Dallas-Fort Worth Metroplex
Operational executive with 25 years of financial services experience and a consistent record of scaling platforms, optimizing P&L, and delivering measurable returns in large financial services organizations, consulting firms, and PE-backed and high-growth fintech environments. Currently SVP, Business Operations at IntraFi (Blackstone & Warburg Pincus portfolio company), leading a critical operations division that serves brokerage firms and custodians—including fintech partner banks—in sweeping hundreds of billions of dollars in customer funds within a network of nearly 3,000 FDIC-insured banks. Jonathan operates at the intersection of strategy and execution — building the operating infrastructure that lets companies scale, integrating acquisitions without breaking what works, and turning operational complexity into durable competitive advantage. His background spans P&L ownership, go-to-market expansion, M&A integration, digital transformation, AI-enablement and cross-functional team leadership with progressive and diverse experience across the US, Canada, UK, Europe, Australia, and Asia. What he bring to a COO or senior operating partner role: - Financial Services / PE-native fluency: Years of experience in large financial services organizations, consulting firms, ad well as PE-owned environments, with deep familiarity with sponsor reporting cadences, value creation frameworks, and board-level communication - Operational scale: Built and led operations divisions supporting brokerage, custodial, and fintech clients moving billions in daily deposits with sound governance and operating controls - M&A execution: Led integration workstreams and identified $50–100M in synergies post-merger at one of the largest brokerage integrations in US history; participated in product launches and combinations - Commercial impact: Structured and negotiated a $500M+ multi-jurisdictional supplier contract at RBC; drove APAC market entry and new category expansion at Novantas (Curinos) - Team builder: Track record of developing Director-level leaders and high-performing teams in distributed, matrixed organizations and hybrid-office models HEC Paris MBA (Global Top 10) · Chartered Professional Accountant (CPA) · SAFe Agilist · CSM · US, Canada, UK & EU work authorization. Open to operating partner and portfolio company leadership opportunities with PE-backed financial services and fintech platforms. Keywords: P&L Management, M&A Integration, Financial Services Operations, Fintech, Digital Transformation, Operational Excellence, Strategy, Team Leadership.
PE-Owned: Blackstone & Warburg Pincus portfolio company IntraFi is the dominant provider of FDIC-insured deposit solutions, operating the largest bank network of its kind (~3,000 institutions), enabling hundreds of billions in deposit placements. - Leads the company's Business Operations division with direct accountability to the CEO, overseeing Sweep Operations that support brokerage firms and other custodians, as well as fintech partner banks in placing customer deposits into FDIC-insured institutions -Serves as a senior strategic partner to executive leadership, driving cross-functional initiatives that optimize throughput, reduce operational risk, and scale capacity in line with network growth - Instituted operational performance frameworks, polices and procedures, and coaching programs that raised service quality standards across the team - Navigates the governance, reporting, and value creation expectations inherent to a PE-owned portfolio company
Schwab is one of the largest financial services firms in the US with > $10 trillion in client assets. - Identified $50–100M in synergy opportunities as part of the TD Ameritrade integration — one of the largest brokerage M&A events in US history — supporting executive decision-making on operational consolidation - Owned a multi-product portfolio with full P&L, strategy, roadmap, and execution accountability, using a data-driven framework to prioritize investments and measure outcomes - Built and led a firm-wide intake optimization program that materially improved client experience metrics across Schwab's service model - Directed a Director-level product management team and a dozen geographically distributed scrum teams, driving agile transformation across large-scale client service operations
Novantas (acquired by Curinos) is the leading analytics-driven advisory and technology firm serving financial institutions globally. - Led APAC advisory delivery and spearheaded the firm's go-to-market expansion across Australia, Singapore, and Hong Kong — including regional growth strategy, product localization, and business development - Directed analytics-driven client engagements for DBS Bank and Commonwealth Bank of Australia, delivering insights that shaped deposit pricing and retail strategy - Managed distributed teams across North America and APAC, coordinating across time zones and regulatory environments
- Led strategy and digital transformation engagements at Wells Fargo and Kaiser Permanente, covering cards & payments, cloud-based technology, fintech partnership strategy, and CX/UX transformation - Served as expert practitioner in agile change management, data analytics, and digital channel expansion for Fortune 1000 financial services clients
- Negotiated and closed a multi-year, multi-jurisdictional supplier agreement exceeding $500M (CDN) — the largest Cards & Payments vendor contract for the bank — coordinating across Canada, the US, and the Caribbean - Led a high-performing team responsible for overseeing the full payments value chain across three geographies - Active stakeholder in emerging payments technology implementations including tokenization, mobile payments, ApplePay, EMV/chip migration, P2P, and FX
RBC Royal Bank of Canada's Global Leadership Development Program (GLP) is offered to a select number of highly qualified MBA graduates who demonstrate an outstanding track record of leadership and excellence in academic and extracurricular activities. Rotation #1 - Global Function - Enterprise Strategy • Collaborated with the Heads of platform strategy, functional heads and senior management to review and refresh RBC's long-term (5-10yr) strategies Rotation #2 - International Cards & Payments - Caribbean • Supported Canadian, Caribbean, and virtual cross-functional teams to develop rigorous financial models and presentations to support business cases for new product offerings in the Caribbean Rotation #3 - Commercial Financial Services - Supply Chain • Engaged on client-facing transactions, sales leadership and performance activities, as well as strategic market planning initiatives for Commercial Banking targets and objectives in Canada Rotation #4 - Global Investment Banking - Corporate Finance • Assisted in the structuring of acquisition loans, bridge loans and corporate revolving credit facilities, preparation of credit submissions, pitch books and marketing material, tombstones and comp reports for existing and potential clients Performance Rating Achieved - "Outstanding" Profiled by MBA-Exchange.com, the leading career website for MBA students and alumni from the top business schools in the US, Europe and Emerging Markets.