Hire a CXO for Financial Services

Compliance overhead. Enterprise procurement. Fragmented GTM.

What our CXOs deliver in Financial Services — pick yours below from the network.

Enterprise & Bank Sales

A sales motion built for regulated buyers

Bank and insurer sales motion
Security-review and procurement navigation
Multi-stakeholder deal structures and RFPs
Pipeline and forecasting discipline

Licensing & Compliance

Turn regulation into a moat, not a bottleneck

Licensing and market-entry prerequisites
AML / KYC compliance frameworks
Data residency and privacy posture
Compliance-ready positioning and messaging

Hire a CXO for Financial Services

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In our network

Browse our vetted CXOs in Financial Services.

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Verified· Reston· 20+ yrs exp
Field CDO & Fractional CAIO · Enterprise AI Strategy · Secured $960M+ in GCP investments
Fractional CAIOFractional CTOPrincipal Engineer
A seasoned AI leader and Fractional CAIO with over 24 years of experience driving data-driven transformations at scale. He specializes in helping enterprise clients like KeyBank and Citi implement GenAI roadmaps, agentic AI orchestration, and robust AI governance frameworks to deliver measurable ROI.
Industries
Financial Services
Core skills
Enterprise AI StrategyGenAI & LLM AdoptionAgentic AIAI Governance
Verified· Lisbon, Portugal· 13–20 yrs exp
Fractional Chief AI Officer Advisor · AI Strategy & Governance · Scaled Humana's AI to $7M+ annual savings
Fractional CAIOFractional CTO
He is a Fractional Chief AI Officer who specializes in turning AI investments into measurable business outcomes within highly regulated environments. He helps founders and leadership teams build AI roadmaps, prioritize use cases based on ROI, and establish robust governance frameworks to ensure scalable and compliant AI adoption.
Industries
Insurance
Core skills
AI Strategy
Verified· Boca Raton· 13–20 yrs exp
Controller | Fractional CFO | Hands-On Finance Leader | Multi-Entity & Growth Companies
Fractional CFO
Industries
Accounting
Core skills
Financial StrategyFundraisingOperational EfficiencyGo-to-Market
Verified· 13–20 yrs exp
Chief Financial Officer · CPA · FP&A · Accounting · Capital Markets
Fractional CFO
A CPA and operator CFO who helps growing companies scale their finance teams. He holds a bachelor's and master's from the Gies College of Business at the University of Illinois Urbana-Champaign and is a FINRA Series 27 licensed FINOP. He began his career in valuations at Ocean Tomo before joining M1 Finance as their first business hire, where he owned all FINRA and SEC financial reporting and supported the CEO through Series B, C, D, and E fundraising rounds that took the company past a $1 billion valuation. He founded ADAM Bridge Partners in 2021 after identifying a clear gap: growing companies need someone who can walk in and build the finance function, not a distant advisory firm. Since then, he has led finance for companies collectively valued at over $1 billion and led capital raises totaling $500M+ across equity and debt.
Industries
Financial Services
Core skills
Verified· Red Lodge· 20+ yrs exp
FinTech Leader · Growth Strategist · GTM Innovator
Strategy & Ops LeadFractional CMOFractional CRO
He is a FinTech executive and strategic marketing advisor with 30 years of experience driving growth and business transformation across financial services, healthcare, and proptech. He specializes in scaling high-growth ventures and launching innovative digital offerings for startups, private equity-backed companies, and Fortune 100 clients.
Industries
Financial Services
Core skills
FinTech Lending
Verified· London, UK· 20+ yrs exp
Strategic Advisor & Operational Leader · 20+ Years in Asset Management & Private Equity · Former CEO
Fractional COOFractional CROFractional CEO
She is a strategic advisor and operational leader with over 20 years of experience across asset management, private equity, hedge funds, and fintech. She specializes in building operating platforms, strengthening governance frameworks, and supporting senior leadership through growth, transformation, and fundraising. An ideal partner for founders and boards seeking to scale operations, improve commercial strategy, and enhance internal governance.
Industries
Financial Services
Core skills
Operating platform build-out
Verified· 20+ yrs exp
Technology Executive · CISSP · 30-year record of transforming IT operations and security programs
Fractional CISOFractional CTOFractional CAIO
A high-impact Technology Executive with over 30 years of experience transforming IT operations and security programs across healthcare, aerospace, and pharmaceuticals. He specializes in navigating complex compliance environments and driving AI adoption, making him an ideal advisor for organizations needing interim leadership or strategic vCIO/vCISO guidance.
Industries
Venture Capital & Private Equity
Core skills
Strategic Planning
Verified· 13–20 yrs exp
Fractional CRO & COO · $0→$1B GTV · 15+ Yrs · Fintech · Payments · Americas
