Overview About Our Client: Our client is a leading provider of CFO advisory, bill-pay, and comprehensive financial management solutions for Ultra High Net Worth Individuals (UHNWI). Their clients rely on them for strategic financial insights and guidance on a high-touch, discrete basis, navigating complex financial and non-financial situations. Position Overview Our client is seeking an exceptional leader to lead their growing CFO Advisory and Bill-Pay division and drive the next phase of expansion across private wealth segments. This senior leadership role combines strategic leadership, business development, and operational excellence to position the company as the premier choice for UHNWI seeking strategic CFO advisory services and/or bill-pay solutions. The successful candidate will be responsible for overall performance, client satisfaction, team development, and market expansion while maintaining the highest standards of advisory excellence, discretion, and professional service delivery. Responsibilities Strategic Leadership Develop and execute business strategy to achieve growth targets Drive innovation in service delivery models and technology adoption Position the firm as a trusted strategic partner for its clients Lead market expansion initiatives Establish strategic partnerships and alliances to enhance market position Business Development & Client Management Develop and manage relationships with clients Lead major client acquisition initiatives Develop pricing strategies and service offerings that align with market demands Ensure highest levels of discretion and confidentiality for all client relationships Represent the company at industry conferences, forums, and networking events Operational Excellence Oversee delivery of strategic CFO advisory services Collaborate with clients’ advisory teams to enhance strategic planning and financial decision-making Manage bill-pay services for clients Ensure consistent service quality and client satisfaction Implement robust security protocols and confidentiality measures for operations Establish scalable processes and systems to support rapid growth Manage risk and compliance across all client relationships Oversee technology infrastructure for secure financial transactions and reporting Team Leadership & Development Build, lead, and mentor a high-performing team of finance professionals Develop talent acquisition and retention strategies Foster a culture of excellence, innovation, and client-centricity Financial Stewardship Oversee financial performance, budgeting, and forecasting Ensure robust financial controls and reporting mechanisms Drive profitability improvements and operational efficiency initiatives Requirements Education & Credentials Bachelors in Accounting, Finance or related field CPA, CFA, or similar professional accounting/finance certification would be strongly preferred Experience 10 years of progressive leadership experience in finance, private wealth management, or other professional services Experience managing UHNWI or family office operations Experience in developing and executing a professional services strategy and business model with P&L responsibility Background in bill-pay operations, wealth management, or private banking preferred Technical Skills Deep expertise in finance, financial planning & analysis, and strategic financial advisory Proven ability to provide strategic financial guidance and decision-support Knowledge of bill-pay processing systems, wealth management platforms, and private banking operations Understanding of payment processing, wire transfers, and secure financial transaction systems Knowledge of industry-specific regulatory requirements Expertise in confidentiality protocols and data security for clients Leadership Competencies Exceptional communication and presentation skills for C-suite audiences Proven ability to build and scale high-performing organizations Change management and organizational transformation experience Benefits Compensation & Benefits Highly competitive base salary commensurate with experience (400k Base) Performance-based bonus tied to company and individual objectives Equity participation with significant upside potential Comprehensive health, dental, and vision insurance Retirement savings plan with company matching Work Environment Opportunity to lead a rapidly growing, industry-leading organization Collaborative, entrepreneurial culture with high autonomy Flexible work arrangements including hybrid options Opportunity to work and collaborate with UHNWI Equal Employment Opportunity and Other Policies Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: 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. Compliance & Other Policy Notes: 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.

#J-18808-Ljbffr