What are the responsibilities and job description for the EVP Finance - Wealth Management position at jcw llc?
Executive Vice President of Finance
Our client, a well-established and respected Registered Investment Advisor (RIA), is seeking an EVP of Finance to join their team. This position will report directly to the CEO and oversee accounting functions, collaborate with auditors, and play a key role in the firm's growth.
Key Responsibilities :
- Manage all aspects of accounting and financial reporting
- Work closely with auditors for annual audits and compliance
- Support strategic growth initiatives and provide financial insights
- Lead and mentor the finance team
Qualifications :
This is a hybrid position located in the northern suburbs of Boston.
