Role Overview for Head of Corporate Development with a FinTech Company – Charlotte, NC
JRG Partners is proud to exclusively represent a pioneering, high-growth FinTech company in their search for a strategic and results-driven Head of Corporate Development. Based in the burgeoning financial hub of Charlotte, NC, our client is at the forefront of revolutionizing digital finance solutions. They have built a reputation for innovation, customer-centricity, and market disruption. As they enter a critical phase of accelerated expansion, they are seeking a visionary leader to architect and execute their inorganic growth strategy.
This is a highly visible, executive-level position reporting directly to the Chief Financial Officer (CFO), with significant exposure to the CEO and the Board of Directors. The Head of Corporate Development will be the central force behind identifying, evaluating, and executing strategic acquisitions, investments, and partnerships that align with the company’s long-term vision. You will be responsible for the entire M&A lifecycle, from developing the strategic roadmap and sourcing opportunities to negotiating definitive agreements and overseeing post-merger integration.
This role is not just transactional; it requires a deep strategic mindset to analyze market trends, assess competitive landscapes, and identify unique opportunities that will create substantial long-term value and solidify our client’s position as a market leader. The ideal candidate is a seasoned dealmaker with a profound understanding of the FinTech ecosystem, capable of navigating complex negotiations and leading cross-functional teams to successful outcomes. Your work will directly shape the future of the company, making this a career-defining opportunity for a motivated and ambitious professional.
Key Responsibilities of Head of Corporate Development with a FinTech Company – Charlotte, NC
M&A Strategy and Execution
Develop and refine the company’s inorganic growth strategy in collaboration with the executive leadership team. Proactively source, identify, and evaluate potential acquisition targets, strategic investments, and joint venture opportunities that align with strategic priorities.
End-to-End Deal Management
Lead all aspects of the transaction process, including initial screening, financial modeling and valuation, comprehensive due diligence, structuring, and negotiation of terms. You will be the primary point of contact for all deal-related activities, ensuring a seamless and efficient process from inception to closure.
Financial Modeling and Valuation Analysis
Construct and manage complex financial models to analyze potential transactions, including discounted cash flow (DCF), comparable company analysis, precedent transaction analysis, and accretion/dilution models. Present findings and recommendations to senior leadership in a clear and compelling manner.
Due Diligence Leadership
Quarterback the entire due diligence process by coordinating a cross-functional team of internal stakeholders (including Finance, Legal, Product, Technology, and HR) and external advisors (such as investment banks, law firms, and accounting firms). Synthesize findings to identify key risks and opportunities.
Negotiation and Closing
Lead the negotiation of key transaction terms and legal documentation, including letters of intent (LOIs), term sheets, and definitive purchase agreements. Work closely with legal counsel to ensure the company’s interests are protected while driving towards a successful close.
Post-Merger Integration (PMI)
Collaborate with a dedicated integration team to develop and execute a detailed post-merger integration plan. Ensure the strategic rationale of the acquisition is realized by tracking key performance indicators (KPIs) and facilitating a smooth transition for the acquired company’s team and technology.
Market Intelligence and Competitive Landscape
Serve as the internal expert on the FinTech market. Continuously monitor industry trends, emerging technologies, venture capital activity, and competitor strategies to identify potential opportunities and threats. Provide regular, insightful updates to the executive team.
Strategic Partnerships
In addition to M&A, identify and cultivate strategic partnerships and alliances that can accelerate product roadmaps, expand market reach, and enhance the company’s competitive advantage.
Executive and Board Communication
Prepare and present strategic analyses, deal summaries, and recommendations to the executive team and Board of Directors. Develop compelling business cases to gain support and approval for strategic initiatives.
Requirements for the Head of Corporate Development with a FinTech Company – Charlotte, NC
Educational Background
An MBA from a top-tier business school or an advanced degree in Finance, Economics, or a related quantitative field is strongly preferred. A Bachelor’s degree from a leading institution is required.
Professional Experience
A minimum of 12-15 years of progressive experience in corporate development, investment banking, private equity, or venture capital. Direct experience within the FinTech, software (SaaS), or broader technology sectors is essential.
Transactional Expertise
A proven and extensive track record of successfully leading the full lifecycle of complex M&A transactions, from sourcing to integration. Candidates must be able to demonstrate a history of closed deals where they played a principal role.
Analytical and Financial Acumen
Expert-level proficiency in financial analysis, valuation methodologies, and sophisticated financial modeling. Must possess exceptional quantitative skills and a keen attention to detail.
Strategic Mindset
The ability to think strategically and creatively, connecting market trends and competitive dynamics to actionable corporate strategy. You must be able to see the bigger picture beyond a single transaction.
Leadership and Influence
Demonstrated ability to lead, influence, and collaborate effectively with senior executives and cross-functional teams in a fast-paced, dynamic environment. Strong executive presence and the ability to build consensus are critical.
Communication and Negotiation Skills
Superior communication, presentation, and interpersonal skills. Must be a skilled and tenacious negotiator with the ability to articulate complex concepts clearly and persuasively to a variety of audiences.
Industry Knowledge
A deep understanding of the FinTech ecosystem, including key players, business models, and emerging trends in payments, lending, banking-as-a-service, and wealth management.
Personal Attributes
High level of integrity, strong work ethic, and a self-starter attitude. Must be comfortable with ambiguity and capable of managing multiple projects simultaneously with a high degree of autonomy.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and comprehensive compensation and benefits package. They believe in investing in their employees’ well-being and professional growth.
Competitive Compensation
A highly attractive base salary complemented by a significant annual performance-based bonus.
Meaningful Equity
A substantial equity grant (stock options or RSUs) to ensure you are a true owner in the company’s long-term success.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents with low employee contributions.
Retirement Planning
A 401(k) retirement plan with a generous company match to help you plan for your future.
Generous Time Off
A flexible and generous paid time off (PTO) policy, in addition to company-paid holidays, to encourage a healthy work-life balance.
Professional Development
A dedicated annual budget for conferences, certifications, and continued education to support your career growth.
Wellness Programs
Access to wellness resources, including gym membership reimbursements and mental health support services.
Modern Work Environment
A state-of-the-art office located in the heart of Charlotte, NC, with a hybrid work model that offers flexibility.
Relocation Support
A comprehensive relocation package is available for exceptional candidates moving to the Charlotte area.
How to Apply
JRG Partners has been exclusively retained for this critical search. To be considered for this exceptional opportunity, please submit your resume and a cover letter detailing your relevant transactional experience and strategic accomplishments. We are seeking candidates who are not only technically proficient but also align with our client’s culture of innovation, collaboration, and excellence.
For more information or to submit your application, please visit the careers section on our website or connect with our team through the JRG Partners Financial Services Recruiting practice. We look forward to reviewing your application and discussing how you can make a significant impact on our client’s future.
Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
