Partner – Executive Advisory — Institutional Platform

The mandate

The enterprise is entering a phase in which leadership must resolve a new advisory proposition linking leadership choices to enterprise outcomes within a multinational-owned diversified financial-services platform. The immediate arena is the institutional platform during a new cross-border growth thesis. For mandate 016, the successful executive inherits decisions that have been deferred, competing stakeholder expectations and a need to establish facts before committing further capital.

The Partner – Executive Advisory operating perimeter covers approximately ₹4,150 crore in assets under oversight, with activity spanning several institutional platform customer, product and delivery clusters rather than a single asset. The Partner – Executive Advisory Financial Services remit carries direct influence over roughly 250 colleagues and third-party capacity.

The board and its investment committee want a Partner – Executive Advisory who can convert ambiguity into a short list of explicit choices for the institutional platform. The Partner – Executive Advisory Financial Services seat must resolve a new cross-border growth thesis, while preserving the underlying strengths of the institutional platform. For mandate 016, value will come through sharper allocation, stronger leaders and an operating cadence that exposes variance early.

The Partner – Executive Advisory’s first year on the institutional platform is expected to end with origination, counsel quality and measurable client outcomes. In mandate 016, authority covers resources and leadership appointments; material trade-offs go directly to the board sponsor.

Why this seat is open

This is a newly created Partner – Executive Advisory — Institutional Platform seat approved as part of the next operating model; it is not an incumbent replacement. The board is running a planned 4–6 month search so the appointee can join ahead of the next capital and talent cycle. Current leaders retain their existing accountabilities until the institutional platform remit is formally activated. Confidentiality protects organisation design choices while the board compares external and adjacent-sector talent.

What you will own

• Set the Partner – Executive Advisory value-creation thesis for the institutional platform, translate it into no more than five enterprise priorities and stop work that does not support them.
• Carry stewardship of approximately ₹4,150 crore in assets under oversight, including allocation, risk acceptance and board forecasts.
• Lead the Partner – Executive Advisory Financial Services organisation of about 250 employees and partners, appointing a team with clear decision rights and credible succession for every critical seat.
• Resolve the institutional platform economics and execution constraints created by a new cross-border growth thesis, with Partner – Executive Advisory-approved owners, dated milestones and transparent escalation thresholds.
• Establish one Partner – Executive Advisory operating review across commercial, customer, financial, people, technology and risk outcomes for the institutional platform; remove reconciliations that obscure accountability.
• Show repeated senior-client origination plus responsibility for developing principals and future partners in mandate 016.
• Build the Partner – Executive Advisory’s three-year succession and capability plan for the institutional platform, reducing dependence on individual executives and improving mobility across the wider Financial Services organisation.

The first 12 months

• Days 1–90: Validate the institutional platform baseline, meet the 30 stakeholders most consequential to a new advisory proposition linking leadership choices to enterprise outcomes, 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 – Executive Advisory portfolio and organisation choices for the institutional platform, 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 institutional platform trend against origination, counsel quality and measurable client outcomes, 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 – Executive Advisory’s agreed first-year institutional platform value case within a 10% tolerance, with variance explained before rather than after the relevant quarter closes.
• A Partner – Executive Advisory forecast that remains decision-useful across three consecutive quarters and reconciles the institutional platform’s operating, cash, customer and people assumptions.
• Closure of the Partner – Executive Advisory mandate’s highest-priority institutional platform risk and execution issues by their board-approved dates, with independent evidence that fixes are sustained.
• Retention of at least 90% of critical institutional platform talent and ready-now successors for at least 70% of the Partner – Executive Advisory’s direct reports.
• A quantified Partner – Executive Advisory-owned improvement in the institutional platform operating constraint behind a new cross-border growth thesis, supported by a clean baseline and named data owner.
• Clear stakeholder confidence in mandate 016: 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, Principal or senior executive adviser in a multinational-owned Financial Services or adjacent enterprise. In relation to the institutional platform, your Partner – Executive 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 Partner – Executive Advisory brief.

As a Partner – Executive Advisory 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 ₹2,400 crore and led an organisation of at least 175 people. Advisory seats require equivalent institutional platform client-value ownership and multi-disciplinary leadership.

For mandate 016, the board wants two transitions: a difficult institutional platform portfolio choice and a leadership-system change during a new cross-border growth thesis. As the prospective Partner – Executive Advisory for this institutional platform, you must challenge optimistic cases and still create followership. References for mandate 016 must distinguish your contribution from the institution around you.

The Partner – Executive Advisory role in Financial Services is based in Mumbai; 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 Partner, Principal or senior executive adviser, with direct exposure to a board, investment committee or equivalent Financial Services governance forum.
• Proven Partner – Executive Advisory ownership of at least ₹2,400 crore and leadership of no fewer than 175 employees in a comparable institutional platform context.
• One completed Financial Services or adjacent-sector example of a new advisory proposition linking leadership choices to enterprise outcomes 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 – Executive Advisory-level institutional platform consequences will not meet the bar.
• Willingness to meet the Mumbai location expectation, complete conflicts and background diligence, and protect the confidentiality of mandate 016.

Compensation and terms

The anticipated Partner – Executive Advisory package is ₹2.2–3.0 crore fixed + performance variable, calibrated to the final institutional platform scope and the candidate’s current mix. Any long-term participation for mandate 016 follows standard vesting and performance conditions. The Partner – Executive Advisory appointment in Mumbai, centred on the institutional platform, 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 016.

Confidentiality

The organisation will be identified only after reciprocal interest and a confidentiality undertaking for mandate 016. The market, scale and situation in this brief are intentionally composite and are not a coded description of a named enterprise for mandate 016.