Financial Services Executive

Hiring Playbook

The Lyneer Executive Search Strategy™

for long-term placement success


How Top Financial Services Firms Build Elite Finance Teams — and Avoid Costly Mis-Hires


Discover the Executive Hiring Framework Trusted by Financial Services Industry Leaders


If you’re hiring CFOs, FP&A leaders, or senior finance executives in the financial services sector, you know the stakes are high — and the margin for error is razor thin.


This free 7-page playbook reveals the exact strategies used by the most successful financial services firms to hire transformational finance leaders — faster, smarter, and with long-term impact.


What You’ll Learn

  • 7 costly mistakes companies make when hiring finance execs — and how to avoid them
  • The Lyneer Executive Search Strategy™ for long-term placement success
  • A real-world case study showing how one insurer turned a failed search into a top promotion
  • What makes Lyneer’s approach different — and more effective
  • Benchmarks and proof points used by banks, RIAs, asset managers, and family offices


Who It’s For

  • CFOs, Controllers, HR Directors, and Talent Leaders
  • Banks, Asset Management Firms, Fintechs, and Multi-Family Offices
  • Firms seeking permanent or interim executive finance talent


Download Now — It’s Free.

Fill out the short form to get instant access to your PDF and unlock insights that can transform your hiring strategy.


Bonus

After download, you’ll get access to our 10-Point Finance Hiring Checklist and be invited to schedule a free 15-minute consultation  with one of our executive search advisors.



Get the Exec Hiring Playbook

FAQs

  • What is The Financial Services Exec Hiring Playbook?

    A free, expert-authored guide by Lyneer Search Group that outlines how financial services firms can successfully recruit and retain top finance executives.

  • Who should download the playbook?

    Hiring managers at financial services companies looking to hire CFOs, controllers, FP&A leaders, and other finance executives.

  • Is there a cost?

    No. The PDF guide is completely free to download.

  • What’s different about Lyneer’s hiring approach?

    The Lyneer Executive Search Strategy™ relies on our passive talent network, and deep industry focus to ensure placements are technically sound, culturally aligned, and promotion-ready.

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