Director of FP&A – Wealth Management & Commercial Strategy

About the role

The FP&A Director – Wealth Management & Commercial Strategy oversees financial planning, budgeting, forecasting, and analysis functions, while leveraging wealth management expertise to strengthen commercial presentations and strategic initiatives. This role bridges detailed financial modeling with high-level business storytelling, enabling the team to deliver compelling decks for executives, investors, and clients.

Key Responsibilities

• FP&A Leadership: Oversees M&A and FP&A activities, aligns financial plans with organizational strategies and goals. Leads advanced financial modeling, creates actionable insights. Directs M&A financial analysis, evaluates risks and opportunities, and ensures seamless integration of acquired entities into budgets, forecasts, and reporting processes.
• Team Manager: 40% Leadership/Strategy focus. Integrates wealth management principles into financial modeling and scenario planning. Supports commercial proposals, client presentations, and investment case studies. Translates complex financial data into clear, visually compelling decks for non-financial audiences. Ensures decks are data-driven, scenario-based, and tailored to audience needs.
• Cross-Functional Collaboration: Partners with department heads to align budgets with business goals. Works with internal accounting and data teams to ensure accurate reporting and model integrity.

Required Skills & Qualifications

• Core FP&A Skills: Strong financial modeling and forecasting abilities, proficiency in Excel and advanced analytics tools. Experience in budgeting, forecasting, and performance management. Ability to present financial data to non-financial stakeholders.
• Wealth Management Knowledge: Understanding of wealth management processes, client portfolio strategies, and financial planning tools. Experience applying these concepts to commercial or client-facing contexts. Expertise in building persuasive, data-rich decks for executive and client audiences.
• Qualifications & Requirements: Bachelor’s degree in Finance, Accounting, or related field (Master’s or MBA preferred). Minimum of 7 years’ experience in financial modeling and planning. Wealth management or client-facing financial services experience preferred. Proficiency in Microsoft Office, especially Excel. Strong integrity and ability to maintain confidentiality. Excellent team player with strong communication skills. Detail-oriented with excellent analytical and organizational abilities. Proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.

Additional Information

• Location: Miami, FL
• U.S. Eligibility Requirements: Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Equal Opportunity Employer: All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.