Job Description

Our client, a prestigious private banking institution with a global presence, is seeking an experienced Finance Director to join their leadership team. This role offers an exciting opportunity to drive financial strategy and performance in the dynamic world of private banking and wealth management.

The Finance Director will be responsible for overseeing all financial operations of the private banking division, providing strategic financial leadership, and ensuring the bank's financial health and compliance with regulatory requirements. This role requires a deep understanding of the private banking sector, strong analytical skills, and the ability to translate complex financial data into actionable insights for senior management.

Key Responsibilities

• Develop and implement financial strategies aligned with the bank's overall business objectives

• Lead the budgeting, forecasting, and financial planning processes for the private banking division

• Oversee financial reporting, including the preparation of monthly, quarterly, and annual financial statements

• Manage the division's capital and liquidity positions in compliance with regulatory requirements

• Provide financial analysis and insights to support decision-making on new products, services, and markets

• Lead pricing strategies for private banking products and services

• Oversee the financial aspects of client portfolios and investment performance reporting

• Manage relationships with external auditors, regulators, and other financial stakeholders

• Develop and maintain robust financial controls and risk management processes

• Lead and develop a team of finance professionals, fostering a culture of excellence and continuous improvement

• Collaborate with other departments to drive operational efficiencies and cost management initiatives

• Participate in mergers, acquisitions, and other strategic initiatives from a financial perspective

Requirements

• Bachelor's degree in Finance, Accounting, or related field; MBA or advanced degree preferred
• Professional qualification such as CPA, CA, CFA, or equivalent
• 10+ years of progressive experience in finance, with at least 5 years in senior roles within the banking or financial services sector
• Strong knowledge of private banking regulations, Basel III requirements, and international accounting standards (IFRS and US GAAP)
• Excellent analytical and problem-solving skills, with the ability to translate complex financial data into strategic insights
• Strong leadership and communication abilities, with experience managing cross-functional teams
• Proficiency in financial modeling, forecasting, and data analytics tools
• Solid understanding of wealth management products and services

Preferred Qualifications

• Experience in multiple areas of banking (e.g., retail, commercial, investment banking)

• Knowledge of fintech innovations and their impact on private banking

• Multilingual capabilities

• Experience with digital transformation initiatives in finance

Benefits

Attractive base salary commensurate with experience ($200k - $220k)

Performance-based annual bonus

Long-term incentive plan

Comprehensive health, dental, and vision insurance

Retirement savings plan with employer match

Generous paid time off and holiday schedule

Professional development opportunities and support for continuing education

Life and disability insurance

Employee assistance program

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. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com . 

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. 

Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com . 

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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