🚨 Now Hiring: Chief Financial Officer | Wealth Management / Trust Services 🚨
đź“Ť Orange County | Executive Leadership Role
💼 Finance • Strategy • Governance • Fiduciary Services
This is a career-defining CFO opportunity.
We’re partnering with a highly respected, multi-office wealth management organization seeking a Chief Financial Officer to join its executive leadership team. This role is ideal for a seasoned finance leader who thrives in complex, regulated environments, understands the nuances of fiduciary and investment operations, and brings both strategic vision and operational rigor.
The CFO will serve as a trusted advisor to senior leadership and the Board, with full ownership of the firm’s financial infrastructure, risk management, and long-term planning.
What You’ll Lead:
- Act as a key member of the executive team, advising leadership and the Board on financial performance, strategy, and risk
- Prepare and present financial reporting, forecasts, and insights to Boards and Audit Committees
- Partner with senior leaders on long-term planning, capital allocation, and organizational priorities
- Oversee all accounting and finance functions across the enterprise and its affiliated entities
- Ensure compliance with GAAP, regulatory standards, and audit requirements
- Lead annual budgeting, forecasting, and ongoing performance analysis
- Manage relationships with external auditors, regulators, and advisors
- Co-lead enterprise strategic planning initiatives focused on sustainable growth and shareholder value
- Oversee enterprise risk management, internal controls, and audit coordination
- Ensure appropriate insurance coverage and risk mitigation strategies are in place
- Provide leadership over corporate and client-related tax planning and compliance
- Oversee partnership accounting, investment funds, and related reporting
- Ensure alignment with fiduciary obligations, regulatory expectations, and best practices
- Lead, mentor, and develop finance and accounting teams
- Build a high-accountability, high-trust culture rooted in excellence and integrity
- Partner with external professionals while maintaining internal ownership
What We’re Looking For:
- 10+ years in senior finance or accounting leadership roles
- Deep experience in wealth management, trust services, fiduciary, or family office environments
- Strong background in budgeting, forecasting, and cost management
- Expert knowledge of GAAP and evolving accounting standards
- Experience interfacing with Boards, Audit Committees, and regulators
- Proven ability to build credibility with high-net-worth individuals and stakeholders
- Strong leadership, communication, and relationship-building skills
Requirements:
- Bachelor’s degree required; MBA or Master’s in Finance/Tax strongly preferred
- CPA preferred; CFA a plus
Why This Role Stands Out:
- Executive-level visibility and influence
- Opportunity to shape the long-term financial strategy of a legacy organization
- Broad scope across finance, risk, tax, and governance
- Stable, values-driven culture with long employee tenure
- Meaningful partnership with leadership and the Board
📩 If you’re a senior finance leader with deep wealth management experience and are ready for a true executive seat at the table, let’s connect.
Apply directly or email Andrew@thehiringadvisors.com for a confidential discussion.
