The Anderson Search Group | June 2025 Updates
How Recruiting Firms Build a Leadership Culture That Fuels
Employee Growth
Strong leadership isn’t optional—it’s the backbone of your company’s success. Especially in commercial banking, the right leaders don’t just keep the lights on—they drive growth, retain top talent, and shape company culture.
But leadership isn’t just about hiring someone with the right title. It’s about finding people who mentor, inspire, and push employees to be their best. That’s where recruiting firms come in.
How Women in Banking Can Thrive and Redefine the Industry
In a world still shaped by legacy systems, masculine norms, and glass ceilings, women in banking have not only survived—they’ve rewritten the rules. Just ask Sallie Krawcheck.
A Wall Street veteran and former CEO of Smith Barney, Krawcheck was fired—twice—on the front page of The Wall Street Journal. Not because of poor performance, but because she chose principle over politics. Today, she’s the founder and board member at Ellevest, a fintech platform built by women, for women, on a mission to close the gender investing gap. And she’s just getting started.
Her story isn’t just inspirational—it’s instructive.
The Role of Performance-Based Incentives in Retention
With turnover rates climbing in many industries, businesses are constantly searching for ways to keep their workforce motivated and engaged. One effective strategy gaining traction is the use of performance-based incentives.
Performance-based incentives are a powerful tool for driving employee retention. They not only encourage productivity but also foster a deeper sense of commitment and loyalty among workers. In this blog post, we’ll explore the role of performance-based incentives in employee retention, their benefits, and best practices for implementation.
- 15+ years Fiduciary Officer/Trust Officer and/or Estate and Trust Planning Attorney Experience
- 5+ years leadership experience
- Experience building a market in Trust and Wealth is strongly preferred
- JD required and CFP/CTFA strongly preferred
- Clean U4 and Series 7, 63, 65 and General Lines Insurance Agent licenses required
- CFP preferred but not required
- Requires a bachelor’s degree and 8 or more years of Advisory Management or other directly related experience leadership experience required
- Experience with high-net worth clients preferred
- Ability to travel required
- 10+ years private banking experience
- Formal Bank Credit Training – must have stellar private banking/custom credit structuring skills
- Proven track record for new HNW and UHNW custom credit and deposit generation in the St. Louis Market using their own external network
- Experience sourcing and structuring custom credit including, but not limited to air craft, yacht, securities backed lines of credit, some light CRE
- 5+ years of high net-worth client relationship in either private banking or wealth planning
- Proven track record of exceeding high net-worth client expectations
- Experience servicing high net-worth clients with regards to opening new accounts and introducing them to other areas of the bank
- Ability to relocate to Little Rock if not already in market
- Bachelors Degree
- Industry leading benefits – Medical, Dental, Vision, 401K, Flex Spending Accounts
- Inherit a $35 million+, clean portfolio of loans
- Focus on CRE and C&I deals $1-$10MM but can do larger
- Take advantage of extensive credit/portfolio support and dedicated loan assistant
- With an aging executive team, there are true paths to leadership for someone who comes in and performs
- 7+ years CRE and C&I lending experience
- Solid credit skills and/or formal credit training or underwriting experience
- 7+ years HNW/UHNW Private Wealth Management Business Development Experience
- Proven track record for bringing in new fee based planning AUM and new HNW/UHNW clients using an existing external network in and around Fort Lauderdale
- Bank wealth platform team sales experience preferred
- CFP Designation Preferred
- Entrepreneurial drive
- Understand all key TM client service job responsibilities in order to clearly communicate policies, procedures, and enhancement opportunities.
- Create a client centric culture, placing clients are the center of our business
- Collaborate with sales and relationship managers to support client retention and overall satisfaction.
- Directly contribute to key business outcomes such as client retention, client satisfaction, enhancing Treasury Management’s value to our clients and prospects, achieving SLA targets, and fostering a culture of performance and continuous improvement.
- Bachelor’s degree or equivalent work experience
- 3-5 years Treasury Management experience, Client Services, Client Onboarding or other relevant experience.
- 1-2 years management experience desired – Recommend 2 years experience
CASE STUDY:
Interview with Chief Operating Officer of a Super-Community Bank
CHALLENGE
In an effort to take their Trust and Wealth Division to the next level through exceptional customer service and enhanced business development, one of the top Super-Community banks in the country, over $25bn in assets and ranked at top of their class in performance, needed to identify an elite Wealth Management Executive to lead this expansion.
SOLUTION
Client engaged The Anderson Search Group because of their extensive network of Private Wealth Management Executives across the country to find the ideal candidate matching an extremely specific search criteria and also able to relocate to their headquarters.
RESULTS
Due to an aggressive canvassing of talent and surgical qualifying, The Anderson Search Group was able to identify, qualify and present the ideal candidate well within the desired timeline.

Commercial Banker –
Open to Relocate to Texas
- 20+ year Senior Commercial Banker
- Generalist doing both C&I and CRE
- Very familiar with Central Texas and West Texas markets
- Currently covering parts of Dallas, West Texas, New Mexico, Phoenix, and Southern Colorado
- Has 10 current relationships in Dallas on the real estate side – multi family deals and some revolving lines on the C&I side
- 2024 production:
- $20 million in deposit growth
- $30 million in new loans
Commercial Banker/Private Banker–
Austin, Texas
- 20 years of Commercial Banking and Private Banking experience (6 yrs)
- Private bank deals she has experience doing – Customized credits, HELOC’s, 2nd & 3rd Mortgages, specialty lending, Aircraft/Boat financing, wealth planning, securities, mutual funds, life insurance & investments, financial planning
- Strong COIs in the Central Austin Market
- Recent Middle Market Commercial Loan Production:
- 2022 – $26 million
- 2023 – $32 million
- 2024 – $320 million – 1 large deal
Private Banker –
Detroit, Michigan
- 10+ years private banking experience
- Formal Credit Trained
- Proven ability to develop his own business using his own external network independent of internal referral channels
- With current bank, produced $160 million in new loans in the last 17 months
- In 2.5 years produced $162 million in loans and $107 million in deposits in a new market
- Consistently ranked in the Top 10 private bankers within the entire bank
Private Banker –
Houston, Texas
- 5+ years of private banking experience in the Houston market
- Consistently doing $30+ million in loans, $10+ million in deposits. $5 million in AUM annually
- Average client size is $1 million+ in investable assets
- Circles of influence include private equity firms, hedge fund companies, C-Suite executives in the tech industry and the oil/gas industry, and professional athletes
Download The Anderson Search Group Compensation Guide
What are competitive salaries look like in Commercial Banking and Private Wealth?
As a leading national recruitment firm specializing in Commercial Banking and Private Wealth, The Anderson Search Group is committed to helping institutions attract and retain top-tier talent.
That’s why we’ve developed this compensation resource—to support firms in assessing their current salary structures and making informed updates that strengthen hiring outcomes and employee retention.
About The Anderson Search Group
We are a Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking and private wealth talent with the nation’s finest financial institutions.