Senior Partner – Capital and Deals — Finance-Services Hub

The mandate

Customer and operating evidence now point to demand for sector-specific capital and transaction advice across the region within a privately held multinational global-capability-centre network. The immediate arena is the finance-services hub during an attrition and capability gap. For mandate 238, the successful executive inherits decisions that have been deferred, competing stakeholder expectations and a need to establish facts before committing further capital.

The Senior Partner – Capital and Deals operating perimeter covers approximately MX$2,350 million in annual global services budget, with activity spanning several finance-services hub customer, product and delivery clusters rather than a single asset. The Senior Partner – Capital and Deals Global Capability Centres remit carries direct influence over roughly 775 colleagues and third-party capacity.

The chair, executive committee and principal capital sponsors want a Senior Partner – Capital and Deals who can convert ambiguity into a short list of explicit choices for the finance-services hub. The Senior Partner – Capital and Deals Global Capability Centres seat must resolve an attrition and capability gap, while preserving the underlying strengths of the finance-services hub. For mandate 238, value will come through sharper allocation, stronger leaders and an operating cadence that exposes variance early.

The Senior Partner – Capital and Deals’s first year on the finance-services hub is expected to end with board access, deal conversion and post-deal value capture. In mandate 238, authority covers resources and leadership appointments; material trade-offs go directly to the board sponsor.

Why this seat is open

This is an urgent replacement for the Senior Partner – Capital and Deals — Finance-Services Hub seat following an accelerated leadership transition. Interim accountability is in place for the finance-services hub, but the board wants a permanent appointment within 6–8 weeks because an attrition and capability gap cannot remain under split ownership. The predecessor’s outcome is being handled neutrally and professionally. The external search remains confidential until the preferred candidate and transition plan are agreed.

What you will own

• Set the Senior Partner – Capital and Deals value-creation thesis for the finance-services hub, translate it into no more than five enterprise priorities and stop work that does not support them.
• Carry stewardship of approximately MX$2,350 million in annual global services budget, including allocation, risk acceptance and board forecasts.
• Lead the Senior Partner – Capital and Deals Global Capability Centres organisation of about 775 employees and partners, appointing a team with clear decision rights and credible succession for every critical seat.
• Resolve the finance-services hub economics and execution constraints created by an attrition and capability gap, with Senior Partner – Capital and Deals-approved owners, dated milestones and transparent escalation thresholds.
• Establish one Senior Partner – Capital and Deals operating review across commercial, customer, financial, people, technology and risk outcomes for the finance-services hub; remove reconciliations that obscure accountability.
• Have originated and led board-sponsored work whose benefits survived beyond the engagement team’s departure in mandate 238.
• Build the Senior Partner – Capital and Deals’s three-year succession and capability plan for the finance-services hub, reducing dependence on individual executives and improving mobility across the wider Global Capability Centres organisation.

The first 12 months

• Days 1–90: Validate the finance-services hub baseline, meet the 30 stakeholders most consequential to demand for sector-specific capital and transaction advice across the region, assess the leadership team, stabilise immediate delivery risks and agree a board-owned scorecard with explicit decision gates.
• Months 4–9: Make the principal Senior Partner – Capital and Deals portfolio and organisation choices for the finance-services hub, install the new operating cadence, fill critical leadership gaps and deliver the first measurable release of cash, capacity or customer value.
• Months 10–12: Demonstrate a repeatable finance-services hub trend against board access, deal conversion and post-deal value capture, lock the following year’s capital and talent plan, evidence control sustainability and present a credible three-year value case with downside actions.

What the board will measure

• Delivery of the Senior Partner – Capital and Deals’s agreed first-year finance-services hub value case within a 10% tolerance, with variance explained before rather than after the relevant quarter closes.
• A Senior Partner – Capital and Deals forecast that remains decision-useful across three consecutive quarters and reconciles the finance-services hub’s operating, cash, customer and people assumptions.
• Closure of the Senior Partner – Capital and Deals mandate’s highest-priority finance-services hub risk and execution issues by their board-approved dates, with independent evidence that fixes are sustained.
• Retention of at least 90% of critical finance-services hub talent and ready-now successors for at least 70% of the Senior Partner – Capital and Deals’s direct reports.
• A quantified Senior Partner – Capital and Deals-owned improvement in the finance-services hub operating constraint behind an attrition and capability gap, supported by a clean baseline and named data owner.
• Clear stakeholder confidence in mandate 238: no unresolved high-severity escalation older than 30 days and no material surprise withheld from its agreed governance forum.

The person

You are currently a Senior Partner, Deals Leader or Investment Committee adviser in a privately held Global Capability Centres or adjacent enterprise. In relation to the finance-services hub, your Senior Partner – Capital and Deals track record includes a transition where the original plan was no longer sufficient; you can explain your choices, evidence and numerical impact. Candidates from GCCs, shared services, enterprise technology, business services or multinational operations will be considered where the operating model, customer stakes and governance intensity match this Senior Partner – Capital and Deals brief.

As a Senior Partner – Capital and Deals candidate, you bring 22–28 years of progressive Global Capability Centres or adjacent-sector experience, consistent with the 22-28 experience band. At minimum, you have carried a P&L, book, budget or accountable portfolio of MX$1,350 million and led an organisation of at least 550 people. Advisory seats require equivalent finance-services hub client-value ownership and multi-disciplinary leadership.

For mandate 238, the board wants two transitions: a difficult finance-services hub portfolio choice and a leadership-system change during an attrition and capability gap. As the prospective Senior Partner – Capital and Deals for this finance-services hub, you must challenge optimistic cases and still create followership. References for mandate 238 must distinguish your contribution from the institution around you.

The Senior Partner – Capital and Deals must be based in Mexico City; international relocation is supported, but this Global Capability Centres role is not designed as a remote appointment.

Non-negotiables

• Current or recent accountability at the level of Senior Partner, Deals Leader or Investment Committee adviser, with direct exposure to a board, investment committee or equivalent Global Capability Centres governance forum.
• Proven Senior Partner – Capital and Deals ownership of at least MX$1,350 million and leadership of no fewer than 550 employees in a comparable finance-services hub context.
• One completed Global Capability Centres or adjacent-sector example of demand for sector-specific capital and transaction advice across the region with outcomes sustained for at least two reporting periods after the initial intervention.
• Sector credibility from GCCs, shared services, enterprise technology, business services or multinational operations; experience that is purely functional and lacks Senior Partner – Capital and Deals-level finance-services hub consequences will not meet the bar.
• Willingness to meet the Mexico City location expectation, complete conflicts and background diligence, and protect the confidentiality of mandate 238.

Compensation and terms

The anticipated Senior Partner – Capital and Deals package is MX$6.5–8.5 million base + annual incentive, calibrated to the final finance-services hub scope and the candidate’s current mix. Any long-term participation for mandate 238 follows standard vesting and performance conditions. The Senior Partner – Capital and Deals appointment in Mexico City, centred on the finance-services hub, offers regular exposure to the chair, executive committee and principal capital sponsors. A structured client and conflict transition of up to 6 months can be accommodated for mandate 238.

Confidentiality

This search is being conducted without naming the client for mandate 238. Identifying information will follow only when both sides elect to proceed under confidentiality; nothing in the published mandate should be treated as a clue to ownership or brand for mandate 238.