Financial Services & FinTech

Financial Services & FinTech

Where regulation meets innovation. We find the talent that can do both.

man in black formal suit jacket and pants carrying black bag while walking on pedestrian lane during daytime

District Partners serves banks, lending institutions, and FinTech innovators, helping build teams that can navigate regulatory complexity while driving product and growth. We understand the demands of operating within large financial institutions as well as the agility required to serve high-growth FinTech firms. Our experienced team has spent years working across financial services and brings the acumen to understand exactly what our clients need.

District Partners serves banks, lending institutions, and FinTech innovators, helping build teams that can navigate regulatory complexity while driving product and growth. We understand the demands of operating within large financial institutions as well as the agility required to serve high-growth FinTech firms. Our experienced team has spent years working across financial services and brings the acumen to understand exactly what our clients need.

What We Do

Executive Search

Partner-led, confidential searches for C-suite and senior permanent hires. Direct competitor sourcing, multi-stage evaluation, senior-only delivery. Typical placement: 30–60 days.

Chief Financial Officer
Chief Accounting Officer
Chief Information Officer
Chief People Officer

Executive Search

Partner-led, confidential searches for C-suite and senior permanent hires. Direct competitor sourcing, multi-stage evaluation, senior-only delivery. Typical placement: 30–60 days.

Chief Financial Officer
Chief Accounting Officer
Chief Information Officer
Chief People Officer

Executive Search

Partner-led, confidential searches for C-suite and senior permanent hires. Direct competitor sourcing, multi-stage evaluation, senior-only delivery. Typical placement: 30–60 days.

Chief Financial Officer
Chief Accounting Officer
Chief Information Officer
Chief People Officer

Professional Search

Focused search for manager and director-level roles where precision and speed both matter. Same senior-led approach, calibrated for mid-level critical hires.

Professional Search

Focused search for manager and director-level roles where precision and speed both matter. Same senior-led approach, calibrated for mid-level critical hires.

Professional Search

Focused search for manager and director-level roles where precision and speed both matter. Same senior-led approach, calibrated for mid-level critical hires.

Interim & Fractional Executives

Experienced leadership placed immediately — on our payroll, embedded in your firm. For transitions, critical initiatives, or roles that don’t require a full-time permanent hire.

Office of CFO
Office of CIO
Office of CTO

Interim & Fractional Executives

Experienced leadership placed immediately — on our payroll, embedded in your firm. For transitions, critical initiatives, or roles that don’t require a full-time permanent hire.

Office of CFO
Office of CIO
Office of CTO

Interim & Fractional Executives

Experienced leadership placed immediately — on our payroll, embedded in your firm. For transitions, critical initiatives, or roles that don’t require a full-time permanent hire.

Office of CFO
Office of CIO
Office of CTO

Interim Solutions: AML/KYC Compliance

Scalable compliance and investigations talent — from individual subject-matter experts to full analyst teams — for AML/KYC programs, look-backs, and complex, high-volume engagements.

Subject-Matter Experts
Lead Investigators
Large project teams & analysts for complex engagements

Interim Solutions: AML/KYC Compliance

Scalable compliance and investigations talent — from individual subject-matter experts to full analyst teams — for AML/KYC programs, look-backs, and complex, high-volume engagements.

Subject-Matter Experts
Lead Investigators
Large project teams & analysts for complex engagements

Interim Solutions: AML/KYC Compliance

Scalable compliance and investigations talent — from individual subject-matter experts to full analyst teams — for AML/KYC programs, look-backs, and complex, high-volume engagements.

Subject-Matter Experts
Lead Investigators
Large project teams & analysts for complex engagements

Interim Solutions: Transactions

Specialized talent that helps your team navigate complex corporate transactions — from M&A and divestitures to carve-outs, spinoffs, and public-company readiness.

Public Company Readiness
Day 2 Optimization
M&A
Divestitures, Carve-Outs, Spinoffs

Interim Solutions: Transactions

Specialized talent that helps your team navigate complex corporate transactions — from M&A and divestitures to carve-outs, spinoffs, and public-company readiness.

Public Company Readiness
Day 2 Optimization
M&A
Divestitures, Carve-Outs, Spinoffs

Interim Solutions: Transactions

Specialized talent that helps your team navigate complex corporate transactions — from M&A and divestitures to carve-outs, spinoffs, and public-company readiness.

Public Company Readiness
Day 2 Optimization
M&A
Divestitures, Carve-Outs, Spinoffs

Interim Solutions: Finance & Accounting

Specialized accounting and reporting talent for the demands that cluster around the close, the audit, and the reporting calendar — from operational and technical accounting through FP&A and SEC reporting.

Operational Accounting
Technical Accounting
FP&A
SEC Reporting

Interim Solutions: Finance & Accounting

Specialized accounting and reporting talent for the demands that cluster around the close, the audit, and the reporting calendar — from operational and technical accounting through FP&A and SEC reporting.

