Director of Finance

Trinity Technology Solutions LLC; Washington (District of Columbia); On-site; USD 180,000 - 300,000; Full time

Job summary

A wealth management firm in Washington is seeking an experienced Finance Director. This high-impact role involves overseeing financial operations, enhancing efficiency, and driving long-term growth. The ideal candidate will have 10-15 years of experience, including a strong background in RIA and high-net-worth management. Key qualifications include a relevant degree, leadership skills, and proficiency with financial tools like Microsoft Excel and Power BI. This position offers a chance to shape the firm's future while working closely with leadership.

Qualifications

• 10-15 years of progressive experience in accounting and finance, with at least 3 years in an RIA focused on high-net-worth wealth management.
• Strong understanding of RIA business models and regulatory environment.
• Proficiency with financial processes and systems.
• Experience scaling operations in growing firms ($2B–$10B AUM).
• Proficiency with portfolio accounting systems, CRMs, Excel/Power BI.
• CPA is a plus; FP&A, budgeting and KPI development.
• Excellent leadership, communication and collaboration skills.
• Hands-on contributor in lean, scalable infrastructure.

Responsibilities

• Oversee financial operations and partner with leadership for business growth.
• Implement systems and scale infrastructure within the firm.
• Lead initiatives for operational efficiency and strategic decision-making.
• Lead FP&A, budgeting, forecasting and KPI development.
• Serve as trusted strategic partner for long-term business planning.

Skills

Financial modeling

Budgeting

Leadership

Communication

Interpersonal skills

Excel/Power BI

Portfolio accounting

Leadership

Communication

RIA regulatory knowledge

RIA business models

Education

Bachelor’s degree in Accounting, Finance, Mathematics, Statistics, or similar STEM-based major

Tools

Microsoft Excel

Power BI

Portfolio accounting systems

CRMs

QuickBooks

Tally

NAV administration

Job description

Our client is a rapidly growing independent RIA/wealth management firm with a multinational footprint and over $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients. The firm is seeking an experienced Finance Director with a background in wealth management or financial services and a broad understanding of the RIA business model and regulatory environment.

This is a high-impact, individual contributor role that not only oversees financial operations but also partners closely with firm leadership to drive long-term growth, enhance operational efficiency, and scale the business for the future.

Qualifications of the Director of Finance:

• Bachelor’s degree in Accounting, Finance, Mathematics, Statistics, or a similar STEM-based major.
• 10-15 years of progressive experience in accounting and finance, including ideally at least 3 years within an RIA specifically focused on high-net-worth wealth management.
• Strong understanding of RIA business models, fee structures, and regulatory environment.
• Experience within a smaller, rapidly growing firm, with demonstrated success scaling operations within approximately $2 billion to $10 billion in AUM.
• Proficiency with portfolio accounting systems, CRMs, and Microsoft Excel/Power BI.
• CPA is a plus
• Expertise in FP&A, financial modeling, budgeting, and KPI development.
• Proven ability to serve as a trusted strategic partner with the vision to think broadly about the business and its long-term growth.
• Demonstrated ability to improve processes, implement systems, and scale infrastructure in a growing firm.
• Familiarity with platforms such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, and NAV administration is a plus
• Excellent leadership, communication, and interpersonal skills.
• Comfortable operating in a lean environment, building infrastructure and scaling for growth, while serving as a hands-on individual contributor handling day-to-day responsibilities and partnering strategically with leadership.