Chief Financial Officer

This is a career-defining CFO opportunity
.

We’re partnering with a highly respected, multi-office wealth management organization seeking a Chief Financial Officer to join its executive leadership team. This role is ideal for a seasoned finance leader who thrives in complex, regulated environments
, understands the nuances of fiduciary and investment operations
, and brings both strategic vision and operational rigor.

The CFO will serve as a trusted advisor to senior leadership and the Board, with full ownership of the firm’s financial infrastructure, risk management, and long-term planning.

• Act as a key member of the executive team, advising leadership and the Board on financial performance, strategy, and risk
• Prepare and present financial reporting, forecasts, and insights to Boards and Audit Committees
• Partner with senior leaders on long-term planning, capital allocation, and organizational priorities
• Oversee all accounting and finance functions across the enterprise and its affiliated entities
• Ensure compliance with GAAP, regulatory standards, and audit requirements
• Lead annual budgeting, forecasting, and ongoing performance analysis
• Manage relationships with external auditors, regulators, and advisors
• Co-lead enterprise strategic planning initiatives focused on sustainable growth and shareholder value
• Oversee enterprise risk management, internal controls, and audit coordination
• Ensure appropriate insurance coverage and risk mitigation strategies are in place
• Provide leadership over corporate and client-related tax planning and compliance
• Oversee partnership accounting, investment funds, and related reporting
• Ensure alignment with fiduciary obligations, regulatory expectations, and best practices
• Lead, mentor, and develop finance and accounting teams
• Build a high-accountability, high-trust culture rooted in excellence and integrity
• Partner with external professionals while maintaining internal ownership

• 10+ years in senior finance or accounting leadership roles
• Deep experience in wealth management, trust services, fiduciary, or family office environments
• Strong background in budgeting, forecasting, and cost management
• Expert knowledge of GAAP and evolving accounting standards
• Experience interfacing with Boards, Audit Committees, and regulators
• Proven ability to build credibility with high-net-worth individuals and stakeholders
• Strong leadership, communication, and relationship-building skills

• Bachelor’s degree required;
  MBA or Master’s in Finance/Tax strongly preferred

• Executive-level visibility and influence
• Opportunity to shape the long-term financial strategy of a legacy organization
• Broad scope across finance, risk, tax, and governance
• Stable, values-driven culture with long employee tenure
• Meaningful partnership with leadership and the Board

📩
If you’re a senior finance leader with deep wealth management experience and are ready for a true executive seat at the table, let’s connect.

Apply directly or email  for a confidential discussion.