Strategic CFO for Wealth & Private Funds Growth
Pennington Partners & Co.
A premier financial services firm is seeking a Chief Financial Officer (CFO) to lead financial management and strategic initiatives. The ideal candidate will have over 8 years of experience in finance, particularly in a multi-family office or similar environment. Key responsibilities include overseeing accounting and financial operations, managing investor relationships, and developing innovative financial strategies. This role offers competitive compensation and a vibrant culture focused on integrity and collaboration. #J-18808-Ljbffr
- ...Chief Financial Officer (CFO) About the Firm Founded in... ...generational families with integrated wealth and investment solutions.... ...in assets across advisory, private funds, and affiliated entities,... ..., fund operations, and strategic growth initiatives. This is a high‑...PrivateFull timeTemporary workWork at officeLocal areaWork from homeWorldwide
$160k - $190k
...Chief Financial Officer (CFO) Baltimore, Maryland... ...agencies, and private stakeholders around shared... ...resources are deployed strategically, systems are integrated... ...organizational growth Vendor Management &... ...revenue forecasting and funding strategy Ensure alignment...PrivateFull timeContract workFor contractorsWork at officeMonday to Friday$87k - $148k
...Investment Operations business unit at T. Rowe Price, our Private Company Fund Administration & Accounting (FA&A) department includes professionals... ...-hoc analyses and advice and may provide some insights to strategic initiatives as requested.Qualifications:Required:Bachelor's...PrivateFull timeWork experience placementLocal areaRemote work1 day per week$61k - $119k
...including investments for growth, insurance for... ...and more Fully company-funded retirement package and... ...and Northwestern Mutual Wealth Management Company (NMWMC... ...commissions and fees, Strategic Employee Benefits Services... ...Investment Advisor - PNC Private Bank Rosedale, MD $50,0...PrivateFull timeContract workFor contractorsInternshipWork at office- ...Chief Financial Officer (CFO) About the Company Mission-... ...leadership team. The CFO will be a strategic partner in advancing the... ...revenue model and managing diverse funding streams is also preferred. The... ...organization's mission and growth. Hiring Manager Title...Suggested
- ...Chief Financial Officer (CFO) About the Company Strategic fuel and propane distributor focused on scalable growth and operational excellence... ...Oil & Energy Type Privately Held About the Role... ...overseeing the investment of funds, and managing the financial...
- JPMorganChase in Baltimore is seeking a Private Banker to advise clients on wealth management and investment strategies. You will manage client relationships, generate new business, and offer holistic advice on asset allocation and wealth planning. The ideal candidate...Private
$260k - $325k
...seeking a Chief Financial Officer (CFO) to serve as AURA's senior financial executive, providing strategic leadership and oversight for... ...AURA’s ground-based Centers, funded primarily by cooperative... ...culture of enablement, respect, growth and development, and continuous...Full timeContract workFor contractorsWork at officeLocal areaWorldwideRelocationFlexible hours$300k
...INVESTMENT FUNDS ASSOCIATE ATTORNEYInvestment Management & Funds Practice GroupOpen to... ...for a diverse client base that includes private equity sponsors, hedge fund managers, credit... ...collaboration, and long-term professional growth. The practice supports senior attorneys...PrivateWork at office$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...private company from inception to growth, maturity and transition. Our... ...focus on key issues like wealth management, compliance, cash... ...goals and objectives- Applying strategic advising to enhance project outcomes...PrivateFull timeH1b$150k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...private company from inception to growth, maturity and transition. Our... ...focus on key issues like wealth management, compliance, cash... ...you are expected to set the strategic direction and lead business development...PrivateFull timeH1b$160k
...reports and summaries, and creating forecasts predicting future growth. The role will also oversee the Accounting and Finance... .... Assist in drafting financial communications to shareholders; private placement memoranda for prospective shareholders; regulatory responses...PrivateWork experience placementBank staffWork at office$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...overseas tax affairs, while acting as a strategic consultant related to business analysis,... ...This role is crucial in driving business growth, shaping client engagements, and...Full timeH1bLocal areaOverseas- ...Chief Financial Officer (CFO) About the Company Impact-driven organization operating... ...organization. The role demands a strategic thinker with a high level of proficiency... ...support its current operations and future growth. Hiring Manager Title Chief Financial...
