Managing Director - CFO Advisory Services

CFO Advisory And Bill-Pay Division Leader

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.

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.

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

Develop and manage relationships with clients

Lead major client acquisition initiatives

Develop pricing strategies and service offerings that align with market demands

Ensure highest levels of discretion and confidentiality for all client relationships

Represent the company at industry conferences, forums, and networking events

Operational Excellence

Oversee delivery of strategic CFO advisory services

Collaborate with clients' advisory teams to enhance strategic planning and financial decision-making

Manage bill-pay services for clients

Ensure consistent service quality and client satisfaction

Implement robust security protocols and confidentiality measures for operations

Establish scalable processes and systems to support rapid growth

Manage risk and compliance across all client relationships

Oversee technology infrastructure for secure financial transactions and reporting

Team Leadership & Development

Build, lead, and mentor a high-performing team of finance professionals

Develop talent acquisition and retention strategies

Foster a culture of excellence, innovation, and client-centricity

Financial Stewardship

Oversee financial performance, budgeting, and forecasting

Ensure robust financial controls and reporting mechanisms

Drive profitability improvements and operational efficiency initiatives