Managing Director - CFO Advisory Services

About Our Client

Our client is a leading provider of CFO advisory, bill-pay, and comprehensive financial management solutions for Ultra High Net Worth Individuals (UHNWI). Their clients rely on them for strategic financial insights and guidance on a high-touch, discrete basis. Their clients depend on their expertise to navigate complex financial and non-financial situations.

Position Overview

Our client is seeking an exceptional leader to lead their growing CFO Advisory and Bill-Pay division and drive the next phase of expansion across private wealth segments. This senior leadership role combines strategic leadership, business development, and operational excellence to position the company as the premier choice for UHNWI seeking strategic CFO advisory services and / or bill-pay solutions.

The successful candidate will be responsible for overall performance, client satisfaction, team development, and market expansion while maintaining the highest standards of advisory excellence, discretion, and professional service delivery.

Key Responsibilities

Strategic Leadership

• Develop and execute business strategy to achieve growth targets
• Drive innovation in service delivery models and technology adoption
• Position the firm as a trusted strategic partner for its clients
• Lead market expansion initiatives
• Establish strategic partnerships and alliances to enhance market position

Business Development & Client Management

Operational Excellence

Team Leadership & Development

Financial Stewardship

Education & Credentials

Experience

Technical Skills

Leadership Competencies

Compensation & Benefits

Work Environment

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement : Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity : Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations : Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information : For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws : Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment : Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation : Keller Executive Search and / or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity :

State-Specific Information :

Veteran Status : Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information : In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws : Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note : This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

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