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Finance Director Strategy Wealth Management
Job in
Washington, District of Columbia, 20022, USA
Listed on 2026-03-01
Listing for:
Trinity Technology Solutions LLC
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Wealth Management, CFO, Financial Manager, Corporate Finance -
Management
Wealth Management, CFO, Financial Manager
Job Description & How to Apply Below
A wealth management firm in Washington is seeking an experienced Finance Director. This high-impact role involves overseeing financial operations, enhancing efficiency, and driving long-term growth. The ideal candidate will have 10-15 years of experience, including a strong background in RIA and high-net-worth management. Key qualifications include a relevant degree, leadership skills, and proficiency with financial tools like Microsoft Excel and Power BI.
This position offers a chance to shape the firm's future while working closely with leadership.
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