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. What You’ll Lead: 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 What We’re Looking For: 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 Requirements: Bachelor’s degree required; MBA or Master’s in Finance/Tax strongly preferred Why This Role Stands Out: 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 View email address on click.appcast.io for a confidential discussion. #J-18808-Ljbffr The Hiring Advisors LLC