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. 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.

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.

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.

Responsibilities of the Director, Wealth Management is as follows but not limited to:

• Provide expert guidance on complex accounting matters, addressing technical inquiries and communicating insights to senior leadership throughout the issue lifecycle.
• Oversee the financial close process, ensuring accurate and timely reporting of results, as well as preparing key disclosures for senior management and external reporting.
• Manage internal controls and governance, driving a risk-based approach to SOX and non-SOX processes, identifying emerging risks, and maintaining a strong control environment.
• Oversee financial infrastructure, including reporting structures, system enablement, and month-end close processes, continuously improving efficiency and control measures.
• Serve as the primary finance liaison across multiple business functions, collaborating with key regional and global teams to enhance financial oversight.
• Own the balance sheet attestation process, working with stakeholders to resolve recurring issues and strengthen financial controls.
• Foster strong relationships with business leaders and finance partners to drive strategic alignment and provide expert financial insights.

TMGNY

• Professional accounting designation (CPA or equivalent) with 10+ years of experience, including expertise in financial reporting, regulatory disclosures, and internal controls.
• Proven leadership in managing teams and fostering collaboration across multiple stakeholders.
• Strong analytical mindset with a commitment to governance, proactive problem-solving, and a sense of urgency in issue resolution.
• Ability to manage multiple priorities in a fast-paced environment, handling high-level executive requests effectively.
• Excellent communication and leadership skills, with the ability to influence key stakeholders and drive alignment across diverse teams.
• Strong organizational, critical thinking, and problem-solving abilities.
• Capable of making independent decisions and adapting quickly to evolving responsibilities.
• Skilled in engaging with senior finance leaders and external auditors, presenting complex information clearly and concisely.