💼 About This Role

You'll serve as the Strategic Financial Business Partner for the Wealth Segment, collaborating with leadership to drive strategic planning and ensure financial rigor across operations. This role shapes the future of financial offerings in a dynamic partnership.

🎯 What You'll Do

• Participate in strategic and tactical planning as a key leadership team member.
• Provide financial support for product development, M&A, and transformations.
• Lead cross-functional meetings to facilitate communication and manage expectations.
• Develop business and financial models and reports.

📋 Requirements

• 4-5 years of experience leading teams and providing strategic direction.
• 12+ years of financial management in the financial services industry.
• Bachelor's degree in Accounting or Finance; Master's preferred.
• CPA or CMA designation highly desirable.

✨ Nice to Have

• Master's degree in a related field.
• Experience influencing business decisions and providing 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 bonus plan opportunities.

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Final Interview· 60 min