About The Client
The firm is headquartered in Boston, Massachusetts, with additional offices in strategic locations. The firm has recently rebranded, indicating a strategic shift beyond traditional wealth management toward a broader client experience. They provide services to over 2,400 clients and close to $7 billion in assets under management (AUM) in the past.
The Opportunity
As our client continues to expand, they are looking for a Head of Financial Planning and Analysis (FP&A) to be at the helm of financial strategy and planning. As Head of FP&A, you will lead the company’s FP&A function and provide financial leadership to the executive team and PE sponsors. You will partner with the CEO and CFO to develop and execute the company’s strategic plan, and you will be responsible for providing financial insights and recommendations to support the company’s growth and success.
The Industry
The wealth management industry, currently valued at $1.30 trillion in 2022, is set to reach $3.48 trillion globally by 2030. Key trends include a shift towards personalized solutions, a surge in sustainable investing attracting $53 trillion by 2025, and the transformative impact of technology such as AI and machine learning. Consolidation through mergers and acquisitions is rising, influenced by retiring advisors.
Key Responsibilities
Partnering with Executive Team:
Reporting, Budgeting & Financial Analysis:
M&A Activities
Build a High-Performing FP&A Team:
Continuous Improvement in Controls, Processes, & Business Strategy:
Desired Outcomes
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