Location: Miami, FL

Role Overview
The FP&A Director 64 Wealth Management & Commercial Strategy will oversee financial planning, budgeting, forecasting, and analysis functions, while leveraging wealth management expertise to strengthen commercial presentations and strategic initiatives. This role bridges detailed financial modeling with high-level business storytelling, enabling the team to deliver compelling decks for executives, investors, and clients.

Key Responsibilities

FP&A Leadership

• Oversees M&A and FP&A activities, aligning financial plans with organizational strategies and goals.
• Leads advanced financial modeling, creates actionable insights
• Directs M&A financial analysis, evaluates risks and opportunities, and ensures seamless integration of acquired entities into budgets, forecasts, and reporting processes.
• Team manager; 40% Leadership/Strategy focus

Wealth Management Integration

• Apply wealth management principles (e.g., client portfolio analysis, asset allocation, risk profiling) to enhance financial modeling and scenario planning
• Use wealth management frameworks to support commercial proposals, client presentations, and investment case studies.
• Integrate client-centric financial narratives into commercial decks to improve engagement and persuasion.

• Translate complex financial data into clear, visually compelling decks for non-financial audiences.
• Ensure decks are data-driven, scenario-based, and tailored to audience needs.

Cross-Functional Collaboration

• Partner with department heads to align budgets with business goals
• Work with internal accounting and data teams to ensure accurate reporting and model integrity

Required Skills & Qualifications

Core FP&A Skills

• Strong financial modeling and forecasting abilities, with proficiency in Excel and advanced analytics tools
• Experience in budgeting, forecasting, and performance management.
• Ability to present financial data to non-financial stakeholders.

Wealth Management Knowledge

• Understanding of wealth management processes, client portfolio strategies, and financial planning tools.
• Experience applying these concepts to commercial or client-facing contexts.

• Expertise in building persuasive, data-rich decks for executive and client audiences.

Qualifications & Requirements

• Bachelor 27s degree in Finance, Accounting, or related field (Master 27s or MBA preferred).
• Minimum of 7 years 27 experience in financial modeling and planning.

• Wealth management or client-facing financial services experience preferred.
• Proficiency in Microsoft Office, especially Excel.
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills.
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance

• Employer paid Short-term & Long-term Disability

• Paid Maternity & Parental Leave

• Flexible Spending Accounts& Health Savings Accounts

• Dependent Care FSA

• Commuter & Transit FSA

• Corporate Discount Program - Perkspot

• Training Reimbursement

• Paid Professional Designations

• Giving back to the community - Volunteer days