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Job Description About Our Client Our client is a leading provider of CFO advisory, bill-pay, and comprehensive financial management solutions for Ultra High Net Worth Individuals (UHNWI). Their clients rely on them for strategic financial insights and guidance on a high-touch, discrete basis. Their clients depend on their expertise to navigate complex financial and non-financial situations. Position Overview Our client is seeking an exceptional leader to lead their growing CFO Advisory and Bill-Pay division and drive the next phase of expansion across private wealth segments. This senior leadership role combines strategic leadership, business development, and operational excellence to position the company as the premier choice for UHNWI seeking strategic CFO advisory services and/or bill-pay solutions. The successful candidate will be responsible for overall performance, client satisfaction, team development, and market expansion while maintaining the highest standards of advisory excellence, discretion, and professional service delivery. Key Responsibilities Strategic Leadership · Develop and execute business strategy to achieve growth targets · Drive innovation in service delivery models and technology adoption · Position the firm as a trusted strategic partner for its clients · Lead market expansion initiatives · Establish strategic partnerships and alliances to enhance market position Business Development & Client Management · Develop and manage relationships with clients · Lead major client acquisition initiatives · Develop pricing strategies and service offerings that align with market demands · Ensure highest levels of discretion and confidentiality for all client relationships · Represent the company at industry conferences, forums, and networking events Operational Excellence · Oversee delivery of strategic CFO advisory services · Collaborate with clients’ advisory teams to enhance strategic planning and financial decision-making · Manage bill-pay services for clients · Ensure consistent service quality and client satisfaction · Implement robust security protocols and confidentiality measures for operations · Establish scalable processes and systems to support rapid growth · Manage risk and compliance across all client relationships · Oversee technology infrastructure for secure financial transactions and reporting Team Leadership & Development · Build, lead, and mentor a high-performing team of finance professionals · Develop talent acquisition and retention strategies · Foster a culture of excellence, innovation, and client-centricity Financial Stewardship · Oversee financial performance, budgeting, and forecasting · Ensure robust financial controls and reporting mechanisms · Drive profitability improvements and operational efficiency initiatives Requirements Education & Credentials · Bachelors in Accounting, Finance or related field · CPA, CFA, or similar professional accounting/finance certification would be strongly preferred Experience · 10+ years of progressive leadership experience in finance, , private wealth management, or other professional services · Experience managing UHNWI or family office operations · Experience in developing and executing a professional services strategy and business model with P&L responsibility · Background in bill-pay operations, wealth management, or private banking preferred Technical Skills · Deep expertise in finance, financial planning & analysis, and strategic financial advisory · Proven ability to provide strategic financial guidance and decision-support · Knowledge of bill-pay processing systems, wealth management platforms, and private banking operations · Understanding of payment processing, wire transfers, and secure financial transaction systems · Knowledge of industry-specific regulatory requirements · Expertise in confidentiality protocols and data security for clients Leadership Competencies · Exceptional communication and presentation skills for C-suite audiences · Proven ability to build and scale high-performing organizations · Change management and organizational transformation experience Benefits Compensation & Benefits · Highly competitive base salary commensurate with experience (400k+ Base) · Performance-based bonus tied to company and individual objectives · Equity participation with significant upside potential · Comprehensive health, dental, and vision insurance · Retirement savings plan with company matching Work Environment · Opportunity to lead a rapidly growing, industry-leading organization · Collaborative, entrepreneurial culture with high autonomy · Flexible work arrangements including hybrid options · Opportunity to work and collaborate with UHNWI Equal Employment Opportunity and Non-Discrimination Policy Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. Privacy and Pay Equity: • Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available., • Rhode Island: We do not request or require salary history from applicants., • Connecticut: We provide wage range information upon request or before discussing compensation. Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.

Job Title - RN Maternal care (Home care).Duration - 13 weeks + Extension.Nurse must have experience in L&D and NICU.This is true at home role and nurse will be traveling to patients homes within the Bronx Borough.Rotating Weekends are required.Two years of previous acute care experience in MedSurg,

Rehill Ave, Somerville, NJ 08876.Department Name: Nursing Mother/Baby.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's ed

You’re one step away from freedom and flexibility around your current schedule.We have immediate per diem (PRN) shifts available for the following position: Mother-Baby / Couplet Care / Post Partum Registered Nurse in Belleville, NJ.Required Certifications: BLS, NRP.Required Skills: Postpartum, As

