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Finance Director: Growth & Strategy for Wealth Management

Trinity Technology Solutions LLC, Washington, District of Columbia, United States


A wealth management firm in Washington is seeking an experienced Finance Director. This high-impact role involves overseeing financial operations, enhancing efficiency, and driving long-term growth. The ideal candidate will have 10-15 years of experience, including a strong background in RIA and high-net-worth management. Key qualifications include a relevant degree, leadership skills, and proficiency with financial tools like Microsoft Excel and Power BI. This position offers a chance to shape the firm's future while working closely with leadership. #J-18808-Ljbffr