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Operations & Strategy

Many firms across financial services have been recognizing periods of significant business and structural change. A combination of fee pressures and cost-reduction efforts designed to maximize efficiencies have driven a demand for excellence in operational leaders. With a focus on streamlining processes and enhancing usage of technology and data management to improve performance, firms of all types have placed great emphasis on positioning executives in this area at the forefront.

At Charles Sterling Group, our Partners are recognized for their subject matter expertise, consultative approach, and ability to provide global market insights from a well-established executive network. We pride ourselves on our current knowledge in the space to provide clients with competitive intelligence and search capabilities that are unsurpassed.

  • Chief Operations Officer

  • Investment Operations and Servicing

  • Back and Middle Office Leaders

  • Operational Client Service/Sales/Relationship Management

  • President of the Funds

  • CFO for the Funds

  • Fund Treasury

  • Valuation and Pricing/Financial Reporting/Tax

  • Vendor Management/Oversight

  • Enterprise/Shared Services

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