must have exceptional communication and teambuilding skills. The COO must thoughtfully build credibility and trust as a leader while working under the direction of the current CEO, and demonstrate that he/she genuinely shares the bank’s values. The new COO will need to develop a positive and productive working relationships at all levels within the organization, including with the Board of Directors. He/she must be a strategic thinker with proven vision and execution capabilities, along with strong business development and change management skills. Based outside of Baltimore, Maryland.
  
 
 
This client is seeking a Chief of Internal Audit, with oversight for managing and developing the audit department of the institution. The new Chief Auditor will be responsible for developing and implementing the annual Audit Plan, and coordinating closely with the Board of Directors Audit Committee. There are several key priorities for the new Chief Internal Auditor, including the development of a more risk-based audit program for the institution as it evolves from a compliance orientation to a risk-based approach. It will be critical that the new Chief Auditor be a seasoned leader who excels at team development, and who understands the importance of building a high-performing team of highly talented audit professionals. It will also be important for the new audit leader to evaluate co-sourcing/outsourcing opportunities and relationships, ensuring optimization of audit strategies and resources.
 
Ideally, the new Chief Auditor will come from a large financial institution environment, driven by best practices, including strong knowledge around audit of the derivative and investment portfolios. The Chief Auditor will need to have an open, communicative and collaborative style.   He/she should be a self-starter who is not afraid to push the envelope constructively, and can bring creative ideas to the table along with a careful yet enthusiastic plan for execution. The ability to partner with business line leaders, regulators, outsourcing partners, Board members and executive management is essential. The Chief Auditor will report directly to the Audit Committee of the Board of Directors and administratively to the President and CEO. He/she will initially manage a team of approximately 8 associates, and will be based in Pittsburgh, PA.
 
  
 
This client is seeking an SVP Administration for a newly created position.  As a direct report to the CEO who travels extensively, the successful candidate will be responsible for headquarters' operations, all IT functions, cross-company communications, and strategic planning.  As a highly decentralized company, the SVP and his/her team will partner extensively with divisional and executive leadership across the US and Canada to deliver best-in-class services to their customers.
 
The successful candidate must be an exceptional manager with a warm, personable style, who leads by example and drives activities and actions that are always in the best interests of the organization and its customers.  He/she will possess a bias towards action and consistently drive superior results across their areas of accountability.  The SVP Administration should be adept at interacting with all levels of the organization, and able to forge trusting relationships that lead to long-term employee engagement and customer satisfaction.   
 
This leader will strike the right balance between doing and delegating and be "hands-on" with high energy.  It is highly desirable that the successful candidate has experience managing process and/or technology-based functions. The SVP Administration will likely come from a service-oriented, decentralized environment in a mid-sized, lean organization, where personal results and accountability are evident.  The position is located in suburban Philadelphia.
 
 
This multi-billion dollar banking institution has a multi-billion dollar wealth management business which it wants to take to a new level of success. The new President of Wealth Management will assist in refining and executing a strategy to grow the customer base and bottom line. The bank sees a significant opportunity to build this multi-line business through the creation of a more comprehensive wealth management offering—one designed to attract new relationships while also expanding services provided to the existing loyal base of customers. 
 
The President of Wealth Management must be a strong leader, with a proactive style and proven experience building a wealth management business, ideally within a banking institution. Crucial to this position is a strategic perspective on the direction of the wealth business, and a commitment to providing customers with a strong and reliable service experience. This new wealth management leader must also have an open, communicative and approachable style with both team members and fellow leaders. Based in upstate New York.