Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Chief Financial Officer (CFO) will oversee and manage all financial aspects of a family portfolio, including investments, trusts, real estate, and philanthropy, requiring strong leadership and financial expertise.
Responsibilities and impact
Daily responsibilities include developing financial strategies, managing investments, overseeing accounting functions, ensuring compliance, and leading the finance team to achieve the family's financial goals.
Compensation and benefits
The position offers a competitive salary based on experience, performance-based bonuses, comprehensive health benefits, retirement savings with company match, generous paid time off, and professional development opportunities.
Experience and skills
Candidates should have a Bachelor's degree in Finance or related field, with an MBA, CPA, or CFA preferred, and a minimum of 10 years in financial management, particularly in wealth management or family office settings.
Career development
The role provides opportunities for professional growth within a dynamic family office environment, allowing for the development of financial strategies and leadership skills.
Work environment and culture
The company values high integrity, confidentiality, and strong organizational skills, fostering a collaborative and high-performance team culture.
Company information
SHR Talent specializes in connecting talented professionals with leading companies, focusing on recruitment for various sectors, including finance and wealth management.
Team overview
The candidate will lead the finance and accounting staff, promoting a collaborative and high-performance team culture within the family office.
Job location and travel
The position is located in Nashville, TN, within a family office environment that may involve some travel for meetings with external advisors.
Application process
Interested candidates are encouraged to apply today to take the next step in their career as the Chief Financial Officer (CFO).
Unique job features
This CFO role is distinct due to its focus on managing a family portfolio, including investments and philanthropic initiatives, within a family office setting.
Company overview
SHR Talent is a recruiting company based in Nashville, Tennessee, specializing in staffing and talent acquisition for growing companies. Founded in 2013, SHR Talent connects professionals with employers by offering tailored recruitment solutions that align with the specific needs and cultures of their clients. The company generates revenue through its staffing services, placing qualified candidates in various roles across different industries. SHR Talent is known for its commitment to quality and efficiency, leveraging proprietary internal procedures to ensure successful placements.
How to land this job
Position your resume to highlight your extensive experience in financial management, particularly in wealth management and family office environments, as this is crucial for the Chief Financial Officer role at SHR Talent.
Emphasize your expertise in developing financial strategies, managing investments, and overseeing accounting functions, ensuring these align with the responsibilities outlined in the job description.
Apply through multiple platforms, including the SHR Talent corporate site and LinkedIn, to maximize your chances of being noticed for this position.
Reach out to professionals in the finance division at SHR Talent on LinkedIn to inquire about the CFO position, and consider ice breakers such as discussing recent trends in wealth management or expressing your admiration for the company's philanthropic initiatives.
Optimize your resume for ATS systems by incorporating specific keywords from the job description, such as 'financial strategy,' 'wealth management,' and 'investment management,' to increase your chances of passing initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored for this role and that you can efficiently connect with potential contacts at SHR Talent.
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