Manager, Finance

About the role

You will help turn complex financial data into clear insights that guide business decisions, strategy, and long-term client impact. In this role, you will partner closely with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, reporting, business analysis, and financial modeling tied to managed investing offers, net flows, advice fee revenue, product performance, and growth opportunities.

Responsibilities

• Partner with senior leaders to support revenue forecasting, product performance analysis, business cases, and multi-year financial planning
• Assess financial impacts of strategic options
• Strengthen reporting and data collection practices
• Modernize how the team delivers timely, accurate, and actionable insights
• Manage multiple priorities, deliver accurate work under deadlines, and adapt as business needs evolve

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5+ years of experience in financial planning, business analysis, financial reporting, or closely related finance work
• Experience translating complex financial data into insights that support forecasting, planning, and business decision-making
• Experience partnering with senior leaders and influencing outcomes through analysis, recommendations, and clear communication
• Advanced Microsoft Excel skills, including the ability to structure analysis, work with complex data, and support financial modeling
• Advanced Microsoft PowerPoint skills to support executive-level reporting, storytelling, and decision support

Qualifications

• MBA or equivalent advanced degree
• Experience in financial services, wealth management, asset management, or investment-related business areas
• Experience in FP&A, embedded finance, or finance business partner roles
• Strong communication skills, including the ability to present insights clearly to senior audiences
• Strong collaboration skills with the ability to build trusted relationships across Finance, business leadership, and cross-functional partners

Skills

Required: Advanced Microsoft Excel and PowerPoint skills, strong communication, and collaboration skills.

Benefits

Includes a competitive benefits package such as a 401(k) with company match, tuition reimbursement, paid time off, and more.

Pay

Salary range is provided.

Schedule

This role is eligible for a hybrid work schedule and may involve some travel.