Strategic Finance Director – Wealth, Banking & Cards

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

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.