💼 About This Role

You'll serve as the Strategic Financial Business Partner for the Wealth Segment, collaborating with leadership to drive strategic planning and execution. Your expertise will shape financial offerings and foster a diverse, inclusive environment for effective decision-making.

🎯 What You'll Do

• Provide financial support for product development and M&A
• Lead cross-functional team meetings to manage expectations
• Develop business and financial models and reports
• Facilitate business management process aligning with financial goals

📋 Requirements

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

✨ Nice to Have

• Master's degree preferred
• Experience with wealth management or asset management

🎁 Benefits & Perks

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

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter screen· 30 min
2. 2Hiring manager interview· 45 min
3. 3Leadership interview· 60 min
4. 4Offer· 1 week