qode.world · 6 days ago
Financial Director
New Jersey, New Jersey, United States
Full-time
Hybrid
Director/Executiveqode.world is seeking an experienced Financial Director with strong expertise in wealth management and banking operations. The ideal candidate will drive financial strategy, oversee wealth portfolios, optimize banking and card product performance, and ensure regulatory compliance across all financial operations.
Artificial Intelligence (AI)Human ResourcesInformation Technology
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
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
Qualification
Required
Strong expertise in wealth management, banking operations, and card products (credit/debit/prepaid)
Experience in driving financial strategy and overseeing wealth portfolios
Ability to optimize banking and card product performance
Ensuring regulatory compliance across all financial operations
Deep industry knowledge
Strong analytical skills
Ability to collaborate with executive leadership to shape long-term financial growth
Experience in overseeing high-value client portfolios
Ability to ensure optimal asset allocation and risk management
Experience in leading wealth strategy development across investments, estate planning, insurance, and tax optimization
Ability to analyze financial markets and recommend portfolio adjustments aligned with client goals
Experience in developing and executing financial strategies aligned with organizational objectives
Experience in leading budgeting, forecasting, financial modeling, and performance analysis
Ability to provide regular reporting and strategic recommendations to C-level leadership
Experience in supervising and mentoring finance teams across wealth, banking, and card verticals
Company
qode.world
SaaS, AI Agent in Recruitment, HR Tech
Founded in 2023
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase