Vice President - Product Controller, Wealth Management Finance

We're supporting a growing financial institution in their search for an experienced Vice President to join their Wealth Management Finance team. This is a high-visibility role partnering directly with senior business leaders to shape profitability, strategy, and financial controls for the business.

What You'll Do

Financial Reporting

Own daily/monthly/quarterly/annual reporting, P&L and balance sheet analysis
Lead budgeting, forecasting, and variance commentary
Ensure accurate, timely deliverables to senior stakeholders

Business Partnership

Act as strategic finance advisor to business leads and product heads
Run profitability analysis by client segment, product, and relationship manager
Support new business initiatives and revenue/cost optimization

Analytics & Reporting

Build dashboards and KPI frameworks tracking AUM, Net New Money, and revenue trends
Deliver competitive benchmarking and insights to senior leadership

Regulatory & Team Leadership

Ensure compliance with financial reporting standards and internal controls
Manage and mentor a team (on and offshore) partner cross-functionally with Risk, Treasury, Operations, and Technology

What We're Looking For

8+ years in finance, including 5+ years in Private Banking, Wealth Management, or Asset Management
3+ years leading or managing a team
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA/CPA a plus)
Advanced Excel and financial modeling skills
Solid grasp of wealth management products (investments, advisory, lending) and fee/revenue structures
Familiarity with regulatory frameworks (Basel III, IFRS) a plus
Strong communicator who can influence senior stakeholders and manage competing priorities