Vice President of Finance, Wealth Management
About the Company
Top financial services company specializing in retirement, investments & insurance
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Founded
1991
Employees
5001-10,000
Categories
Specialties
Business Classifications
About the Role
The Company is in search of a Vice President, Finance for its Wealth Management division. The successful candidate will be a key leader in the organization, responsible for strategic financial management processes that align with the business's objectives. This role involves leading a team to provide financial insights, drive productivity, and ensure accountability. The VP will be expected to have a strong background in financial management, with a focus on business partnerships, and to be adept at financial forecasting, budgeting, and long-term planning. Collaboration with senior leadership and cross-functional teams is essential to support strategic decision-making and operational efficiency. Applicants for the VP, Finance - Wealth Management position at the company should have a Bachelor's degree in a relevant field, with advanced degrees such as an MBA, CPA, or CFA preferred. A minimum of 10 years' experience in financial management, particularly within the financial services industry, is required. The role demands a leader with a proven track record in strategic financial leadership, strong analytical and problem-solving skills, and excellent communication and presentation abilities. The VP will also be responsible for team leadership, fostering a culture of collaboration and continuous improvement, and ensuring the team is equipped with critical future skills such as AI and digital proficiency. The company values a diverse and inclusive work environment and is committed to the professional development of its employees.
Hiring Manager Title
CFO – Workplace Solutions
Travel Percent
Less than 10%
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