Guides, reports, and answers
for clients and candidates.
Practical material drawn from 30 years of retained search in insurance, wealth management, and financial services.
Everything on this page comes out of retained searches we have run since 1993 in insurance, wealth management, and financial services.
Salary data pulled from offers we saw. Case studies from completed placements. Market briefs written city by city. Interview kits for the roles that are hardest to assess.
No form, no email address. Click and download.
Industry insights & data
2026 salary guides
Compensation ranges for finance, accounting, underwriting, and actuarial leadership, built from offers we saw during searches we ran.
Two guides: one for insurance carriers, MGAs, and reinsurers, one for family offices and wealth management firms. Each breaks pay out by role, by seniority, and by market.
Case studies
Searches we completed, written up 1 page at a time. Each covers the mandate, the constraint that made the search hard, and the leader who took the role.
Client names are withheld. Everything else is on the page.
Market briefs
Hiring conditions in the markets where we run the most searches. Where compensation is moving, how deep the talent bench actually is, and which roles are taking longest to fill.
Updated as conditions change. Each brief carries the month it was pulled.
Insurance
New York and New Jersey, Boston, Charlotte, and Chicago. Compensation movement and talent supply for finance, accounting, underwriting, and actuarial roles at carriers, MGAs, TPAs, and reinsurers.
Wealth management
New York, Chicago, Atlanta, and Charlotte. The same read for RIAs, family offices, and wealth platforms, with a look at how succession planning and M&A activity are changing who firms need in the CFO and COO seats.
Risk, legal, & compliance
New York, Chicago, Atlanta, and Charlotte. Regulatory pressure moves what a compliance leader costs and how long the search takes. These briefs cover Chief Compliance Officer, General Counsel, and risk leadership hiring in each market.
Interview kits
Structured material for the roles you cannot assess in a 45-minute conversation. Each kit includes a question set, a scoring rubric, work sample prompts, and reference-check guidance. Statutory accounting is live. Actuarial and underwriting are in progress.
Statutory Accounting Interview
NAIC-focused questions, a scoring rubric,
work sample prompts, and reference-check guidance.
OUR METHODOLOGY
Lyneer Executive Search StrategyTM
The 4-dimension framework behind every retained search we run: technical skill, leadership capability, cultural alignment, and long-term growth potential.
Résumé keywords tell you what someone has already done. These 4 dimensions tell you whether they will succeed in your organization. 90% of the people we place get promoted inside the firm that hired them.
The Lyneer Executive Search Strategy™ for Insurance
For carriers, MGAs, TPAs, and reinsurers
Our strategy helps you hire finance, accounting, underwriting, actuarial, and tech executives who understand regulatory complexity, cross-functional collaboration, and the urgency of transformation in today’s insurance landscape.
CFOs | Controllers | FP&A | Internal Audit Underwriting | Actuarial & Compliance
The Lyneer Executive Search Strategy™ for Wealth Management
For RIAs, family offices, and wealth platforms
We help you secure finance leaders who align with your advisory model, firm culture, and client-first philosophy — while also preparing for succession, M&A, and scalable growth.
COOs | CFOs | Controllers | FP&A Operations | Finance
Questions we get about these resources
Are Lyneer's resources free to download?
Yes. Every guide, case study, market brief, and interview kit on this page downloads without a form, an email address, or a login.
What is the Lyneer Executive Search Strategy™?
It is a 4-dimension framework for evaluating a candidate against a specific role: technical skill, leadership capability, cultural alignment, and long-term growth potential. Lyneer applies it to every retained search.
Which cities do Lyneer's market briefs cover?
Insurance briefs cover New York and New Jersey, Boston, Charlotte, and Chicago. Wealth management briefs cover New York, Chicago, Atlanta, and Charlotte. Risk, legal, and compliance briefs cover New York, Chicago, Atlanta, and Charlotte. Contact us if you'd like data on a different market.
How often do Lyneer's retained searches result in a placement?
Every retained search Lyneer has accepted since 1993 has resulted in a completed placement. Figures reflect retained engagements only. Contract and interim placements are measured separately.
What roles does Lyneer recruit for in insurance?
CFO, Controller, FP&A, Internal Audit, Chief Underwriting Officer, Chief Actuary, Pricing Actuary, Reserving Actuary, Chief Compliance Officer, and General Counsel, at carriers, MGAs, MGUs, TPAs, and reinsurers.
What is in the statutory accounting interview kit?
NAIC-focused interview questions, a scoring rubric, work sample prompts, and reference-check guidance for hiring statutory accounting talent at insurance carriers.
Who does Lyneer serve?
Insurance carriers, MGAs, MGUs, TPAs, and reinsurers; RIAs, family offices, and wealth platforms; and banks, credit unions, investment firms, and specialty finance companies. Lyneer was founded in 1993 and is headquartered in Holmdel, New Jersey.
Didn't find what you're looking for?
Tell us the role you are hiring for and we will send the compensation data and market read for that specific seat. Usually within a day.
hello@lyneersearch.com · 646-543-8865
Last updated August 2026
