Director of FP&A – Wealth Management & Commercial Strategy

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: Miami, FL: Role Overview: The FP&A Director – Wealth Management & Commercial Strategy will oversee financial planning, budgeting, forecasting, and analysis functions, while leveraging wealth management expertise to strengthen commercial presentations and strategic initiatives. This role bridges detailed financial modeling with high-level business storytelling, enabling the team to deliver compelling decks for executives, investors, and clients. Key Responsibilities: FP&A Leadership: - Oversees M&A and FP&A activities, aligning financial plans with organizational strategies and goa...