Director - Strategic Finance & Analysis (Wealth Management)

Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and investments within Wealth Management Finance. Support valuation, financial modeling, and due diligence for potential acquisition activity and help evaluate long-term growth opportunities with business leaders. Own initiative-level modeling for strategic planning, analyze large datasets to surface trends and insights, and create executive-ready scorecards, dashboards, and recommendations for senior leadership.