Director of CFO Advisory and Bill-Pay Services

CFO Advisory and Bill-Pay Division Leader Join our client, a premier provider of CFO advisory, bill-pay, and comprehensive financial management solutions tailored for Ultra High Net Worth Individuals (UHNWI). They are renowned for delivering strategic financial insights and high-touch, discreet services. Clients trust them to expertly navigate complex financial and non-financial landscapes. We are looking for an extraordinary leader to guide our expanding CFO Advisory and Bill-Pay division and facilitate its next stage of growth. This pivotal senior leadership role encompasses strategic oversight, business development, and operational excellence, ultimately positioning the firm as the go-to choice for UHNWI pursuing top-notch CFO advisory services or bill-pay solutions. Strategic Leadership Craft and implement a dynamic business strategy to meet growth objectives. Innovate service delivery models and embrace cutting-edge technology. Establish the firm as a reliable strategic ally for clients. Lead initiatives for market expansion. Form strategic alliances to bolster market presence. Business Development & Client Management Forge and maintain strong relationships with clients. Steer major client acquisition campaigns. Develop pricing strategies and tailored service offerings that align with market needs. Maintain the utmost discretion and confidentiality in client dealings. Represent the company at industry conferences, forums, and networking events. Operational Excellence Oversee the delivery of impactful CFO advisory services. Collaborate with clients’ advisory teams to strengthen strategic planning and financial decision-making. Manage bill-pay services with precision and care. Ensure unparalleled service quality and client satisfaction. Implement rigorous security protocols and confidentiality measures. Establish scalable processes and systems to support rapid growth. Manage risk and compliance for all client relationships. Oversee technology infrastructure for secure financial transactions and reporting. Team Leadership & Development Build and lead a high-performing team of finance professionals. Develop comprehensive talent acquisition and retention strategies. Cultivate a culture rooted in excellence, innovation, and client focus. Financial Stewardship Supervise financial performance, budgeting, and forecasting. Ensure rigorous financial controls and reporting frameworks. Drive initiatives for improved profitability and operational efficiency.