Operational Accounting
Technical Accounting
FP&A
SEC Reporting

Interim Solutions: Finance & Accounting

Specialized accounting and reporting talent for the demands that cluster around the close, the audit, and the reporting calendar — from operational and technical accounting through FP&A and SEC reporting.

Operational Accounting
Technical Accounting
FP&A
SEC Reporting

Interim Solutions: Business Transformation

Experienced operators who lead and execute large-scale change — from organizational redesign and process improvement to program management through periods of transition.

Program Management
Change Management
Product Managers
Workstream Leads

Interim Solutions: Business Transformation

Experienced operators who lead and execute large-scale change — from organizational redesign and process improvement to program management through periods of transition.

Program Management
Change Management
Product Managers
Workstream Leads

Interim Solutions: Business Transformation

Experienced operators who lead and execute large-scale change — from organizational redesign and process improvement to program management through periods of transition.

Program Management
Change Management
Product Managers
Workstream Leads

Interim Solutions: Tech Optimization

Hands-on systems expertise to assess, select, implement, and optimize the platforms that run your business — spanning ERP, CRM, and finance technology stacks.

Solution expertise: Workday, Oracle, NetSuite, Rillet, Salesforce, SAP, and more
Technology Assessment & Roadmap
Implementation & Post-Implementation support

Interim Solutions: Tech Optimization

Hands-on systems expertise to assess, select, implement, and optimize the platforms that run your business — spanning ERP, CRM, and finance technology stacks.

Solution expertise: Workday, Oracle, NetSuite, Rillet, Salesforce, SAP, and more
Technology Assessment & Roadmap
Implementation & Post-Implementation support

Interim Solutions: Tech Optimization

Hands-on systems expertise to assess, select, implement, and optimize the platforms that run your business — spanning ERP, CRM, and finance technology stacks.

Solution expertise: Workday, Oracle, NetSuite, Rillet, Salesforce, SAP, and more
Technology Assessment & Roadmap
Implementation & Post-Implementation support

Who We Serve

Case Studies

A blue neon grid forms a diamond shape.

Global Financial Services Organization Turns to District Partners to Solve a Complex, Ongoing NetSuite Talent Challenge

SectorFinancial Services
SizeLarge
CapitalPrivately Held

Rapid growth had made a global credentialing organization's NetSuite environment more complex than conventional recruiting could staff. District Partners delivered six domain-matched consultants — candidates within 48 hours, first hire in under five days.

Read the full story

Get In Touch

Cassandra Monk

Cassandra Monk

Managing Director, IT & Digital Transformation

Cassandra Monk

Managing Director, IT & Digital Transformation

Cassandra Monk is a leader within the Technology & Digital Practice at District Partners, bringing nearly two decades of experience partnering with organizations to build high-performing technology, product, data, AI, cloud, and cybersecurity teams. Having spent her career advising both emerging-growth companies and enterprise organizations, she is known for connecting exceptional talent with complex business challenges. Cassandra combines deep market knowledge with a highly relationship-driven approach, serving as a trusted advisor to clients navigating leadership hiring, digital transformation, and strategic growth initiatives.

Cassandra Monk

Cassandra Monk

Managing Director, IT & Digital Transformation

Cassandra Monk

Managing Director, IT & Digital Transformation

Cassandra Monk is a leader within the Technology & Digital Practice at District Partners, bringing nearly two decades of experience partnering with organizations to build high-performing technology, product, data, AI, cloud, and cybersecurity teams. Having spent her career advising both emerging-growth companies and enterprise organizations, she is known for connecting exceptional talent with complex business challenges. Cassandra combines deep market knowledge with a highly relationship-driven approach, serving as a trusted advisor to clients navigating leadership hiring, digital transformation, and strategic growth initiatives.

Cassandra Monk

Cassandra Monk

Managing Director, IT & Digital Transformation

Cassandra Monk

Managing Director, IT & Digital Transformation

Cassandra Monk is a leader within the Technology & Digital Practice at District Partners, bringing nearly two decades of experience partnering with organizations to build high-performing technology, product, data, AI, cloud, and cybersecurity teams. Having spent her career advising both emerging-growth companies and enterprise organizations, she is known for connecting exceptional talent with complex business challenges. Cassandra combines deep market knowledge with a highly relationship-driven approach, serving as a trusted advisor to clients navigating leadership hiring, digital transformation, and strategic growth initiatives.

