💼 About This Role

You'll serve as a Strategic Financial Business Partner for key areas like the Wealth Segment, driving strategic planning and execution with leadership. Your expertise will ensure financial rigor and shape offerings in a dynamic partnership.

🎯 What You'll Do

• Participate in leadership team strategic and tactical planning
• Provide financial support for product development and M&A
• Collaborate with finance functions to drive decision making
• Lead cross-functional meetings and manage expectations

📋 Requirements

• Bachelor's degree in Accounting or Finance
• 12+ years in financial management within financial services
• 4-5 years leading teams with strategic direction
• Professional designation (CPA, CMA) preferred

✨ Nice to Have

• Master's degree
• Experience influencing business decisions

🎁 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· 45 min
3. 3Final interview· 60 min