District Vice President responsible for all aspects of Commercial Banking Centre’s performance in Montreal. Leading strategy execution and relationship management to drive business growth and profitability.
About the role
- Strategic leader driving corporate development, overseeing acquisitions and partnerships at Advisor360°, a leading SaaS fintech firm. Collaborating closely with executive team to shape growth strategy and innovation.
Responsibilities
- 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.
Requirements
- 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
Benefits
- competitive base salaries
- annual performance-based bonuses
- share in the equity value
- comprehensive health benefits, including dental, life, and disability insurance
- unlimited paid time off program
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