Our exclusive focus on financial services provides us with the depth of knowledge and experience necessary to help our clients maneuver through a continuously evolving marketplace.

CEO and Executive Recruitment

With a strategic understanding of financial institutions and financial services, we develop a comprehensive assessment of your organization to determine a specific recruitment plan. Once completed, a customized search is conducted to select the best candidates for your organization. You retain an O’Rourke & Associates team that becomes your business partner in assessing and recruiting top talent.

Compensation and Retention Analysis

The leadership challenge of the future will be retaining your key talent and developing compensation strategies that link core organizational strategies with employee compensation. We take a consultative approach to understanding your current compensation philosophy. Our team will benchmark your organization’s compensation structure against comprehensive survey data to determine competitiveness and relevance against the evolving retail financial service marketplace. We provide recommendations and strategies to ensure ongoing recruitment and retention success for your organization.

Succession Planning and Leadership Assessment

After a strategic organizational assessment, we provide assistance in helping the Board of Directors and the CEO determine the technical and leadership skill levels of the existing management team and identify which individuals would achieve success in leading the credit union in the future. We identify gaps in the experience and capabilities of the organization’s future leaders and prescribe a course of action to position selected team members for expanded roles and responsibility. Our exclusive focus on retail financial services provides us with the depth of knowledge and experience to help our clients maneuver through the growing demands of the financial services marketplace.

Human Resource Consulting

O’Rourke & Associates understands the critical role Human Resources plays in employee relations, talent acquisition and development, succession planning, and the enhancement of corporate culture. Our goal is to help our clients add value to their strategic human resource functions and capabilities by assisting in driving process efficiency along with the following leadership and organizational development initiatives.

Get In Touch With Us


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