$70k - $90k
Overview This Venture Capital / Private Equity firm is one of the largest VC firms in MD,... ...compensation package. Due to significant growth, for the first time this organization is... ...Venture Capital / Private Equity world. The Fund Controllers will consider candidates with...PrivateFull timeWork at office2 days per week$99k - $266k
...& SummaryA career within PwC Private will provide the opportunity... ...private company from inception to growth, maturity and transition. Our... ...focus on key issues like wealth management, compliance, cash... ...maintenance and renewals- Focus on strategic planning and mentoring junior...PrivateFull timeContract workH1b$115k - $150k
...an independent investment management and strategic advisory firm committed to delivering a... ...are equity owners of the firm.Fiduciary & Private Client Tax ManagerBrown Advisory is... ...technical knowledge of fiduciary income tax, wealth transfer (estate, gift, and GST)...PrivateFull timeTemporary workH1bWork at officeLocal areaWorldwide- ...seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking... ...and the aptitude to foster professional growth within our staff. This position offers... ...financial services sector, such as hedge funds, private equity, and other investment-...PrivateFull timeTemporary workPrivate practiceWork at officeLocal area
$80k - $105k
...an independent investment management and strategic advisory firm committed to delivering a combination... ...the firm.Position SummaryThe Alternative Funds Administration Team is seeking a detailed... ...experience supporting hedge funds and private equity operations, to fill a role in our...PrivateFull timeTemporary workWork experience placementH1bWork at officeWorldwide$112.1k - $225.5k
...there’s nowhere like RSM.USA, CANADA:Job ResponsibilitiesLeads strategic finance and FP&A consulting engagements, supporting clients with... ...in strategic finance, FP&A, valuation, investment banking, private equity, venture capital, or corporate development environments....PrivateFull timeWork experience placementInternshipLocal area$104.6k - $217.8k
...entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and... ...EY EDGE (Exceptional Delivery and Growth Engine) practice provides specialized tax... ...with experienced professionals on hedge fund, private equity, and mutual fund taxation, including...PrivateFull timeSummer holidayLocal areaFlexible hours$93k - $171.3k
...impact, cross-functional environments? Do you enjoy shaping growth strategy and supporting strategic investment decisions? As a Senior Consultant within US... ..., management consulting, transaction advisory, or private equity2+ years of experience conducting market research...PrivateWork at officeLocal areaRemote workWork from homeVisa sponsorship- ...years of progressively responsible experience in public and/or private finance administration, including four years in an executive or... ...public or private financial administrative capacity. This includes strategic planning, executive-level stakeholder engagement, directing an...PrivateWork at officeLocal area
- ...operations (“ReStores”), government funding and compliance requirements,... ...One Habitat ecosystem, the CFO plays a critical role in... ...Operations Management Serve as strategic business partner to executive... ...both short-term and long-term growth plan of the Organization. Be...Temporary workFor subcontractorWork at officeLocal areaImmediate startRemote workWork from home
$160k
...reports and summaries, and create forecasts predicting future growth. This role will also oversee the Accounting and Finance Department... ...~ Assist in drafting financial communications to shareholders; private placement memoranda for prospective shareholders; regulatory...PrivateWork experience placementBank staffWork at office- ...non-client-facing work Dedicated marketing team to accelerate growth Dedicated operations team to service clients Seamless back-office... ...Remote and hybrid flexibility A seat at the table — advisors directly influence Savvy's product roadmap #J-18808-Ljbffr Savvy WealthPrivateWork at officeRemote work
- ...collaboration with public and private funders, community-based... ...environments that are conducive to growth and development. POSITION... .... Serving as a trusted strategic partner, this position provides... ...accuracy, and compliance with funding requirements Provide strong...PrivateTemporary workWork at officeMonday to FridayFlexible hours
$115k - $125k
...Hybrid 2 days in office) Summary The Senior Fund Accountant position is a newly created... ...leading global venture capital and private equity investment firm headquartered in the... ...benefits and career mobility. In addition to growth and market leadership, the company is...PrivateWork experience placementWork at officeRemote workFlexible hours2 days per week3 days per week$100k - $275k
...experience, including access to the full array of Private Bank and the bank’s capabilities and... ...clients’ needs, preferences, and overall wealth strategy, being responsive to changes in... ...impact and contribute to the sustainable growth of our business and the communities we...PrivateShift workDay shift$150k - $170k
...investment capabilities that span public and private markets across asset classes, sharing a... ...; consisting of variable insurance funds, retail mutual funds, ETFs, collective investments... ..., governance, and execution of strategic fund administration initiatives across mutual...PrivateFull timeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic CFO for Wealth & Private Funds Growth. Be the first to apply!
- cfo Baltimore, MD
- construction cfo Baltimore, MD
- chief financial officer cfo Baltimore, MD
- hedge fund cfo Baltimore, MD
- chief financial officer Baltimore, MD
- cfo real estate Baltimore, MD
- cfo healthcare Baltimore, MD
- private events Baltimore, MD
- private wealth management Baltimore, MD
- private equity accountant Baltimore, MD


