Title
Chief Financial Officer – Wealth Management Platform
Location: Boston, Hybrid
Salary
$175,000 – $300,000 total compensation depending on experience
Why This Opportunity Stands Out
- Executive leadership role within a sophisticated wealth management platform
- Direct partnership with senior leadership on investment strategy, capital allocation, and long-term financial planning
- Oversight of a diversified investment portfolio including real estate and private investments
- Highly visible position with influence across financial strategy, governance, and reporting
- Blend of institutional-quality accounting, investment finance, and strategic leadership
CFO – Wealth Management Key Responsibilities
- Serve as the senior financial leader overseeing all accounting, reporting, and financial strategy across a complex investment platform
- Partner closely with senior leadership on portfolio performance, investment decisions, and capital planning initiatives
- Lead all financial operations including month-end, quarterly, and annual close, with full ownership of consolidated reporting
- Oversee complex entity structures and ensure alignment across investment vehicles and operating entities
- Manage banking, lending, and refinancing relationships across investment holdings
- Deliver executive-level reporting, liquidity planning, and forward-looking portfolio analytics
CFO – Wealth Management Qualifications
- CPA required with a strong foundation in public accounting
- 12+ years of progressive experience within wealth management, private investment platforms, or related environments
- Demonstrated experience supporting sophisticated investment strategies and high-value portfolios
- Expertise in multi-entity structures, tax coordination, and complex investment environments
- Executive presence with the ability to influence and partner with senior leadership
#INAPR2026
