What are the responsibilities and job description for the Wealth Management Leader position at CFS?
Title
Wealth Management Leader
Salary
$170,000 – $300,000 bonus equity
Location:
Boston, Hybrid
Why This Opportunity Stands Out: Wealth Management Leader
Wealth Management Leader
Salary
$170,000 – $300,000 bonus equity
Location:
Boston, Hybrid
Why This Opportunity Stands Out: Wealth Management Leader
- Defined and accelerated path to Partner within a growing, acquisition-backed platform
- Equity ownership from day one with the ability to build meaningful long-term value
- Direct involvement in acquisitions, including due diligence and integration exposure
- High visibility role partnering with leadership on strategy, growth, and client relationships
- Remote-first, highly flexible environment with strong work-life balance
- Opportunity to step into a leadership role during an active growth and investment phase
- Oversee financial reporting, audit processes, and quality control across client portfolios and entities
- Lead and mentor a team, developing talent and driving performance across the organization
- Partner with leadership on investment strategy, acquisitions, and financial due diligence
- Drive process improvements and enhance financial operations, reporting, and systems
- Maintain and grow key client relationships, acting as a trusted advisor on financial matters
- CPA required
- 10 years of progressive accounting, audit, or financial leadership experience
- Experience within wealth management, financial services, or complex client environments
- Strong leadership and team development experience
- Exposure to M&A, due diligence, or transaction-related work is highly preferred
Salary : $170,000 - $300,000