Wealth Management Business Unit CFO

🕒 June 2

🏢🏡 New York City – Hybrid

💵 $254k - $440k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Equitable

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

💳 Fintech

⚕️ Healthcare Insurance

Finance • Fintech • Healthcare Insurance

Equitable is a financial services company with over 160 years of experience, focused on providing individuals and employers with a range of products and solutions for financial planning, retirement planning, and employee benefits. They offer services like life insurance, annuities, and workplace retirement plans, aiming to support clients in achieving their financial well-being and long-term goals. Through their dedicated advisors and online resources, Equitable strives to make financial services accessible and insightful for all its clients.

📋 Description

• Provide financial guidance to ensure continued discipline for growth and profitability and support to aligned business(es) • Liaise between business lines and Finance – “Face of Finance” • Help to identify, assess, and evaluate new business opportunities, including new market and product/service ideas; and help support the analysis and comparison of alternative opportunities for entering new markets and adopting new technologies. • Support Head of M&A in evaluating acquisition opportunities to drive growth and stay abreast of industry trends and opportunities for inorganic growth. • Develop a strategic plan to ensure continued and successful growth and profitability which may include coordinating input from multiple stakeholders to facilitate the integration of individual business unit plans with the corporate plan. • Lead a team responsible for financial analysis, monthly business review reporting, quarterly reporting, P&L management, sales projections, expense budgeting, etc. • Provide presentations to senior/executive management which provide insight and recommendations on complex financial topics, including quarterly earnings. • Provide innovative solutions and approaches to current practices. • Continue to stay well-informed with industry best practices and customer needs to drive impact across areas.

🎯 Requirements

• Bachelors degree • 7+ years of experience within financial services industry, preferably within wealth management • Ability to think out of the box, drive strategy, and determine how to successfully achieve goals • Passion to challenge the status quo and find new solutions – appreciate and embraces change • Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust • Willingness to “roll up the sleeves” and to go outside comfort zone to learn, ability to encourage teams to do the same • Effective quantitative and analytical skills, and ability to balance multiple tasks simultaneously • Ability and comfort with making executive level, tactical, and strategic expense recommendations

🏖️ Benefits

• medical • dental • vision • 401(k) plan • paid time off