Partner – Organisation and Talent — Consumer-Finance Book

The mandate

The chair and executive committee are aligned that the immediate priority is client demand for organisation advice tied directly to strategic delivery within a institutionally backed diversified financial-services platform. The immediate arena is the consumer-finance book during margin compression. For mandate 039, the successful executive inherits decisions that have been deferred, competing stakeholder expectations and a need to establish facts before committing further capital.

The Partner – Organisation and Talent operating perimeter covers approximately CHF 3,800 million in assets under oversight, with activity spanning several consumer-finance book customer, product and delivery clusters rather than a single asset. The Partner – Organisation and Talent Financial Services remit carries direct influence over roughly 175 colleagues and third-party capacity.

The group board and the relevant risk and people committees want a Partner – Organisation and Talent who can convert ambiguity into a short list of explicit choices for the consumer-finance book. The Partner – Organisation and Talent Financial Services seat must resolve margin compression, while preserving the underlying strengths of the consumer-finance book. For mandate 039, value will come through sharper allocation, stronger leaders and an operating cadence that exposes variance early.

The Partner – Organisation and Talent’s first year on the consumer-finance book is expected to end with trusted counsel, senior-team effectiveness and repeatable intellectual property. In mandate 039, 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 Partner – Organisation and Talent — Consumer-Finance Book seat following an accelerated leadership transition. Interim accountability is in place for the consumer-finance book, but the board wants a permanent appointment within 6–8 weeks because margin compression 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 Partner – Organisation and Talent value-creation thesis for the consumer-finance book, translate it into no more than five enterprise priorities and stop work that does not support them.
• Carry stewardship of approximately CHF 3,800 million in assets under oversight, including allocation, risk acceptance and board forecasts.
• Lead the Partner – Organisation and Talent Financial Services organisation of about 175 employees and partners, appointing a team with clear decision rights and credible succession for every critical seat.
• Resolve the consumer-finance book economics and execution constraints created by margin compression, with Partner – Organisation and Talent-approved owners, dated milestones and transparent escalation thresholds.
• Establish one Partner – Organisation and Talent operating review across commercial, customer, financial, people, technology and risk outcomes for the consumer-finance book; remove reconciliations that obscure accountability.
• Show repeated senior-client origination plus responsibility for developing principals and future partners in mandate 039.
• Build the Partner – Organisation and Talent’s three-year succession and capability plan for the consumer-finance book, reducing dependence on individual executives and improving mobility across the wider Financial Services organisation.

The first 12 months

• Days 1–90: Validate the consumer-finance book baseline, meet the 30 stakeholders most consequential to client demand for organisation advice tied directly to strategic delivery, assess the leadership team, stabilise immediate delivery risks and agree a board-owned scorecard with explicit decision gates.
• Months 4–9: Make the principal Partner – Organisation and Talent portfolio and organisation choices for the consumer-finance book, 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 consumer-finance book trend against trusted counsel, senior-team effectiveness and repeatable intellectual property, 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 Partner – Organisation and Talent’s agreed first-year consumer-finance book value case within a 10% tolerance, with variance explained before rather than after the relevant quarter closes.
• A Partner – Organisation and Talent forecast that remains decision-useful across three consecutive quarters and reconciles the consumer-finance book’s operating, cash, customer and people assumptions.
• Closure of the Partner – Organisation and Talent mandate’s highest-priority consumer-finance book risk and execution issues by their board-approved dates, with independent evidence that fixes are sustained.
• Retention of at least 90% of critical consumer-finance book talent and ready-now successors for at least 70% of the Partner – Organisation and Talent’s direct reports.
• A quantified Partner – Organisation and Talent-owned improvement in the consumer-finance book operating constraint behind margin compression, supported by a clean baseline and named data owner.
• Clear stakeholder confidence in mandate 039: 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 Partner, Organisation Practice Leader or senior talent adviser in a institutionally backed Financial Services or adjacent enterprise. In relation to the consumer-finance book, your Partner – Organisation and Talent 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 Partner – Organisation and Talent brief.

As a Partner – Organisation and Talent 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 CHF 2,200 million and led an organisation of at least 125 people. Advisory seats require equivalent consumer-finance book client-value ownership and multi-disciplinary leadership.

For mandate 039, the board wants two transitions: a difficult consumer-finance book portfolio choice and a leadership-system change during margin compression. As the prospective Partner – Organisation and Talent for this consumer-finance book, you must challenge optimistic cases and still create followership. References for mandate 039 must distinguish your contribution from the institution around you.

The Partner – Organisation and Talent must be based in Zurich; 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 Partner, Organisation Practice Leader or senior talent adviser, with direct exposure to a board, investment committee or equivalent Financial Services governance forum.
• Proven Partner – Organisation and Talent ownership of at least CHF 2,200 million and leadership of no fewer than 125 employees in a comparable consumer-finance book context.
• One completed Financial Services or adjacent-sector example of client demand for organisation advice tied directly to strategic delivery 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 Partner – Organisation and Talent-level consumer-finance book consequences will not meet the bar.
• Willingness to meet the Zurich location expectation, complete conflicts and background diligence, and protect the confidentiality of mandate 039.

Compensation and terms

The anticipated Partner – Organisation and Talent package is CHF 320,000–430,000 base + annual incentive, calibrated to the final consumer-finance book scope and the candidate’s current mix. Any long-term participation for mandate 039 follows standard vesting and performance conditions. The Partner – Organisation and Talent appointment in Zurich, centred on the consumer-finance book, offers regular exposure to the group board and the relevant risk and people committees. A structured client and conflict transition of up to 6 months can be accommodated for mandate 039.

Confidentiality

The client name, precise footprint and transaction history are outside this brief for mandate 039. They will be shared with qualified candidates under a mutual undertaking, and the composite facts here must not be reverse-engineered or circulated for mandate 039.