Senior Finance Director, Wealth Platform P&L & Data

NewEdge Capital Group; New Orleans (LA); On-site; USD 220,000 - 360,000; Full time

Job summary

NewEdge Advisors (NEA) sits within NewEdge Capital Group and seeks a Senior Finance Director in New Orleans to own the divisional financial narrative, planning, and analysis. You will oversee month-close, reconciliations, and billing accuracy while guiding a two-person team and partnering with the parent finance function.

You’ll manage advisor economics across affiliation models, revenue integrity, and unit profitability, taking ownership of numbers, controls, and timely reporting for NEA.

Qualifications

• 10+ years of progressive finance experience in wealth management or securities-industry organizations providing investment advisory services
• Hybrid RIA/broker-dealer platform experience strongly preferred
• Hands-on custodian and clearing economics experience across platforms and pricing

Responsibilities

• Own NEA’s annual budget, quarterly reforecasts, and long-range plan including revenue by advisor group and channel
• Lead monthly operating reviews with the CEO and leadership team; translate results into decisions
• Manage NEA’s P&L in close partnership with the parent-company finance team
• Develop KPIs and data infrastructure to support NEA leadership
• Lead a lean divisional finance team of two across close, reconciliation, and reporting
• Partner with M&A on deals affecting NEA; provide realistic projections and post-close performance

Skills

Finance leadership

Wealth management

Data analytics

Advanced Excel

Power BI

Advisory fee billing

M&A finance

Builder mindset

Education

Bachelor’s degree in finance/economics/accounting

FINRA SIE/Series 7/65/66

Tools

Softek

Orion

Salesforce

Dynamics 365

Job description

NewEdge Advisors (NEA) sits within NewEdge Capital Group and seeks a Senior Finance Director in New Orleans to own the divisional financial narrative, planning, and analysis. You will oversee month-close, reconciliations, and billing accuracy while guiding a two-person team and partnering with the parent finance function.

You’ll manage advisor economics across affiliation models, revenue integrity, and unit profitability, taking ownership of numbers, controls, and timely reporting for NEA.