Role Overview for SVP, Corporate Planning & Development with a Public FinServ Firm – Boston, MA
JRG Partners is proud to partner with a premier, publicly-traded financial services institution in their search for a Senior Vice President (SVP) of Corporate Planning & Development. Based in the heart of Boston’s financial district, this executive-level position is a pivotal role reporting directly to the Chief Financial Officer. The SVP will serve as a key architect of the company’s future, responsible for driving its long-term strategic vision, corporate development initiatives, and mergers and acquisitions (M&A) strategy. This is a unique opportunity for a seasoned, strategic leader to make a significant impact on the trajectory of a well-respected industry leader.
The ideal candidate is a visionary thinker with a deep understanding of the financial services landscape and a proven track record of executing complex transactions and strategic initiatives that create substantial shareholder value. You will be at the forefront of identifying and evaluating transformative growth opportunities, from strategic acquisitions and partnerships to new market entries and organic growth strategies. As the leader of the Corporate Planning & Development team, you will be entrusted with guiding the annual strategic planning process, ensuring alignment across all business units, and providing critical insights and recommendations to the executive leadership team and the Board of Directors. Your work will directly influence the company’s competitive positioning, financial performance, and long-term sustainability in an ever-evolving market. This role demands a blend of exceptional analytical rigor, financial acumen, executive presence, and the ability to lead and inspire a high-caliber team.
Key Responsibilities of SVP, Corporate Planning & Development with a Public FinServ Firm – Boston, MA
Strategic Planning Leadership
Spearhead the company’s annual and long-range strategic planning cycle. Collaborate with executive leadership and business unit heads to define strategic priorities, set corporate objectives, and establish key performance indicators (KPIs) to measure success. Conduct comprehensive analyses of market trends, competitive intelligence, and macroeconomic factors to inform strategic direction.
Mergers & Acquisitions (M&A) Execution
Lead the end-to-end M&A process. This includes developing the acquisition strategy, identifying and screening potential targets, conducting rigorous financial modeling and valuation, leading due diligence efforts, negotiating term sheets and definitive agreements, and securing necessary approvals.
Post-Merger Integration (PMI)
Oversee the critical post-merger integration process in close collaboration with a cross-functional team of leaders from operations, technology, HR, and finance. Develop detailed integration plans to ensure seamless transitions, capture identified synergies, and achieve the strategic and financial objectives of the transaction.
Corporate Development & Strategic Initiatives
Proactively identify, evaluate, and execute a wide range of corporate development opportunities beyond M&A, including strategic alliances, joint ventures, divestitures, and other inorganic growth initiatives. Develop and present compelling business cases for these initiatives to senior management.
Advanced Financial Modeling and Analysis
Build, maintain, and oversee the development of complex financial models to support all strategic and transactional activities. This includes valuation models (DCF, precedent transactions, comparable company analysis), pro-forma combination models, and scenario analyses to assess the financial impact of various strategic options.
Market and Competitive Intelligence
Serve as the firm’s expert on the competitive landscape and industry dynamics. Continuously monitor and analyze competitor strategies, industry trends, technological disruptions, and regulatory changes to identify potential opportunities and threats.
Executive and Board Communication
Prepare and deliver high-impact presentations and reports for the executive leadership team and the Board of Directors. Clearly articulate strategic recommendations, M&A theses, valuation analyses, and the financial and operational implications of key decisions.
Cross-Functional Collaboration
Foster strong relationships and work collaboratively with senior leaders across the organization, including Finance, Legal, Risk, Technology, and all business lines, to ensure strategic alignment and successful execution of corporate initiatives.
Team Leadership and Development
Build, manage, and mentor a high-performing Corporate Planning & Development team. Foster a culture of analytical excellence, strategic thinking, and continuous improvement. Provide guidance and development opportunities to team members to enhance their skills and career progression.
Requirements for the SVP, Corporate Planning & Development with a Public FinServ Firm – Boston, MA
Educational Background
An MBA from a top-tier business school is strongly preferred. A Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative field is required. A CFA designation is a significant plus.
Professional Experience
A minimum of 15 years of progressive experience in corporate development, investment banking (M&A), private equity, or strategy consulting. A substantial portion of this experience must be within or serving the financial services industry (e.g., banking, asset management, insurance, fintech).
M&A Expertise
Demonstrated, hands-on experience leading multiple M&A transactions through the entire deal lifecycle, from origination and negotiation to closing and integration. Proven success in both buy-side and sell-side advisory roles is highly valued.
Strategic Acumen
Exceptional strategic and conceptual thinking skills. The ability to analyze complex situations, synthesize vast amounts of information, and develop clear, actionable strategies and recommendations.
Financial and Analytical Prowess
Mastery of corporate finance principles and advanced financial modeling and valuation techniques. Meticulous attention to detail and an unwavering commitment to analytical rigor.
Leadership and Influence
Proven ability to lead, manage, and develop teams. Must possess outstanding executive presence and the ability to influence and build consensus at all levels of the organization, particularly with C-suite executives and board members.
Communication Skills
Superior written, verbal, and presentation skills. The ability to distill complex financial and strategic concepts into clear, concise, and persuasive communications for diverse audiences.
Public Company Acumen
Direct experience working in a publicly-traded corporate environment is essential. This includes a strong understanding of investor relations, disclosure requirements, and the nuances of public market dynamics. Familiarity with reviewing public company filings and understanding their strategic implications is critical.
Project Management
Excellent project management and organizational skills, with the ability to manage multiple complex projects simultaneously under tight deadlines.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent by offering a highly competitive and comprehensive compensation and benefits package, including:
- An attractive executive-level base salary and a significant annual performance-based bonus.
- A generous long-term incentive plan (LTI), including equity grants such as Restricted Stock Units (RSUs) or stock options.
- Comprehensive and premium health, dental, and vision insurance plans for you and your dependents.
- A robust 401(k) retirement savings plan with a substantial company match.
- An executive-level paid time off (PTO) policy, including vacation, sick days, and company holidays.
- A comprehensive relocation assistance package for qualified candidates moving to the Boston area.
- Support for professional development, including continuing education, industry conferences, and certifications.
- Access to wellness programs, commuter benefits, and other corporate perks designed to support employee well-being.
How to Apply
This is a retained search being conducted exclusively by JRG Partners. If you are a strategic, results-driven leader with the requisite experience and a passion for driving corporate growth, we encourage you to apply. To be considered for this confidential opportunity, please submit your resume and a cover letter detailing your qualifications. For more information on our expertise in this sector, please visit JRG Partners’ Financial Services Practice. We look forward to reviewing your application. Our client is an Equal Opportunity Employer.
