Finance Director

Our client, a prestigious private banking institution with a global presence, is seeking an experienced Finance Director to join their leadership team. This role offers an exciting opportunity to drive financial strategy and performance in the dynamic world of private banking and wealth management.

The Finance Director will be responsible for overseeing all financial operations of the private banking division, providing strategic financial leadership, and ensuring the bank's financial health and compliance with regulatory requirements. This role requires a deep understanding of the private banking sector, strong analytical skills, and the ability to translate complex financial data into actionable insights for senior management.

• Develop and implement financial strategies aligned with the bank's overall business objectives
• Lead the budgeting, forecasting, and financial planning processes for the private banking division
• Oversee financial reporting, including the preparation of monthly, quarterly, and annual financial statements
• Manage the division's capital and liquidity positions in compliance with regulatory requirements
• Provide financial analysis and insights to support decision-making on new products, services, and markets
• Lead pricing strategies for private banking products and services
• Oversee the financial aspects of client portfolios and investment performance reporting
• Manage relationships with external auditors, regulators, and other financial stakeholders
• Develop and maintain robust financial controls and risk management processes
• Lead and develop a team of finance professionals, fostering a culture of excellence and continuous improvement
• Collaborate with other departments to drive operational efficiencies and cost management initiatives
• Participate in mergers, acquisitions, and other strategic initiatives from a financial perspective

Requirements

• Bachelor's degree in Finance, Accounting, or related field; MBA or advanced degree preferred
• Professional qualification such as CPA, CA, CFA, or equivalent
• 10+ years of progressive experience in finance, with at least 5 years in senior roles within the banking or financial services sector
• Strong knowledge of private banking regulations, Basel III requirements, and international accounting standards (IFRS and US GAAP)
• Excellent analytical and problem-solving skills, with the ability to translate complex financial data into strategic insights
• Strong leadership and communication abilities, with experience managing cross-functional teams
• Proficiency in financial modeling, forecasting, and data analytics tools
• Solid understanding of wealth management products and services

• Experience in multiple areas of banking (e.g., retail, commercial, investment banking)
• Knowledge of fintech innovations and their impact on private banking
• Multilingual capabilities
• Experience with digital transformation initiatives in finance

Benefits

Attractive base salary commensurate with experience ($200k - $220k)

Performance-based annual bonus

Long-term incentive plan

Comprehensive health, dental, and vision insurance

Retirement savings plan with employer match

Generous paid time off and holiday schedule

Professional development opportunities and support for continuing education

Life and disability insurance

Employee assistance program

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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. 

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• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

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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.