Director of FP&A - Wealth Management
JCW Group
JCW Search is partnering with a well-established investment firm and RIA in New York City to hire a Director of FP&A. The role combines financial planning and analysis of the firm's investments with ownership of compensation analysis, and it works closely with senior leadership on strategic decisions.
What you'll do:
- Lead budgeting, forecasting, and long-range planning across the firm and its investment activities
- Analyze investment performance, returns, and revenue drivers to support strategic and capital allocation decisions
- Own compensation analysis and modeling, including advisor and investment team comp structures, incentive and bonus plans, and benchmarking
- Build and maintain financial models, dashboards, and KPI reporting for executive leadership and partners
- Deliver variance analysis and insight on firm profitability, AUM trends, and fee revenue
- Partner with finance, investment, and HR teams internally.
What we're looking for:
- 8+ years of FP&A experience, ideally within asset management, wealth management, or an RIA
- Deep experience with compensation analysis and modeling in a financial services setting
- Strong understanding of investment economics, AUM-based revenue models, and fee structures
- Advanced Excel and financial modeling skills; (Adaptive / Anaplan / BI tools) a plus
- CFA, CPA, or MBA preferred
- Comfortable presenting to senior leadership and translating data into clear recommendations
Vacancy posted 19 hours ago
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