Director of Financial Planning

Incedo Inc.; New Jersey; Hybrid; USD 130,000 - 180,000; Full time

Job summary

A financial services company is seeking a Financial Director based in New Jersey. The ideal candidate will have expertise in wealth management and banking operations. Responsibilities include developing financial strategies, overseeing high-value client portfolios, and ensuring compliance with regulations. Strong analytical and leadership skills are essential for driving financial growth. This position offers an opportunity to collaborate with executive leadership and shape long-term financial strategies.

Qualifications

• Experience in wealth management, banking operations, and card products.
• Strong leadership skills to drive financial strategy.
• Familiarity with regulatory compliance in financial operations.

Responsibilities

• Drive financial strategy and oversee wealth portfolios.
• Optimize banking and card product performance.
• Ensure regulatory compliance across all operations.
• Lead budgeting, forecasting, financial modeling, and performance analysis.

Skills

Wealth Management

Analytical Skills

Regulatory Compliance

Financial Strategy Development

Budgeting and Forecasting

Job description

Financial Director

Location: New Jersey (On-site/Hybrid)

Employment Type: Full-Time

About the Role

We are seeking an experienced Financial Director with strong expertise in wealth management, banking operations, and card products (credit/debit/prepaid). The ideal candidate will drive financial strategy, oversee wealth portfolios, optimize banking and card product performance, and ensure regulatory compliance across all financial operations.

This role requires a strategic leader with deep industry knowledge, strong analytical skills, and the ability to collaborate with executive leadership to shape long‑term financial growth.

Key Responsibilities

• Wealth Management
• Oversee high‑value client portfolios, ensuring optimal asset allocation and risk management.
• Lead wealth strategy development across investments, estate planning, insurance, and tax optimization.
• Analyze financial markets and recommend portfolio adjustments aligned with client goals.

Financial Leadership & Strategy

• Develop and execute financial strategies aligned with organizational objectives.
• Lead budgeting, forecasting, financial modeling, and performance analysis.
• Provide regular reporting and strategic recommendations to C‑level leadership.
• Supervise and mentor finance teams across wealth, banking, and card verticals.

Best Regards,

Deepak Gulia

Sr. Talent Acquisition-USA

https://www.linkedin.com/in/deepak-gulia-308a2b9b/