Wealth Management Business Unit CFO (HYBRID)

Equitable•New York, NY

6h•$254,000 - $440,000•Hybrid

About The Position

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.

Requirements

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
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.

Responsibilities

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.