Lead Advisor360°’s corporate development strategy, identifying, evaluating, and executing opportunities for mergers, acquisitions, partnerships, and strategic investments.
Partner with the executive team to define long-term growth priorities and assess external opportunities that align with our vision and financial goals.
Build financial and strategic models to evaluate opportunities, including market analysis, valuation, synergies, and risk assessment.
Drive end-to-end transaction execution, including due diligence, deal structuring, negotiation, and integration planning.
Develop and maintain relationships with investment banks, venture capital and private equity firms, and strategic partners across the fintech and wealthtech ecosystem.
Collaborate with Product, Finance, Legal, and People teams to ensure seamless integration of acquired companies, technologies, or partnerships.
Monitor industry trends, competitive landscape, and emerging technologies to inform corporate strategy and investment decisions.
Represent Advisor360° at industry events and in external discussions with potential partners, investors, and acquisition targets.

12+ years of experience in corporate development, investment banking, venture capital, private equity, or strategy consulting
significant exposure to SaaS, fintech, or wealth management
proven track record of leading and executing M&A transactions and strategic partnerships
strong financial modeling, valuation, and deal-structuring skills
exceptional ability to synthesize complex business and market dynamics into clear, actionable strategies
executive presence and credibility, with strong influencing and negotiation skills
excellent collaboration skills with experience working cross-functionally with executive teams and boards
a strategic thinker who is also hands-on and able to dive into details to drive outcomes
experience in high-growth or private equity-backed companies is strongly preferred

VP, Corporate Development

Key skills