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Managing Director - CFO Advisory Services

Managing Director - CFO Advisory Services

Keller Executive SearchDallas, TX, US
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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
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