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

Operational Excellence

Team Leadership & Development

Financial Stewardship