Fractional CROFractional COO
I build the revenue and operational systems that let founders stop being the bottleneck. As CRO and COO of EFY Finance, I took the company from sub-$1M ARR and zero sales infrastructure to $5M ARR and $1B+ in transaction volume in 18 months — while simultaneously building the OKR frameworks, cross-functional accountability structures, and operational infrastructure that made the growth sustainable. I've done this across 15+ engagements through my consulting practice, and I manage two to three fractional engagements concurrently without losing depth in any of them.
Industries
Financial Services
Core skills
Financial Strategy
Verified· Los Altos, CA· 13–20 yrs exp
Senior Strategy Leader and International Payments Expert · Global Business Development · Top Grossing Sales Leader
Strategy & Ops LeadFractional CROSales and Revenue Lead
She is a senior strategy leader and international payments expert with nearly two decades of experience in global business development and strategic partnerships. She specializes in navigating complex payment ecosystems and driving growth for major fintech players like Capital One, Discover, and Payoneer. She is best suited for clients seeking expertise in network strategy, M&A due diligence, and scaling international commercial operations.
Industries
Financial Services
Verified· Atlanta, GA· 20+ yrs exp
Chief Revenue Officer · Sales Transformation · Scaling Fintech & SaaS Orgs from $70M to $1.5B
Fractional CROSales and Revenue Lead
He is a revenue executive with 25 years of experience scaling commercial organizations from $70M to $1.5B across fintech, SaaS, and payments. He specializes in building high-performance GTM engines and transitioning founder-led sales teams into professional organizations for PE-backed and growth-stage firms. He is an expert in usage-based monetization and direct enterprise sales into regulated institutional environments.
Industries
Financial Services
Core skills
GTM Strategy
Verified· Princeton, NJ· 20+ yrs exp
Fractional Chief AI Officer · AI Strategy and Transformation · GenAI and Agentic Platform Execution
Fractional CTOFractional CROFractional CEO
Kishor is a Fractional Chief AI Officer with over 25 years of experience in enterprise technology and AI system architecture. He specializes in helping BFSI, FinTech, and insurance clients design and deploy production-grade agentic AI systems that deliver measurable financial outcomes and operational efficiency.
Industries
Financial Services
Core skills
Agentic AI
Verified· Kathmandu, Nepal· 13–20 yrs exp
Finance Manager · 13+ Years Experience · Expert in Financial Reporting & ERP Systems
Fractional CFO
A seasoned finance professional with over 13 years of experience in accounting, financial analysis, and regulatory compliance across diverse industries like manufacturing and hospitality. He specializes in managing complex financial operations, preparing projection reports, and implementing various ERP and accounting software systems to drive organizational efficiency. He is best suited for clients seeking expert guidance in financial management, audit preparation, and strategic budgeting.
Industries
Accounting & Finance
Core skills
Financial Analysis
Verified· Miami, FL· 13–20 yrs exp
Senior Fintech & Payments Executive · 20+ Years Experience · Latin America Market Expansion Expert
Fractional CRO
He is a senior fintech and payments executive with over 20 years of experience scaling payment solutions and driving commercial partnerships across Latin America. He specializes in B2B payments, card-based AP/AR solutions, and go-to-market strategies that help issuers, networks, and enterprise clients unlock new revenue streams.
Industries
Financial Services
Core skills
PaymentsGo-to-market strategy
Verified· Cincinnati, OH· 20+ yrs exp
Fractional CRO | Building Predictable Revenue Systems for Scaling & PE-Backed Companies
Sales and Revenue LeadFractional CRO
Fractional CRO and revenue operator with 30+ years of experience helping founders, CEOs, and PE-backed leadership teams build predictable revenue systems. I specialize in aligning sales, marketing, customer success, and operations to improve forecast confidence, operational clarity, and scalable growth. Experience spans technology, financial services, telecommunications, franchise, and service organizations.
Industries
Venture Capital & Private Equity
Core skills
CRM Optimization
Verified· 20+ yrs exp
Fractional CRO · Fintech GTM Architect · Enterprise Revenue Transformation
Fractional CROFractional CEO
He is a strategic revenue executive with over 25 years of experience building and scaling enterprise fintech, payments, and SaaS organizations. He specializes in transforming go-to-market motions into disciplined revenue engines for companies selling into highly regulated and risk-sensitive financial environments. He is an expert at partnering with founders and boards to diagnose GTM systems and establish scalable sales infrastructure.
Industries
Financial Services
Core skills
GTM Architecture

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