Director, GWAM Marketing Expenses

The Director, Marketing Expenses - GWAM Segment is a senior finance leader responsible for providing strategic financial leadership, advisory, and oversight across the GWAM Marketing Segment. This role leads the FP&A function supporting GWAM's major business units, acting as the primary finance business partner to GWAM Business Unit leadership teams.

The role is focused on enabling superior financial performance, forecast predictability, expense discipline, and decision support while helping business leaders balance growth, productivity, investment priorities, and affordability objectives. The successful candidate will build strong partnerships across the GWAM Segment, leveraging data-driven insights to influence strategic decisions, optimize expenses, and support enterprise transformation initiatives.

• Lead the end-to-end expense FP&A agenda for the Marketing Function in GWAM Segment, including forecasting, planning, risks and opportunities, management reporting, and executive presentations.

• Serve as the primary finance business partner to GWAM Business Unit leaders across Retail, Retirement, Institutional, and Shared Services.

• Provide proactive financial guidance, insights, and recommendations to support strategic, operational, and investment decisions.

• Improve forecast accuracy, transparency, and predictability through strong financial analysis, business engagement, and disciplined planning processes.

• Partner with Business Unit leadership teams to identify productivity opportunities, optimize expense performance, and support achievement of financial targets.

• Support executive discussions related to growth initiatives, business cases, operating expense management, workforce planning, and investment prioritization.

• Collaborate closely with Group Finance, Global Functions Finance, and other partners to ensure alignment across planning and reporting activities.

• Provide financial oversight and challenge across Marketing Function in GWAM Segment operating expenses, ensuring alignment with strategic objectives and affordability targets.

• Lead expense reviews, variance analysis, and root-cause assessments to identify emerging risks and opportunities.

• Support governance and approval processes for significant investments, productivity initiatives, organization changes, and business cases.

• Ensure expenditures are managed in accordance with enterprise financial policies, governance standards, and control requirements.

• Deliver timely and actionable insights to support business performance discussions and leadership decision-making.

• Advance the FP&A agenda through process simplification, automation, and enhanced analytics.

• Improve the efficiency, scalability, and effectiveness of planning, forecasting, and management reporting processes.

• Leverage data, tools, and self-service reporting capabilities to provide enhanced business insights and decision support.

• Support broader Finance Transformation initiatives and implement best practices to modernize FP&A capabilities.

• Contribute to the evolution of the Expense FP&A operating model, driving consistency, accountability, and execution excellence across the finance.

• Act as a trusted advisor to senior Finance leaders on expense management strategies, forecasting methodologies, and performance improvement opportunities.

• Foster collaboration across Segment Finance, Corporate Functions, and Enterprise FP&A teams to drive aligned outcomes and insights.

• 10+ years of progressive Finance experience with deep…