Chief Financial Officer (CFO), Investment Services Job at Confidential in Boston

Chief Financial Officer (CFO), Investment Services

About the Company

Expanding provider of investment management, research & trading services

Industry
Financial Services

Type
Public Company

Founded
1792

Employees
10,001+

Categories

• Financial Services
• Investment Management
• Consulting & Professional Services
• B2B
• Asset Management
• Boston
• Finance
• Insurance
• Publicly Traded
• Angel Investment
• Banking

Specialties

• investment management
• custodian
• etf
• financial products
• fund accounting
• relationship management
• research
• trading
• and investment servicing

Business Classifications

• B2B

About the Role

The Company is seeking a Business Unit Chief Financial Officer for Investment Services. This executive will be a key partner to the President of Investment Services, providing strategic financial leadership, and ensuring the integrity of financial reporting, planning, and analysis. The role requires a seasoned professional with experience in leading finance transformation, particularly in the financial services and banking capital markets. The successful candidate will be responsible for driving commercial decision-making, shaping business strategy, and leading all financial planning and performance management processes for the business unit. They must also have a strong background in global financial management, including regulatory compliance, and be adept at delivering commercial insights to drive revenue growth and optimize capital. Applicants for the Business Unit CFO position at the company should have an advanced degree in finance, economics, or business, with an MBA or CPA/CFA preferred. The role demands exceptional leadership, team-building, and communication skills, as well as a proven track record in leading complex financial operations across multiple geographies. The CFO will also be involved in M&A activities, including financial due diligence and post-merger integration planning. A strong focus on risk management, a culture of accountability, and a commitment to continuous improvement are essential. The ideal candidate will have a background in front-office intensive environments, be adept at fostering a culture of 'Risk Excellence,' and be capable of leading a high-performing finance team across different regions.

Hiring Manager Title
Chief Financial Officer

Travel Percent
Less than 10%

Functions

• Finance