Managing Partner – Sector Advisory — Wealth Franchise

The mandate

The next planning cycle has brought into focus creation of a sector-led advisory franchise with uneven partner economics within a listed diversified financial-services platform. The immediate arena is the wealth franchise during a capital-allocation reset. For mandate 013, the successful executive inherits decisions that have been deferred, competing stakeholder expectations and a need to establish facts before committing further capital.

The Managing Partner – Sector Advisory operating perimeter covers approximately ₹4,400 crore in assets under oversight, with activity spanning several wealth franchise customer, product and delivery clusters rather than a single asset. The Managing Partner – Sector Advisory Financial Services remit carries direct influence over roughly 225 colleagues and third-party capacity.

The board and its investment committee want a Managing Partner – Sector Advisory who can convert ambiguity into a short list of explicit choices for the wealth franchise. The Managing Partner – Sector Advisory Financial Services seat must resolve a capital-allocation reset, while preserving the underlying strengths of the wealth franchise. For mandate 013, value will come through sharper allocation, stronger leaders and an operating cadence that exposes variance early.

The Managing Partner – Sector Advisory’s first year on the wealth franchise is expected to end with anchor-client growth, partner productivity and an investable proposition. In mandate 013, authority covers resources and leadership appointments; material trade-offs go directly to the board sponsor.

Why this seat is open

This is a planned replacement for the Managing Partner – Sector Advisory — Wealth Franchise seat. The incumbent continues to lead the wealth franchise through an agreed succession period and will support a structured handover. The board has allowed 4–6 months to assess candidates, complete diligence and protect continuity while a capital-allocation reset is addressed. The search is confidential so the transition can be communicated to employees, customers and partners in a controlled sequence.

What you will own

• Set the Managing Partner – Sector Advisory value-creation thesis for the wealth franchise, translate it into no more than five enterprise priorities and stop work that does not support them.
• Carry stewardship of approximately ₹4,400 crore in assets under oversight, including allocation, risk acceptance and board forecasts.
• Lead the Managing Partner – Sector Advisory Financial Services organisation of about 225 employees and partners, appointing a team with clear decision rights and credible succession for every critical seat.
• Resolve the wealth franchise economics and execution constraints created by a capital-allocation reset, with Managing Partner – Sector Advisory-approved owners, dated milestones and transparent escalation thresholds.
• Establish one Managing Partner – Sector Advisory operating review across commercial, customer, financial, people, technology and risk outcomes for the wealth franchise; remove reconciliations that obscure accountability.
• Bring a verifiable book of trusted board relationships and evidence of building partner economics beyond personal billings in mandate 013.
• Build the Managing Partner – Sector Advisory’s three-year succession and capability plan for the wealth franchise, reducing dependence on individual executives and improving mobility across the wider Financial Services organisation.

The first 12 months

• Days 1–90: Validate the wealth franchise baseline, meet the 30 stakeholders most consequential to creation of a sector-led advisory franchise with uneven partner economics, assess the leadership team, stabilise immediate delivery risks and agree a board-owned scorecard with explicit decision gates.
• Months 4–9: Make the principal Managing Partner – Sector Advisory portfolio and organisation choices for the wealth franchise, 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 wealth franchise trend against anchor-client growth, partner productivity and an investable proposition, 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 Managing Partner – Sector Advisory’s agreed first-year wealth franchise value case within a 10% tolerance, with variance explained before rather than after the relevant quarter closes.
• A Managing Partner – Sector Advisory forecast that remains decision-useful across three consecutive quarters and reconciles the wealth franchise’s operating, cash, customer and people assumptions.
• Closure of the Managing Partner – Sector Advisory mandate’s highest-priority wealth franchise risk and execution issues by their board-approved dates, with independent evidence that fixes are sustained.
• Retention of at least 90% of critical wealth franchise talent and ready-now successors for at least 70% of the Managing Partner – Sector Advisory’s direct reports.
• A quantified Managing Partner – Sector Advisory-owned improvement in the wealth franchise operating constraint behind a capital-allocation reset, supported by a clean baseline and named data owner.
• Clear stakeholder confidence in mandate 013: 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 Managing Partner, Practice Leader or Senior Partner in a listed Financial Services or adjacent enterprise. In relation to the wealth franchise, your Managing Partner – Sector Advisory 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 Managing Partner – Sector Advisory brief.

As a Managing Partner – Sector Advisory candidate, you bring 28+ years of progressive Financial Services or adjacent-sector experience, consistent with the 28-plus experience band. At minimum, you have carried a P&L, book, budget or accountable portfolio of ₹2,550 crore and led an organisation of at least 150 people. Advisory seats require equivalent wealth franchise client-value ownership and multi-disciplinary leadership.

For mandate 013, the board wants two transitions: a difficult wealth franchise portfolio choice and a leadership-system change during a capital-allocation reset. As the prospective Managing Partner – Sector Advisory for this wealth franchise, you must challenge optimistic cases and still create followership. References for mandate 013 must distinguish your contribution from the institution around you.

The Managing Partner – Sector Advisory role in Financial Services is based in Bengaluru; relocation is expected, although a structured weekly commute may be considered during the first quarter.

Non-negotiables

• Current or recent accountability at the level of Managing Partner, Practice Leader or Senior Partner, with direct exposure to a board, investment committee or equivalent Financial Services governance forum.
• Proven Managing Partner – Sector Advisory ownership of at least ₹2,550 crore and leadership of no fewer than 150 employees in a comparable wealth franchise context.
• One completed Financial Services or adjacent-sector example of creation of a sector-led advisory franchise with uneven partner economics 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 Managing Partner – Sector Advisory-level wealth franchise consequences will not meet the bar.
• Willingness to meet the Bengaluru location expectation, complete conflicts and background diligence, and protect the confidentiality of mandate 013.

Compensation and terms

The anticipated Managing Partner – Sector Advisory package is ₹5.0–7.5 crore fixed + performance variable and LTI, calibrated to the final wealth franchise scope and the candidate’s current mix. Any long-term participation for mandate 013 follows standard vesting and performance conditions. The Managing Partner – Sector Advisory appointment in Bengaluru, centred on the wealth franchise, offers regular exposure to the board and its investment committee. A structured client and conflict transition of up to 6 months can be accommodated for mandate 013.

Confidentiality

This search is being conducted without naming the client for mandate 013. 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 013.