Overview
Chief Financial Officer – Wealth Management Jobs in Boston, USA at CFS
Title:
Chief Financial Officer – Wealth Management Platform
Location:
Boston, Hybrid
Salary:
$175,000 – $300,000 total compensation depending on experience
Why This Opportunity Stands Out:
• Executive leadership role within a sophisticated wealth management platform
• Direct partnership with senior leadership on investment strategy, capital allocation, and long-term financial planning
• Oversight of a diversified investment portfolio including real estate and private investments
• Highly visible position with influence across financial strategy, governance, and reporting
• Blend of institutional-quality accounting, investment finance, and strategic leadership
CFO – Wealth Management Key Responsibilities:
• Serve as the senior financial leader overseeing all accounting, reporting, and financial strategy across a complex investment platform
• Partner closely with senior leadership on portfolio performance, investment decisions, and capital planning initiatives
• Lead all financial operations including month-end, quarterly, and annual close, with full ownership of consolidated reporting
• Oversee complex entity structures and ensure alignment across investment vehicles and operating entities
• Manage banking, lending, and refinancing relationships across investment holdings
• Deliver executive-level reporting, liquidity planning, and forward-looking portfolio analytics
CFO – Wealth Management Qualifications:
• CPA required with a strong foundation in public accounting
• 12+ years of progressive experience within wealth management, private investment platforms, or related environments
• Demonstrated experience supporting sophisticated investment strategies and high-value portfolios
• Expertise in multi-entity structures, tax coordination, and complex investment environments
• Executive presence with the ability to influence and partner with senior leadership
#INMAY
2026
#LI-MP1
Title: Chief Financial Officer – Wealth Management
Company: CFS
Location: Boston, USA
Category:
