💼 About This Role

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

🎯 What You'll Do

• Serve on assigned area Leadership Team for strategic planning
• Provide financial support for product development and M&A
• Lead cross-functional team meetings to manage expectations
• Build and mentor staff to support corporate goals

📋 Requirements

• Bachelor's degree in Accounting or Financial Discipline
• 12+ years of financial management in financial services
• 4-5 years leading teams with strategic direction
• Professional designation such as CPA or CMA

✨ Nice to Have

• Master's degree preferred
• 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

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Panel interview· 60 min