Eric Klein

Eric Klein

Managing Director, IT & Digital Transformation

Eric Klein

Managing Director, IT & Digital Transformation

Eric leads the Information Technology & Digital Transformation practice at District Partners, advising CIOs, CTOs, CISOs, private equity firms, and executive leadership teams on the talent and consulting strategies that drive business transformation. With nearly 20 years of experience across executive search, technology consulting, and talent advisory, he has built and scaled recruiting organizations and delivered talent solutions spanning software engineering, cybersecurity, cloud, data, AI, product, and enterprise technology. Combining deep market expertise with a practical grasp of business strategy, Eric brings an operator’s perspective to talent and organizational challenges — helping clients align leadership, talent, and delivery capabilities to support growth, transformation, and their most critical technology initiatives.

Eric Klein

Eric Klein

Managing Director, IT & Digital Transformation

Eric Klein

Managing Director, IT & Digital Transformation

Eric leads the Information Technology & Digital Transformation practice at District Partners, advising CIOs, CTOs, CISOs, private equity firms, and executive leadership teams on the talent and consulting strategies that drive business transformation. With nearly 20 years of experience across executive search, technology consulting, and talent advisory, he has built and scaled recruiting organizations and delivered talent solutions spanning software engineering, cybersecurity, cloud, data, AI, product, and enterprise technology. Combining deep market expertise with a practical grasp of business strategy, Eric brings an operator’s perspective to talent and organizational challenges — helping clients align leadership, talent, and delivery capabilities to support growth, transformation, and their most critical technology initiatives.

Eric Klein

Eric Klein

Managing Director, IT & Digital Transformation

Eric Klein

Managing Director, IT & Digital Transformation

Eric leads the Information Technology & Digital Transformation practice at District Partners, advising CIOs, CTOs, CISOs, private equity firms, and executive leadership teams on the talent and consulting strategies that drive business transformation. With nearly 20 years of experience across executive search, technology consulting, and talent advisory, he has built and scaled recruiting organizations and delivered talent solutions spanning software engineering, cybersecurity, cloud, data, AI, product, and enterprise technology. Combining deep market expertise with a practical grasp of business strategy, Eric brings an operator’s perspective to talent and organizational challenges — helping clients align leadership, talent, and delivery capabilities to support growth, transformation, and their most critical technology initiatives.

Chad Geary

Chad Geary

Director, Business Development

Chad Geary

Director, Business Development

Chad is a Senior Sales Director at District Partners, focused on the strategy and growth of the Interim Solutions practice. He brings over two decades of experience driving high-impact sales across professional services, IT, and financial services. Chad spent nearly a decade at CrossCountry Consulting, where he established the business development function and expanded its national footprint. His deep understanding of both finance and technology makes him a trusted advisor to the firm’s diverse clients.

Chad Geary

Chad Geary

Director, Business Development

Chad Geary

Director, Business Development

Chad is a Senior Sales Director at District Partners, focused on the strategy and growth of the Interim Solutions practice. He brings over two decades of experience driving high-impact sales across professional services, IT, and financial services. Chad spent nearly a decade at CrossCountry Consulting, where he established the business development function and expanded its national footprint. His deep understanding of both finance and technology makes him a trusted advisor to the firm’s diverse clients.

Chad Geary

Chad Geary

Director, Business Development

Chad Geary

Director, Business Development

Chad is a Senior Sales Director at District Partners, focused on the strategy and growth of the Interim Solutions practice. He brings over two decades of experience driving high-impact sales across professional services, IT, and financial services. Chad spent nearly a decade at CrossCountry Consulting, where he established the business development function and expanded its national footprint. His deep understanding of both finance and technology makes him a trusted advisor to the firm’s diverse clients.

Ready to find who you need?

Let’s Talk

Questions, Answered.

We’re here for the follow-up questions too — reach out and a partner will respond within one business day.

Do you work with traditional banks, FinTech startups, or both?

Both. We place talent for banks and lending institutions navigating regulatory complexity, and for FinTech firms that need to move at startup speed while still meeting compliance requirements.

What compliance-related talent do you provide for financial services firms?

Subject-matter experts and full analyst teams for AML/KYC programs, look-backs, and complex, high-volume compliance engagements, scalable from one specialist to a large project team.

Can you help a FinTech scale its engineering and product teams quickly?

Yes, our technology practice places engineering, data, and product talent, and it works alongside our finance and compliance practices for FinTechs that need all three moving at once.

Do you support NetSuite or other financial systems implementations?

Yes. We’ve delivered domain-matched consultants for a NetSuite talent challenge, placing candidates within 48 hours and a first hire in under five days for a global financial services organization.

How do you balance regulatory expertise with the speed a FinTech needs?

Our team has spent years working across financial services, which means we understand both what a large institution’s compliance function requires and how a smaller, faster-moving FinTech actually operates day to day.

The DP Difference

The DP Difference

Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.

The DP Difference

The DP Difference

Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.

The DP Difference

The DP Difference

Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.

The DP Difference

The DP Difference

Our approach blends deep relationships with proprietary technology to uncover the best leaders and connect with them through the most direct, trusted path.