Senior Partner – Capital and Deals — Payments Portfolio

The mandate

Customer and operating evidence now point to demand for sector-specific capital and transaction advice across the region within a privately held diversified financial-services platform. The immediate arena is the payments portfolio during conduct-risk remediation. For mandate 038, 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 A$3,100 million in assets under oversight, with activity spanning several payments portfolio customer, product and delivery clusters rather than a single asset. The Senior Partner – Capital and Deals Financial Services remit carries direct influence over roughly 75 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 payments portfolio. The Senior Partner – Capital and Deals Financial Services seat must resolve conduct-risk remediation, while preserving the underlying strengths of the payments portfolio. For mandate 038, 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 payments portfolio is expected to end with board access, deal conversion and post-deal value capture. In mandate 038, authority covers resources and leadership appointments; material trade-offs go directly to the board sponsor.

Why this seat is open

The Senior Partner – Capital and Deals — Payments Portfolio requirement was not included in the approved hiring calendar. It became urgent after conduct-risk remediation created an immediate need for one accountable owner of the payments portfolio. Interim coverage protects essential decisions, but split ownership cannot continue through the next operating gate. The board intends to move from qualified shortlist to offer within 4–6 weeks while preserving confidential, evidence-led diligence.

What you will own

• Set the Senior Partner – Capital and Deals value-creation thesis for the payments portfolio, translate it into no more than five enterprise priorities and stop work that does not support them.
• Carry stewardship of approximately A$3,100 million in assets under oversight, including allocation, risk acceptance and board forecasts.
• Lead the Senior Partner – Capital and Deals Financial Services organisation of about 75 employees and partners, appointing a team with clear decision rights and credible succession for every critical seat.
• Resolve the payments portfolio economics and execution constraints created by conduct-risk remediation, 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 payments portfolio; remove reconciliations that obscure accountability.
• Have originated and led board-sponsored work whose benefits survived beyond the engagement team’s departure in mandate 038.
• Build the Senior Partner – Capital and Deals’s three-year succession and capability plan for the payments portfolio, reducing dependence on individual executives and improving mobility across the wider Financial Services organisation.

The first 12 months

• Days 1–90: Validate the payments portfolio 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 payments portfolio, 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 payments portfolio 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 payments portfolio 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 payments portfolio’s operating, cash, customer and people assumptions.
• Closure of the Senior Partner – Capital and Deals mandate’s highest-priority payments portfolio risk and execution issues by their board-approved dates, with independent evidence that fixes are sustained.
• Retention of at least 90% of critical payments portfolio 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 payments portfolio operating constraint behind conduct-risk remediation, supported by a clean baseline and named data owner.
• Clear stakeholder confidence in mandate 038: 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 Financial Services or adjacent enterprise. In relation to the payments portfolio, 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 banking, insurance, payments, wealth or regulated fintech 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 Financial Services 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 A$1,800 million and led an organisation of at least 55 people. Advisory seats require equivalent payments portfolio client-value ownership and multi-disciplinary leadership.

For mandate 038, the board wants two transitions: a difficult payments portfolio portfolio choice and a leadership-system change during conduct-risk remediation. As the prospective Senior Partner – Capital and Deals for this payments portfolio, you must challenge optimistic cases and still create followership. References for mandate 038 must distinguish your contribution from the institution around you.

The Senior Partner – Capital and Deals must be based in Sydney; international relocation is supported, but this Financial Services 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 Financial Services governance forum.
• Proven Senior Partner – Capital and Deals ownership of at least A$1,800 million and leadership of no fewer than 55 employees in a comparable payments portfolio context.
• One completed Financial Services 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 banking, insurance, payments, wealth or regulated fintech; experience that is purely functional and lacks Senior Partner – Capital and Deals-level payments portfolio consequences will not meet the bar.
• Willingness to meet the Sydney location expectation, complete conflicts and background diligence, and protect the confidentiality of mandate 038.

Compensation and terms

The anticipated Senior Partner – Capital and Deals package is A$380,000–500,000 base + annual incentive, calibrated to the final payments portfolio scope and the candidate’s current mix. Any long-term participation for mandate 038 follows standard vesting and performance conditions. The Senior Partner – Capital and Deals appointment in Sydney, centred on the payments portfolio, 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 038.

Confidentiality

This search is being conducted without naming the client for mandate 038. 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 038.