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Dear [Salutation] [Last],

With 20+ years in financial-services software and services, I lead the growth of new revenue channels, launch net-new products, execute M&A, and drive operational excellence. Highlights:

At a Fortune 500 financial information company (SVP, Head of Operations & Managed Services), I advanced the firm’s position in private credit, nearly doubling syndicated-loan coverage through new capabilities, and opened new revenue streams via scalable data-management offerings for private markets.

I globalized operations to accelerate growth across EMEA and APAC and improved service efficiency by ~25%. A targeted culture initiative turned a business line into one of the company’s fastest-growing and most in-demand units.

Previously, at a top-tier global asset manager, I founded industry-first businesses (including a platform offering that onboarded three major global custodians) and built an investment-accounting outsourcing line to $30M+ in revenue. My inorganic growth work spans multiple acquisitions and integrations, including absorbing a leading market-data provider into a Fortune 500 enterprise and integrating a major index/ETF business into a global asset manager.

I hold an MBA (Finance & International Business) from a top-10 U.S. business school.

My attached résumé provides additional detail. I welcome a conversation to discuss your client’s needs and how I can help.

Sincerely,
[Candidate Name]