Support the Investment Advisor Group (IAG) by delivering impactful, insight‑driven financial analysis to business partners
Lead a broad range of analytics, financial management activities, and strategic business partner support
Drive improved outcomes and financial performance across the organization
Produce consultative analytics and executive‑level recommendations for key strategic priorities, business performance management, annual planning, and goal setting for IAG leadership
Collaborate closely with the Compensation team on Advisor compensation strategy and execution
Mentor and guide junior financial analysts within the group

Bachelor’s degree in Finance, Economics, or related field; MBA or advanced degree preferred
10+ years of Finance experience with a strong track record in financial modeling and analysis
FP&A and line‑finance experience, with proven ability to partner effectively with senior leaders
Exceptional management, analytical, communication, conceptual thinking, project management, and problem‑solving skills
Ability to both lead and contribute within team environments
Confidence, business maturity, and presence to work independently and collaborate across all organizational levels, including with senior executives
Demonstrated project management experience, including establishing timelines and overseeing full project lifecycles
Strong interpersonal skills with the ability to build consultative, cross‑functional relationships
Ability to quickly gain subject‑matter expertise and apply institutional knowledge to produce high‑quality analytics
Proven ability to manage multiple priorities in a deadline‑driven environment, with comfort navigating ambiguity
Initiative and creativity in challenging conventional approaches and driving innovative solutions
Demonstrated leadership skills with the ability to develop financial analyst talent
Ability to prioritize, delegate, and lead effectively in a matrixed environment, understanding when to involve other centers of excellence

Director, Finance

Key skills