Director of Finance
Trinity Technology Solutions LLC, washington, dc, United States
Our client is a rapidly growing independent RIA/wealth management firm with a multinational footprint and over $2 billion in AUM, committed to providing tailored investment and financial planning solutions for high-net-worth clients. The firm is seeking an experienced Finance Director with a background in wealth management or financial services and a broad understanding of the RIA business model and regulatory environment.
This is a high-impact, individual contributor role that not only oversees financial operations but also partners closely with firm leadership to drive long-term growth, enhance operational efficiency, and scale the business for the future.
Qualifications of the Director of Finance:
- Bachelor’s degree in Accounting, Finance, Mathematics, Statistics, or a similar STEM-based major.
- 10-15 years of progressive experience in accounting and finance, including ideally at least 3 years within an RIA specifically focused on high-net-worth wealth management.
- Strong understanding of RIA business models, fee structures, and regulatory environment.
- Experience within a smaller, rapidly growing firm, with demonstrated success scaling operations within approximately $2 billion to $10 billion in AUM.
- Proficiency with portfolio accounting systems, CRMs, and Microsoft Excel/Power BI.
- CPA is a plus
- Expertise in FP&A, financial modeling, budgeting, and KPI development.
- Proven ability to serve as a trusted strategic partner with the vision to think broadly about the business and its long-term growth.
- Demonstrated ability to improve processes, implement systems, and scale infrastructure in a growing firm.
- Familiarity with platforms such as Black Diamond, Addepar, Schwab, Pershing, QuickBooks, Tally, and NAV administration is a plus
- Excellent leadership, communication, and interpersonal skills.
- Comfortable operating in a lean environment, building infrastructure and scaling for growth, while serving as a hands-on individual contributor handling day-to-day responsibilities and partnering strategically with leadership.