💼 About This Role

You'll serve as the Strategic Financial Business Partner for key areas like the Wealth Segment, driving financial planning and execution. You'll collaborate closely with leadership to shape future offerings in a dynamic partnership.

🎯 What You'll Do

• Serve as key member of Leadership Team for strategic and tactical planning.
• Provide financial support for product development, M&A, and transformations.
• Collaborate with Finance functions to ensure effective decision making.
• Lead cross-functional team meetings to facilitate communication.
• Build and mentor staff to support corporate goals.

📋 Requirements

• 12+ years of experience in financial management within financial services.
• 4-5 years leading teams and providing strategic direction.
• Bachelor's degree in Accounting or Financial Discipline.
• Professional designation such as CPA, CMA, or similar.

✨ Nice to Have

• Master's degree preferred.
• Experience in influencing business decisions and executive consultation.

🎁 Benefits & Perks

• 🏖️ Flexible workplace promoting work-life balance
• 🏥 Medical, dental, and vision insurance
• 👶 Parental leave and paid time off
• 💰 401(k) plan and tuition reimbursement
• 🎁 Annual incentive (bonus) plan opportunities

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 1 hour
3. 3Panel interview· 1 hour