Director of FP&A - Wealth Management
Full-time
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 activitiesAnalyze investment performance, returns, and revenue drivers to support strategic and capital allocation decisionsOwn compensation analysis and modeling, including advisor and investment team comp structures, incentive and bonus plans, and benchmarkingBuild and maintain financial models, dashboards, and KPI reporting for executive leadership and partnersDeliver variance analysis and insight on firm profitability, AUM trends, and fee revenuePartner 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 RIADeep experience with compensation analysis and modeling in a financial services settingStrong understanding of investment economics, AUM-based revenue models, and fee structuresAdvanced Excel and financial modeling skills; [Adaptive / Anaplan / BI tools] a plusCFA, CPA, or MBA preferredComfortable presenting to senior leadership and translating data into clear recommendations
Vacancy posted 3 days ago
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