Job Description

We are partnering with a fast-expanding independent multi-family office and Registered Investment Advisor managing substantial assets to identify an outstanding Managing Director who will spearhead and revolutionize their CFO Services division. This represents an extraordinary chance to assume complete control of an emerging service offering and develop a premier outsourced Chief Financial Officer and payment processing solution for ultra-high-net-worth families.

This visionary leadership position provides the opportunity to "hold the reins" and create something impactful within an organization that prioritizes culture, values creativity, agility, and client focus. The chosen leader will guide a team of roughly 10 specialists supporting an expanding clientele, delivering everything from basic payment processing and accounting to sophisticated multi-entity consolidations and executive-level CFO consulting services.

The perfect candidate will excel in a dynamic, team-oriented setting where fostering agreement while achieving outcomes is crucial. This position demands both strategic thinking and direct involvement, with requirements to engage in client and prospective client interactions while developing scalable frameworks and procedures.

Key Responsibilities

Strategic Leadership & Business Building

• Manage service-line P&L responsibility, revenue targets, and profitability metrics
• Build consensus with senior leadership while driving rapid execution and results
• Define multi-year vision, pricing strategy, and aggressive growth plan for expanding client base
• Take full ownership of CFO & Bill-Pay service line - "own the keys" to build and scale the business
• Represent the firm through thought leadership and at industry events
• Stay ahead of industry trends, regulatory changes, and competitive landscape in wealth management and family office services
• Collaborate extensively with cross-functional teams (Operations, Marketing, Technology) to launch new capabilities

Service Delivery & Quality Management

• Build scalable workflows for invoice intake, approvals, cash forecasting, and comprehensive reporting
• Establish and monitor Service Level Agreements (SLAs) to ensure best-in-class service delivery
• Manage growing client base while maintaining exceptional service standards
• Champion a "white-glove" service culture across all client touchpoints for this high-demand, sticky service offering
• Oversee service delivery spanning the full spectrum from simple bill-pay and bookkeeping to complex multi-entity consolidation and concierge CFO advisory services

Technology & Process Optimization

• Drive continuous improvement initiatives to enhance efficiency and client experience
• Develop and execute technology roadmap for the business line
• Evaluate and implement best-in-class processes, focusing on automation, risk control, and AI enhancements

Team Leadership & Development

• Foster collaboration with broader organizational platform and stakeholders
• Lead, mentor, and develop the CFO Services and Bill-Pay team
• Drive recruitment, performance management, and professional development initiatives

Client & Advisor Relations

• Maintain exceptional standards of client service and relationship management
• Serve as subject-matter expert and trusted advisor to internal teams and external clients
• Participate in prospect and client review meetings as needed

Compliance & Risk Management

• Ensure compliance with data privacy standards and regulatory guidelines
• Coordinate with Compliance and Legal teams on specialized or high-risk client scenarios
• Maintain accurate records of client interactions, requests, and deliverables in accordance with firm policies and regulatory requirements
• Ensure all marketing and communication materials adhere to regulatory standards

Reporting & Analytics

• Drive data-driven decision making across the service line
• Prepare regular updates on key performance metrics, including client satisfaction scores, usage rates, and service profitability
• Contribute to development of KPI dashboards and management reporting systems

Requirements

Required Qualifications

Education & Certifications

• Bachelor's degree in Accounting, Finance, or related field

Professional Experience

• Experience working with ultra-high-net-worth clients ($20M+ in assets), including entrepreneurs, founders, private equity professionals, and C-suite executives
• Extensive experience in relationship building and client service excellence, with comfort in client-facing and prospect meeting environments
• Track record of building consensus and collaboration in fast-moving, entrepreneurial environments
• Hands-on experience with bill-pay and reporting technology solutions and platforms
• 10+ years of progressive leadership experience in bill-pay/treasury or controller functions within single- or multi-family office environments or private-client CPA firms
• Proven P&L responsibility with demonstrated track record of scaling high-touch financial operations teams from early-stage to mature service lines

Technical Skills

• Understanding of regulatory and compliance environment in wealth management (FINRA, SEC guidelines)
• Familiarity with vendor fraud prevention and wire approval protocols
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Deep knowledge of internal controls, payment security, and treasury best practices

Core Competencies

• Strong organizational abilities with proven capability to manage multiple projects and priorities simultaneously
• Problem-solving orientation with proactive, results-driven approach
• Fast-moving execution style - ability to move quickly while maintaining quality and building team consensus
• High level of discretion and integrity when handling sensitive high-net-worth client information
• Inspirational leadership style with demonstrated ability to model client-centric mindset and build strong teams
• Highly collaborative approach with demonstrated success in cross-functional environments and stakeholder coordination
• Culture-first orientation with strong alignment to client-centric, collaborative values
• Exceptional communication skills with ability to simplify complex financial concepts for diverse audiences
• Entrepreneurial mindset with proven ability to build and scale service lines from the ground up

Preferred Qualifications

• Experience with regulatory reporting and compliance in financial services
• Previous experience in consulting or professional services environment
• Track record of successful technology implementation and process automation initiatives
• Experience with Salesforce or similar CRM platforms
• Advanced degree (MBA, MSF) or relevant professional certifications (CPA, CFP, CFA)
• Previous experience in wealth management, private banking, or family office environments

Benefits

Base Salary Range: $400,000 - $500,000+ (commensurate with experience)
Target Annual Bonus: Up to 50% of base salary
Total Target Compensation: $600,000 - $750,000+

Equity Participation

• Annual equity distributions based on company performance
• Long-term partnership track with equity buy-back upon retirement
• Ongoing annual equity awards as part of incentive compensation
• Significant upfront equity grant upon joining

Benefits Package

• Health Savings Account (HSA) options
• Life insurance coverage
• 401(k) retirement plan with company matching
• Short-term and long-term disability insurance
• Comprehensive medical, dental, and vision insurance
• Pre-tax parking and transportation programs
• Professional development opportunities
• Voluntary critical illness and accident insurance

Additional Perquisites

• Competitive paid time off policy
• Professional membership and continuing education support
• Flexible work arrangements across multiple office locations
• Access to exclusive client events and networking opportunities
• Occasional travel opportunities for client and prospect meetings

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin 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.

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at .
• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.
• Connecticut: We provide wage range information upon request or before discussing compensation.
• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Note: 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.

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