Wealth Management Business Unit CFO

Equitable

Wealth Management Business Unit CFO at Equitable serving as strategic finance leader and trusted advisor. Driving operational excellence and financial insights across multiple business areas in a hybrid role.

Posted 6/2/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $254,000 - $440,000 per yearWebsite

About the role

Key responsibilities & impact

Provide financial guidance to ensure continued discipline for growth and profitability and support to aligned business(es)
Liaise between business lines and Finance – “Face of Finance”
Help to identify, assess, and evaluate new business opportunities, including new market and product/service ideas; and help support the analysis and comparison of alternative opportunities for entering new markets and adopting new technologies.
Support Head of M&A in evaluating acquisition opportunities to drive growth and stay abreast of industry trends and opportunities for inorganic growth.
Develop a strategic plan to ensure continued and successful growth and profitability which may include coordinating input from multiple stakeholders to facilitate the integration of individual business unit plans with the corporate plan.
Lead a team responsible for financial analysis, monthly business review reporting, quarterly reporting, P&L management, sales projections, expense budgeting, etc.
Provide presentations to senior/executive management which provide insight and recommendations on complex financial topics, including quarterly earnings.
Provide innovative solutions and approaches to current practices.
Continue to stay well-informed with industry best practices and customer needs to drive impact across areas.

Requirements

What you’ll need

Bachelors degree
7+ years of experience within financial services industry, preferably within wealth management
Ability to think out of the box, drive strategy, and determine how to successfully achieve goals
Passion to challenge the status quo and find new solutions – appreciate and embraces change
Belief in a non-hierarchical culture of collaboration, transparency, safety, and trust
Willingness to “roll up the sleeves” and to go outside comfort zone to learn, ability to encourage teams to do the same
Effective quantitative and analytical skills, and ability to balance multiple tasks simultaneously
Ability and comfort with making executive level, tactical, and strategic expense recommendations

Benefits

Comp & perks

medical
dental
vision
401(k) plan
paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisP&L managementsales projectionsexpense budgetingstrategic planningmarket analysisbusiness evaluationfinancial reportingacquisition evaluationquantitative analysis

Soft Skills

strategic thinkingproblem solvingcollaborationadaptabilityleadershipcommunicationinnovationanalytical skillstime managementteam encouragement

Certifications

Bachelor's degree