Wealth Management Business Unit CFO

What You Will Bring

Required Qualifications:

A successful candidate must be skilled at working in a matrixed organization and have a demonstrated track record of success. Additional experience and skills that will enable candidate success include: 

• 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

Skills

Accuracy and Attention to Detail\: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision. 

Business Acumen: Influences the way business decisions are made through utilization of economic, financial, and organizational data to build business cases for major initiatives.

Coaching Others\: Knowledge of coaching and mentoring concepts and methods; ability to encourage, motivate, and guide individuals in learning and improving effectiveness.

Communicating Complex Concepts: Ability to explain complex technical concepts in simple, clear language appropriate to the audience.

Manage Multiple Priorities: Monitors complex or unforeseen dependencies and responds accordingly.

Problem Solving\: Analyzes and synthesizes information and devises alternative resolution strategies.  Develops successful resolutions to critical or wide-impact problems.

Strategic Thinking: Knowledge of the importance of "big picture" thinking and planning; ability to apply organizational acumen and competitiveness to identify and maintain focus on key success factors for the organization.

About Equitable

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.  Click Careers at Equitable to learn more.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE\: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable is looking for a Wealth Management Business Unit CFO to serve as a strategic finance leader and trusted advisor, partnering closely with business leaders to drive informed, high-impact decision-making. Reporting directly to the Business Unit CFO, this role leads financial strategy and delivers analytical insights across Equitable’s Wealth Management, Marketing, and Investment Management businesses.

This is a highly visible position that blends financial expertise with strategic influence. The Wealth Management Business Unit CFO will play a critical role in shaping business direction, strengthening performance, and unlocking opportunities for growth and innovation.

The ideal candidate is a collaborative leader who thrives in a dynamic environment and brings a track record of driving operational excellence. Working closely with senior leadership, you will identify and prioritize key initiatives, evaluate opportunities, and help execute strategies that improve efficiency, productivity, and long-term value.

This role offers a unique opportunity to make a lasting impact—helping to build and scale best-in-class financial practices within a rapidly evolving organization. If you are energized by transformation, partnership, and the chance to influence strategy at the highest levels, this is an exciting opportunity to help shape the future of the business.

What You’ll Be Doing

• 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.

This position offers a hybrid work schedule, with an on–site presence of 3 days per week combining flexibility with team collaboration.

The total targeted compensation range for this position is $254,000 - $440,000. Total compensation varies based on skills, experience, geographical location and other factors.  Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits\: Equitable Total Rewards Program