Controller – Investment & Fiduciary Services

About the role

The Controller - Investment & Fiduciary Services leads accounting and financial reporting for the firm's trust, wealth management, asset management, fiduciary, and related investment businesses. This role ensures accurate financial reporting, maintains strong internal controls, supports audits and regulatory examinations, and partners with business leaders to drive operational excellence.

Responsibilities

• Oversee monthly, quarterly, and annual financial close and reporting processes.
• Ensure compliance with U.S. GAAP, company policies, and applicable regulatory requirements.
• Lead accounting activities for trust, wealth management, investment advisory, asset management, and related fiduciary businesses.
• Maintain effective internal controls and support audit and examination activities.
• Partner with business leadership on financial analysis, process improvements, and strategic initiatives.
• Manage and develop a high-performing accounting team.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA preferred.
• 10+ years of progressive accounting or financial reporting experience.
• Leadership experience managing accounting teams.
• Experience within wealth management, trust, asset management, fiduciary services, or other financial services organizations.
• Strong knowledge of financial reporting, internal controls, and audit processes.