Director of Financial Planning

Financial Director

Location: New Jersey (On-site/Hybrid)

Employment Type: Full-Time

We are seeking an experienced Financial Director with strong expertise in wealth management, banking operations, and card products (credit/debit/prepaid). The ideal candidate will drive financial strategy, oversee wealth portfolios, optimize banking and card product performance, and ensure regulatory compliance across all financial operations.

This role requires a strategic leader with deep industry knowledge, strong analytical skills, and the ability to collaborate with executive leadership to shape long‑term financial growth.

• Wealth Management
• Oversee high‑value client portfolios, ensuring optimal asset allocation and risk management.
• Lead wealth strategy development across investments, estate planning, insurance, and tax optimization.
• Analyze financial markets and recommend portfolio adjustments aligned with client goals.

• Develop and execute financial strategies aligned with organizational objectives.
• Lead budgeting, forecasting, financial modeling, and performance analysis.
• Provide regular reporting and strategic recommendations to C‑level leadership.
• Supervise and mentor finance teams across wealth, banking, and card verticals.

Best Regards,

Deepak Gulia

Sr. Talent Acquisition-USA