Head of CFO Services (UHNWI)
Lead a CFO advisory team serving high-net-worth clients, with 400K+ base and bonus, hybrid flexibility, equity, and visible career impact. CPA/CFA preferred.
Role Overview and Compensation Details
The Head of CFO Services (UHNWI) role is a standout opportunity for strategic leaders in financial advisory. The total compensation features a highly competitive base salary starting at $400,000 plus performance-based bonuses and equity participation.
This executive-level position offers hybrid work conditions, comprehensive insurance, and a collaborative, entrepreneurial work environment focused on private wealth management.
Candidates with a background in accounting, finance, or related fields, especially with CPA or CFA certifications, will find a perfect match between their skills and job requirements.
Applicants are expected to have over ten years of leadership experience with demonstrated expertise in family office operations, wealth management, or bill-pay services.
Company culture values high autonomy, diversity, and the utmost discretion in client engagements and professional growth.
Responsibilities and Day-to-Day Experience
Every day, the Head of CFO Services will develop and execute strategic growth plans for the CFO Advisory and Bill-Pay division.
Core duties include leading business development initiatives, establishing client relationships, and ensuring operational excellence across all service offerings.
This position oversees the delivery of high-touch advisory services for ultra high net worth individuals, collaborating closely with client advisory teams and ensuring service quality.
Key tasks include managing bill-pay processes, implementing security protocols, driving financial performance, and spearheading technology adoption for secure transactions.
Additionally, the role demands an ability to lead and develop a high-performing finance team, supporting rapid growth and market expansion.
Major Advantages of the Job
A leading benefit is the lucrative compensation, including a significant base salary, bonuses, and equity potential that aligns with company growth.
The hybrid work flexibility enables better work-life balance and autonomy, fostering innovation within a collaborative environment.
Growth and Impact Prospects
Professionals in this role can directly shape the strategic direction of the CFO advisory brand, leaving real impact in the private wealth sector.
Opportunity to work with high-profile clients and participate in shaping new markets further strengthens the career trajectory of this leadership position.
Potential Challenges and Cons
High expectations come with substantial responsibility, including regular interaction with demanding clients and adapting to market evolution.
Managing compliance, security, and confidentiality measures requires ongoing vigilance and may result in increased workload during expansion phases.
Considerations for Applicants
Candidates must demonstrate not only deep financial expertise and leadership, but also excel in communication, client management, and strategic execution.
A mindset for organizational transformation and a track record of building high-performing teams are highly advantageous for this senior-level position.
Final Verdict
This position represents a unique career move for seasoned financial executives eager to drive a business forward in a dynamic private wealth environment.
With strong compensation and the chance for visible impact, it is a compelling choice for leaders seeking their next big challenge.
