The Value Maximizer · 6 days ago
Financial Director
New Jersey, United States
Full-time
Hybrid
Director/ExecutiveThe Value Maximizer is seeking an experienced Financial Director with strong expertise in wealth management and banking operations. The role involves driving financial strategy, overseeing wealth portfolios, and ensuring regulatory compliance across all financial operations.
Information Technology & Services
Responsibilities
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
Experience in banking operations
Knowledge of card products (credit/debit/prepaid)
Ability to drive financial strategy
Experience overseeing wealth portfolios
Skills in optimizing banking and card product performance
Understanding of regulatory compliance across financial operations
Deep industry knowledge
Strong analytical skills
Ability to collaborate with executive leadership
Experience in developing and executing financial strategies
Skills in budgeting, forecasting, financial modeling, and performance analysis
Ability to provide regular reporting and strategic recommendations to C-level leadership
Experience supervising and mentoring finance teams across wealth, banking, and card verticals
Company
The Value Maximizer
At The Value Maximizer, we empower businesses to unlock their full potential through cutting-edge AI-based platforms.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase