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
