Finance Director: Growth & Strategy for Wealth Management

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.

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.

Skills

Financial modeling

Budgeting

Leadership

Communication

Interpersonal skills

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

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.