Financial Services Executive Search

Trusted financial services executive search partner for regulated, customer-led and digitally evolving financial service organisations, Banking, Insurance, Fintech.

Banking, Financial Services, Insurance and regulated FinTech organisations are operating under sustained pressure. Regulatory scrutiny, Consumer Duty expectations, cost control, platform modernisation, AI adoption and rising customer expectations are converging at the same time.

Douglas Jackson partners with Boards and executive teams to appoint senior leaders who can operate confidently in complex, regulated environments, not just manage growth in stable conditions.

We specialise in executive and senior professional search across Insurance, Banking and Financial Services, supporting organisations where leadership capability directly impacts operational resilience, regulatory confidence, customer outcomes and long-term performance.

 
 

Financial Services Executive Search - Who we work with:

We work predominantly with regulated insurance and financial services organisations, including insurers, brokers, MGAs, mutuals, banking, building societies, financial services providers, fintech, SaaS and PE-backed businesses operating under FCA and PRA oversight.

Our clients engage us where leadership decisions carry material regulatory, operational and reputational risk.

What we do - Financial Services Executive Search Recruitment Services for Banking, Insurance and Fintech

Douglas Jackson is an independent boutique executive search and leadership recruitment consultancy with deep experience across regulated financial services.

We are typically engaged at points of inflection, including:

  • Regulatory or governance pressure

  • Operational or service performance risk

  • Claims, complaints or customer experience challenges

  • Platform, data or AI-led transformation

  • Cost, productivity or operating model redesign

  • Executive succession or failed prior hires

Our work is focused on securing leaders who can stabilise, transform and lead through complexity, while delivering strong customer and commercial outcomes.

Executive & Board Appointments

Senior Functional & Specialist Leadership

  • Chief Operating Officer (COO)

  • Chief Transformation Officer

  • Chief Customer Officer / CXO

  • Chief Data / Digital / Technology Officers

  • Managing Directors & Business Unit Leaders 

  • Non-Executive Directors (NEDs)

    • Operations, CX & Service Leadership

    • Claims, Underwriting, Complaints, & Customer Operations

    • Change, Transformation & Programme Directors

    • Data, Insight, Analytics & AI Leadership, Decision Intelligence

    • Risk, Compliance & Regulatory Functions

    • Resource Planning, Workforce & Capacity Specialists

What we are seeing across Banking, Insurance and Fintech Recruitment and Executive Search

Across the insurance and regulated financial services market, we are seeing consistent leadership priorities emerge:

  • Increased focus on operational resilience and service continuity

  • Greater scrutiny of claims, complaints and customer outcomes under Consumer Duty

  • Investment in data, analytics and AI without clear senior ownership

  • Cost pressure alongside rising service and customer expectations

  • Succession gaps across COO, Operations, CX and Transformation roles

Organisations that address leadership capability early are better positioned to manage risk and sustain performance.

Our FinTech and InsurTech work typically focuses on regulated, scaling or maturing platforms where stronger operational, governance and customer leadership is required to support sustainable growth.

Banking, Insurance and Financial Services Market Moves and Insight

At Douglas Jackson, we track senior leadership movement across Banking, Financial Services and Insurance because executive appointments often provide an early indication of where organisations are focusing investment, strengthening capability and reshaping accountability.
Our BFSI Leadership Index tracks leadership changes across Customer, Operations, Risk, Data, Technology, Commercial and Executive functions to identify emerging leadership trends, changing organisational structures and evolving capability requirements.
 

Our Financial Services Executive Search Recruitment approach, the proven process; Impact 360

Our Impact 360 methodology combines executive search rigour with behavioural insight, market intelligence and a high-touch consultative approach to deliver a seamless and proven recruitment methodology for Insurers, Banks and Financial Services clients.

Every search is designed to ensure alignment across:

  • Role scope and organisational context

  • Regulatory and governance requirements

  • Leadership behaviours and decision-making style

  • Culture, values and long-term objectives

This approach underpins our strong track record for retention, performance and diverse leadership outcomes. 

Banking, Financial Services and Insurance (BFSI) Recruitment and Executive Search Case Studies:

Recent assignments include COO, Chief Transformation Officer, Head of Claims, Managing Director, Customer, Customer Experience Director, Head of Customer Operations and Head of Resource Planning senior data and insight leadership roles across UK and international financial services organisations, banks, building societies and insurers.

Chief Transformation Officer
Chief Transformation Officer, Building Society BFSI Recruitment Douglas Jackson
Working as the Executive Search partner we placed a Chief Transformation Officer with this mid sized Building Society for this platform and cultural change Recruitment
Managing Director, Customer
Manging Director Customer Service – Top 5 Bank
As a retained Search Partner we placed a Managing Director, Customer with a top 5 Bank in this confidential recruitment campaign
Operations Director
Douglas Jackson Case Study Operations Director, Travel and Pet Insurance
A confidnetial retained recruitment search for an Operations Director for this founder led, scaling Travel and Pet Insurance for B2B and B2C
Sales Director
Sales Director Chief Commercial Officer Insurance Warranty Search Douglas Jackson Executive Search
Retained Search for an experienced Partnership Sales Director for theis PE backed Warranty Insurer for this business critical recruitment campaign

If you are reviewing leadership capability, succession, or specialist talent within Banking, Financial Services, Insurance or FinTech, we’re happy to share what we are seeing across the market and where organisations are strengthening capability.

A confidential conversation is often the most useful place to start.

Finanical Services Executive Search - Hear what our clients have to say

We are proud to work in long-term partnership with clients across insurance and regulated financial services, many of whom return to us for repeat leadership appointments.

UK CEO of Insurtech ManyPets

Head of Operational Resource Planning, Legal & General

USA CEO of Insurtech Many Pets, Steve Long

COO and CO-Founder Arma Karma Insurtech, Chris Frogner

Atlanta Group COO, Chief Customer Officer, Stella Group, COO, Karen Hogg

Chief Operating Officer, Managing Director Ageas, Kwik Fit Insurance, Alan Brown

Insurance, Banking and Financial Services

BFSI Executive Search and Recruitment Services

We help you hire more impactful insurance and financial service leaders as well as critical subject matter experts. Trusted by Boards, CEO's and executive teams.

Insurtech, Fintech, SaaS, BPO providers

Suppliers to the Insurance and BFS markets

A commitment to more diverse, future ready shortlists. A fully transparent partnership approach dedicated to hiring the right individual.  20 years Executive Search experience. Competitor and market insight.

Schedule a no obligation meeting to discuss more about how best to hire your next Insurance, Banking, or Financial Services Senior Director, or Leadership Hire and Recruitment Services