💼 About This Role

You'll serve as the Strategic Financial Business Partner for the Wealth Segment, collaborating closely with leadership to drive strategic planning and execution. This role offers the opportunity to shape financial management in a diverse and inclusive environment.

🎯 What You'll Do

• Serve as key financial business partner to assigned area leadership team
• Provide financial support for product development and M&A
• Lead cross-functional team meetings to manage expectations
• Develop business and financial models and reports

📋 Requirements

• Bachelor's degree in Accounting or Finance
• 12+ years of financial management experience in financial services
• 4-5 years leading teams and providing strategic direction

✨ Nice to Have

• Master's degree in Accounting or Finance
• CPA or CMA designation

🎁 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 phone screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Leadership interview· 45 min