Finance Director

7 hours ago

New York, New York, United States Keller Executive Search Full time
Job Title: Finance Director

Our client, a leading private banking institution, 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.

Key Responsibilities:
  • 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
Preferred Qualifications:
  • 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

Equal Employment Opportunity and Non-Discrimination Policy

Both Keller Executive Search and our clients are Equal Opportunity Employers. 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.

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

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. If you need assistance or an accommodation, please contact us at .

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

For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy .

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.

Additional Assistance

If you need further assistance to fully engage in our application process, please contact .

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.

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