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# VP, Corporate Strategy with a Public FinServ Firm – Charlotte, NC


Role Overview for VP, Corporate Strategy with a Public FinServ Firm – Charlotte, NC
JRG Partners is proud to partner with a premier, publicly traded financial services firm in their search for a dynamic and visionary Vice President of Corporate Strategy. Located in the thriving financial hub of Charlotte, NC, this executive will serve as a key member of the senior leadership team, reporting directly to the Head of Corporate Strategy and Development. This is a highly visible role that will be instrumental in shaping the future direction of the company, ensuring its sustained growth and competitive advantage in a rapidly evolving market.
The VP of Corporate Strategy will act as a strategic thought partner to the C-suite and business unit leaders, providing critical insights and analytical rigor to the most pressing challenges and opportunities facing the organization. You will be responsible for orchestrating the corporate strategic planning process, identifying and evaluating transformative M&A opportunities, and leading high-impact initiatives that drive long-term shareholder value. This position requires a unique blend of analytical prowess, financial acumen, strategic thinking, and influential leadership.
The ideal candidate will be a proactive and intellectually curious individual who can navigate complex business problems, synthesize vast amounts of information into actionable recommendations, and build consensus among senior stakeholders. You will be at the forefront of analyzing market trends, competitive dynamics, and technological disruptions to inform corporate strategy and capital allocation decisions. Your work will directly influence the company’s trajectory, from exploring new markets and product lines to optimizing the existing business portfolio. This is a career-defining opportunity for a seasoned strategy professional to make a significant impact within a respected and growing financial institution.
Key Responsibilities of VP, Corporate Strategy with a Public FinServ Firm – Charlotte, NC
Strategic Planning & Development
Lead the end-to-end annual and long-range strategic planning process in close collaboration with executive leadership and business unit heads. Develop robust frameworks and methodologies to assess market attractiveness, competitive positioning, and growth adjacencies.
Mergers & Acquisitions (M&A)
Drive the corporate development pipeline by identifying, sourcing, and evaluating potential acquisition, divestiture, joint venture, and strategic partnership opportunities. Oversee all aspects of the deal lifecycle, including valuation, financial modeling, due diligence management, and supporting negotiation and integration planning.
Market & Competitive Intelligence
Establish and maintain a comprehensive intelligence function to monitor the competitive landscape, emerging industry trends, and disruptive technologies. Translate raw data and market signals into actionable insights and strategic recommendations for the executive team.
Business Unit Strategy Alignment
Act as a strategic advisor to divisional presidents and general managers. Partner with them to develop, refine, and pressure-test their business unit strategies, ensuring they are aligned with overarching corporate objectives and financial targets.
Executive & Board Communication
Develop and deliver compelling, data-driven presentations and reports for the CEO, C-suite, and Board of Directors. Clearly articulate complex strategic issues, analytical findings, and recommendations to facilitate informed decision-making at the highest levels.
Financial Analysis & Modeling
Construct sophisticated financial models to support a wide range of strategic activities, including M&A valuations (DCF, comparable company, precedent transactions), synergy analysis, new business case development, and long-range financial forecasting.
Cross-Functional Project Leadership
Lead and manage high-priority, cross-functional strategic projects from conception to completion. These initiatives may include market entry analysis, new product development assessments, operational efficiency improvements, and digital transformation efforts.
Performance Measurement
Collaborate with the finance and operations teams to develop, implement, and track Key Performance Indicators (KPIs) that measure the effectiveness and progress of key strategic initiatives, providing regular updates to leadership.
Requirements for the VP, Corporate Strategy with a Public FinServ Firm – Charlotte, NC
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.
Professional Experience
A minimum of 8-12 years of progressive experience in a strategy-focused role. The ideal candidate will have a combination of experience from top-tier management consulting, investment banking (M&A), and/or a corporate strategy or corporate development role within a large, complex financial services or technology firm.
Industry Expertise
A deep and nuanced understanding of the financial services industry landscape, including key business models, regulatory environments, and emerging trends in areas such as wealth management, banking, asset management, and fintech.
Analytical & Quantitative Skills
Exceptional analytical and problem-solving abilities with a proven track record of structuring and solving complex business problems. Must possess expert-level financial modeling and valuation skills.
Communication & Influence
Superior written and verbal communication skills, with the ability to craft and deliver clear, concise, and persuasive presentations. Demonstrated ability to build relationships and influence senior executives and cross-functional partners.
Leadership & Project Management
Proven experience leading complex projects and virtual teams in a fast-paced, matrixed environment. Strong organizational skills with the ability to manage multiple priorities and deadlines effectively.
Strategic Mindset
A natural ability to think critically and strategically, connecting disparate pieces of information to see the bigger picture and identify underlying business drivers and opportunities.
Technical Proficiency
High level of proficiency with Microsoft Office Suite, particularly Excel for financial modeling and PowerPoint for executive-level presentations. Experience with data visualization tools (e.g., Tableau) and market intelligence platforms (e.g., Capital IQ) is a plus.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive benefits package designed to support their professional and personal well-being. This includes:
Competitive Compensation
A highly attractive base salary complemented by a significant annual performance-based bonus.
Long-Term Incentives
Meaningful equity participation through a long-term incentive plan (e.g., Restricted Stock Units, Stock Options) to align your success with the company’s growth.
Comprehensive Health Coverage
Premier medical, dental, and vision insurance plans for you and your eligible dependents, including access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
Retirement Planning
A robust 401(k) retirement savings plan featuring a generous company match to help you build a secure financial future.
Work-Life Balance
A generous paid time off (PTO) policy, in addition to paid sick days and a comprehensive schedule of company-paid holidays.
Professional Growth
A strong commitment to employee development, with access to a budget for continuing education, professional certifications, industry conferences, and tuition reimbursement programs.
Wellness Programs
A variety of wellness initiatives, including subsidized gym memberships, mental health resources, and employee assistance programs (EAP).
Family Support
Comprehensive parental leave policies and other family-friendly benefits.
Relocation
A competitive relocation package is available for exceptional candidates who are not local to the Charlotte area.
How to Apply
JRG Partners is exclusively managing the search for this pivotal VP, Corporate Strategy position. We invite all qualified and interested candidates to submit their resume and a cover letter detailing their relevant experience and strategic accomplishments. Your application will be handled with the utmost confidentiality.
To apply, please send your materials directly to our dedicated recruitment team. To learn more about our expertise in this domain, we encourage you to explore our Financial Services practice area and see how we connect top talent with leading firms.
Our client is an Equal Opportunity Employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.