Join a top-tier financial institution known for its excellence in wealth management, client-focused solutions, and industry leadership. This organization serves high-net-worth individuals, families, and businesses, offering a full suite of investment, estate, and financial planning services.\r\n
As a Director of Wealth Management, you will play a key role in driving strategic growth, developing client relationships, and leading a high-performing advisory team. This is an opportunity to join a dynamic environment that values innovation, collaboration, and a commitment to delivering exceptional financial solutions.\r\n
Responsibilities of the Director, Wealth Management is as follows but not limited to:\r\nProvide expert guidance on complex accounting matters, addressing technical inquiries and communicating insights to senior leadership throughout the issue lifecycle.\r\nOversee the financial close process, ensuring accurate and timely reporting of results, as well as preparing key disclosures for senior management and external reporting.\r\nManage internal controls and governance, driving a risk-based approach to SOX and non-SOX processes, identifying emerging risks, and maintaining a strong control environment.\r\nOversee financial infrastructure, including reporting structures, system enablement, and month-end close processes, continuously improving efficiency and control measures.\r\nServe as the primary finance liaison across multiple business functions, collaborating with key regional and global teams to enhance financial oversight.\r\nOwn the balance sheet attestation process, working with stakeholders to resolve recurring issues and strengthen financial controls.\r\nFoster strong relationships with business leaders and finance partners to drive strategic alignment and provide expert financial insights.\r\n\r\n
TMGNY\r\n"