Director of Finance

We are seeking an experienced Director of Finance to lead the firm’s financial operations within a sophisticated, relationship-driven UHNW environment. This is a senior leadership role for a finance professional who values stability, precision, and working closely with executive leadership in a high-trust organization with minimal turnover.
The Director of Finance will be responsible for maintaining financial integrity across a complex operational platform supporting over $8B in assets, while contributing to long-term strategic planning and disciplined growth.

Title: Director of Finance
Location: Stamford, CT
Potential Compensation: $200,000 – $275k base + bonus

Key Responsibilities:
Oversee all financial functions, including accounting, financial reporting, budgeting, and forecasting
Prepare and review financial statements, management reports, and executive-level analyses
Ensure compliance with regulatory, tax, and audit requirements relevant to UHNW wealth management
Establish and maintain strong internal controls, policies, and procedures
Partner closely with senior leadership on long-term strategic planning, capital allocation, and financial modeling
Manage relationships with external auditors, tax advisors, custodians, and banking partners
Lead, mentor, and develop the finance and accounting team
Support operational complexity related to trusts, investment entities, and advisory structures
Identify opportunities to improve processes, scalability, and financial clarity as the firm evolves

Qualifications:
Bachelor’s degree in Finance, Accounting, or related field (CPA, CFA, or MBA strongly preferred)
10+ years of progressive finance or accounting experience, ideally within UHNW wealth management, family office, asset management, or professional services
Experience supporting a firm managing multi-billion-dollar assets
Proven leadership experience with the ability to manage and develop high-performing teams
Deep understanding of financial reporting, budgeting, and regulatory environments
Exceptional attention to detail, judgment, and discretion
Ability to communicate complex financial matters clearly to senior stakeholders