Role Overview for Operating Partner, FinTech with a Private Equity Firm – Charlotte, NC
JRG Partners is proud to partner exclusively with a premier, growth-oriented private equity firm in their search for a highly accomplished Operating Partner, FinTech. Based in the burgeoning financial hub of Charlotte, NC, this is a pivotal role designed for a seasoned executive with a deep-rooted passion for technology and a proven track record of scaling innovative FinTech enterprises. Our client has a distinguished history of investing in and growing market-leading companies, and their commitment to the FinTech sector is a cornerstone of their forward-looking strategy.
The Operating Partner will function as a strategic leader and hands-on catalyst for value creation across the firm’s portfolio of FinTech companies. This individual will not be a passive board member; they will be an integral part of the portfolio’s success, working shoulder-to-shoulder with management teams to drive operational excellence, strategic growth, and technological innovation.
You will serve as the bridge between the investment team’s financial objectives and the portfolio company’s operational reality, translating ambitious goals into actionable, data-driven strategies. The ideal candidate is a former CEO, COO, or President of a successful FinTech company who understands the unique challenges and opportunities of a private equity-backed environment. This role requires a unique blend of strategic foresight, operational grit, financial acumen, and exceptional leadership skills to guide companies from post-acquisition integration to a successful exit.
Key Responsibilities of Operating Partner, FinTech with a Private Equity Firm – Charlotte, NC
The Operating Partner’s responsibilities are broad and impactful, focusing on maximizing the value of each investment through direct engagement and strategic guidance. Key duties include:
Portfolio Company Strategy & Execution
Collaborate directly with the CEOs and senior leadership of portfolio companies to develop, refine, and execute long-term strategic plans. This includes leading initiatives related to go-to-market strategy, product roadmap development, pricing optimization, sales force effectiveness, and customer success programs.
Operational Excellence and Performance Improvement
Conduct comprehensive operational assessments to identify areas for improvement. Implement best practices and standardized KPIs to enhance efficiency, scalability, and profitability. You will be expected to roll up your sleeves and help leadership teams solve their most pressing operational challenges.
Leadership and Talent Development
Act as a mentor and coach to portfolio company executives. Assist in recruiting and developing key leadership talent, ensuring that each company has the right team in place to execute its growth plan. Foster a culture of accountability, innovation, and continuous improvement.
Due Diligence and Investment Thesis Support
Work closely with the firm’s investment team during the pre-acquisition phase. Provide critical operational, commercial, and technical due diligence on potential FinTech investments. Help validate the investment thesis, identify key risks, and develop a preliminary 100-day plan and value creation roadmap.
Mergers & Acquisitions (M&A) Integration
Support portfolio companies in identifying and executing strategic add-on acquisitions. Lead post-merger integration efforts to ensure seamless transitions and the rapid realization of synergies.
Technology and Product Leadership
Serve as a subject matter expert on FinTech technology trends. Guide portfolio companies in making critical decisions regarding technology stacks, product architecture, and innovation pipelines to maintain a competitive edge.
Board-Level Contribution
Typically hold board seats at multiple portfolio companies, providing governance, oversight, and strategic direction. Prepare and present detailed performance reviews and strategic updates to the private equity firm’s investment committee.
Ecosystem and Network Development
Leverage and expand your extensive network within the FinTech industry to benefit the firm and its portfolio companies. This includes sourcing potential deals, identifying executive talent, and fostering strategic partnerships.
Requirements for the Operating Partner, FinTech with a Private Equity Firm – Charlotte, NC
We are seeking a candidate with a distinguished career and a specific set of skills and experiences to ensure success in this demanding role. The qualifications include:
Executive Leadership Experience
A minimum of 15-20 years of progressive professional experience, including a significant tenure in a C-suite operating role (e.g., CEO, COO, President, General Manager) within a high-growth, technology-driven FinTech company.
Proven Track Record of Value Creation
Demonstrable success in scaling a business, driving significant revenue growth, and enhancing profitability. Experience managing a P&L of substantial size is required.
Private Equity Exposure
Direct experience working within a private equity-backed company is highly preferred. The ideal candidate understands the pace, metrics, and governance expectations of a PE environment.
Deep FinTech Domain Expertise
Comprehensive knowledge of the financial technology landscape, including a strong understanding of various FinTech sub-sectors such as payments, digital lending, wealthtech, insurtech, regtech, or B2B financial software.
Operational and Commercial Acumen
A hands-on leader with expertise across multiple functional areas, including sales, marketing, product management, and operations. Must be adept at creating and implementing scalable processes and systems.
Financial Literacy
Strong financial acumen with the ability to dissect financial statements, analyze business models, and build and critique detailed financial forecasts.
Exceptional Interpersonal Skills
Superior communication, influencing, and relationship-building skills. The ability to establish credibility and trust with CEOs, board members, and investment professionals is paramount.
Strategic and Analytical Mindset
A strategic thinker who can quickly grasp complex business issues and formulate clear, actionable solutions. Must be highly analytical and data-driven in their approach to decision-making.
Educational Background
A Bachelor’s degree in Business, Finance, Engineering, or a related field is required. An MBA or other relevant advanced degree is strongly preferred.
Benefits & Perks Offered
Our client offers a highly competitive and comprehensive compensation and benefits package designed to attract and retain top-tier executive talent. This includes:
Exceptional Compensation
A highly competitive package consisting of a substantial base salary, an annual performance-based bonus, and a significant opportunity for wealth creation through carried interest in the fund.
Comprehensive Health and Wellness
Premier medical, dental, and vision insurance plans for you and your dependents, along with wellness programs and resources.
Retirement Planning
A robust 401(k) plan with a generous company matching contribution to help you plan for your future.
Work-Life Balance
A generous paid time off (PTO) policy, paid holidays, and comprehensive parental leave.
Professional Development
Ample opportunities for continuous learning, attending industry conferences, and networking with leaders across the finance and technology sectors.
Relocation Support
A comprehensive relocation package is available for the successful candidate and their family to move to the vibrant Charlotte, NC area.
How to Apply
JRG Partners is the exclusive retained search firm for this critical mandate. If you are a visionary FinTech leader with a passion for driving growth and creating value, we encourage you to apply. To be considered for this confidential opportunity, please submit your resume and a cover letter outlining your qualifications and interest in the role. For more information about our expertise in this area, please visit JRG Partners’ Private Equity Practice. We look forward to connecting with you.
