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CFO Financial Manager

Director of Strategy & Chief of Staff, Wealth Solutions

Job in Concord, Contra Costa County, California, 94527, USA
Listing for: AssetMark
Full Time position
Listed on 2025-12-09
Job specializations:
  • Finance & Banking
    CFO, Financial Manager
  • Management
    CFO, Financial Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Director, Strategy and Chief of Staff for its Wealth Solutions team. The role involves strategic planning, collaboration with senior leadership, and evaluation of M&A opportunities. Candidates should possess strong analytical and communication skills, along with a bachelor's degree and 5-10 years of relevant experience. This position offers a hybrid work schedule located near Concord, CA or Charlotte, NC.

Join a team dedicated to making a meaningful impact in the financial world.
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