Financial Director

AI overview

Drive financial strategy and oversee high-value client portfolios while collaborating with executive leadership to ensure regulatory compliance and optimize product performance.

Job Title: Financial Director – Wealth Management & Banking

Location: New Jersey (On-site/Hybrid)

Employment Type: Full-Time

Experience Level: Director / Senior Leadership

About the Role

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.

Key Responsibilities

· 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.

Financial Leadership & Strategy

· 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.