Managing Director - CFO Advisory Services - job 1 of 3

About Our Client

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.

Position Overview

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.

Key Responsibilities

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

·        Develop and manage relationships with clients  

·        Lead major client acquisition initiatives

·        Develop pricing strategies and service offerings that align with market demands

·        Ensure highest levels of discretion and confidentiality for all client relationships

·        Represent the company at industry conferences, forums, and networking events

Operational Excellence

·        Oversee delivery of strategic CFO advisory services

·        Collaborate with clients’ advisory teams to enhance strategic planning and financial decision-making

·        Manage bill-pay services for clients

·        Ensure consistent service quality and client satisfaction

·        Implement robust security protocols and confidentiality measures for operations

·        Establish scalable processes and systems to support rapid growth

·        Manage risk and compliance across all client relationships

·        Oversee technology infrastructure for secure financial transactions and reporting

Team Leadership & Development

·        Build, lead, and mentor a high-performing team of finance professionals

·        Develop talent acquisition and retention strategies

·        Foster a culture of excellence, innovation, and client-centricity

Financial Stewardship

·        Oversee financial performance, budgeting, and forecasting

·        Ensure robust financial controls and reporting mechanisms

·        Drive profitability improvements and operational efficiency initiatives

Education & Credentials

·        Bachelors in Accounting, Finance or related field

·        CPA, CFA, or similar professional accounting/finance certification would be strongly preferred

Experience

·        10+ years of progressive leadership experience in finance, , private wealth management, or other professional services

·        Experience managing UHNWI or family office operations

·        Experience in developing and executing a professional services strategy and business model with P&L responsibility

·        Background in bill-pay operations, wealth management, or private banking preferred

Technical Skills

·        Deep expertise in finance, financial planning & analysis, and strategic financial advisory

·        Proven ability to provide strategic financial guidance and decision-support

·        Knowledge of bill-pay processing systems, wealth management platforms, and private banking operations

·        Understanding of payment processing, wire transfers, and secure financial transaction systems

·        Knowledge of industry-specific regulatory requirements

·        Expertise in confidentiality protocols and data security for clients

Leadership Competencies

·        Exceptional communication and presentation skills for C-suite audiences

·        Proven ability to build and scale high-performing organizations

·        Change management and organizational transformation experience

Compensation & Benefits

·        Highly competitive base salary commensurate with experience (400k+ Base)

·        Performance-based bonus tied to company and individual objectives

·        Equity participation with significant upside potential

·        Comprehensive health, dental, and vision insurance

·        Retirement savings plan with company matching

Work Environment

·        Opportunity to lead a rapidly growing, industry-leading organization

·        Collaborative, entrepreneurial culture with high autonomy

·        Flexible work arrangements including hybrid options

·        Opportunity to work and collaborate with UHNWI

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.