Job Reference Id: ORD-202807-CNM-NY.Dates Needed: Starting Dec, ongoing for at least 6 months; need up to full time coverage.Board Certification Required: Negotiable.A facility is seeking a CNM for locum tenens coverage.The facility is located in the Hudson Valley region of New York.The facility pre

You’re one step away from freedom and flexibility around your current schedule.We have immediate per diem (PRN) shifts available for the following position: Mother-Baby / Couplet Care / Post Partum Registered Nurse in Belleville, NJ.Required Certifications: BLS, NRP.Required Skills: Postpartum, As

Responsible for the care activities and goal achievements of assigned patients by assessing, diagnosing, planning and intervening in actual or potential health problems and evaluating patient's response to care.Responsible health teaching and discharge planning.Acts as a member of a designated care

Grand Street, Jersey CIty, NJ 07302.Location: Jersey City Medical Center.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's

Responsible for the care activities and goal achievements of assigned patients by assessing, diagnosing, planning and intervening in actual or potential health problems and evaluating patient's response to care.Responsible health teaching and discharge planning.Acts as a member of a designated care

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!.Full time Visiting RN with $15,000 Sign on Bonus, 32 days off, Medical Dental and Vision and 401K.This Jobot Job is hosted by Donna Gawroski-Kusik.Are you a fit? Easy Apply now by clicking the "Easy Appl

The (Per Diem) Clinical Nurse is a Registered Professional Nurse who provides safe, competent quality care based on nursing theory and research to a designated group of patients and significant others.Delivers patient care by incorporating the tenets of the professional practice model of Relationshi

Breast Surgeon - Bronx, NY (#1664).About Impact Recruiting Solutions:.Impact Recruiting Solutions is a dedicated recruitment partner connecting healthcare professionals with rewarding opportunities.We collaborate with hospitals, clinics, and multi-specialty facilities to match skilled individuals wi

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!.Full time Visiting Homecare RN with $15,000 Sign on Bonus, 32 days off, Medical Dental and Vision and 401K.This Jobot Job is hosted by Donna Gawroski-Kusik.Are you a fit? Easy Apply now by clicking the "

The Department of Obstetrics and Gynecology at Weill Cornell Medicine is recruiting a full-time Complex Family Planning subspecialist.The Department of Obstetrics & Gynecology at Weill Cornell Medicine, a nationally recognized academic medical center, is seeking a full-time Complex Family Planning s

Rehill Ave, Somerville, NJ 08876.Department Name: Nursing Mother/Baby.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on several factors, including the candidate's ed

Prime Staffing is seeking a travel nurse RN Maternal - Newborn for a travel nursing job in New York City, New York.Job Description & Requirements.Active State or Compact RN License.Strong maternal-newborn care experience, patient education skills, and the ability to monitor both mothers and infants

Empower Lives, Elevate Care – Join Our Team.RN Staff Nurse Homecare in Somerset County.We’re transforming healthcare by empowering our nurses and clinicians to deliver exceptional care that helps patients live their healthiest lives in the comfort of their own homes.And now, we’re looking for

Obstetrician-Gynecologist Opportunity.Private Practice, Outpatient/Inpatient.Experienced Physicians and Residents encouraged to apply.New York Health is seeking a compassionate and skilled OBGYN to join our thriving multi-specialty practice in Suffolk County, NY.In this role, you’ll be part of a c

Job Title - RN Maternal care (Home care) Location - Manhattan, NY Duration - 13 weeks Extension Shift - 9:00 AM-5:00 PM Job Description This is for Bronx Borough.Nurse must have experience in L&D and NICU.This is true at home role and nurse will be traveling to patients homes within the Bronx Borou

Trinitas Regional Medical Center.Williamson Street, Elizabeth, NJ 07202.Department Name: Nursing Mother/Baby.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on severa

Travel RN Opportunity – Mother/Baby Unit (Morristown, NJ).This is an exciting opportunity to provide high-quality care in a supportive and professional environment.Travel Pay weekly gross approx.Mother Baby nursing experience in a hospital (Required).Strong communication and computer skills (Requi

The (Per Diem) Clinical Nurse is a Registered Professional Nurse who provides safe, competent quality care based on nursing theory and research to a designated group of patients and significant others.Delivers patient care by incorporating the tenets of the professional practice model of Relationshi

Minimally Invasive Gyn Surgeon.The Minimally Invasive Gyn Surgeon will:.We are seeking a full-time .Obstetrics and Gynecology Physician.Saint Peter's provides female reproductive health care to all ages of women including adolescents, women of childbearing age and women seeking post-menopausal

You’re one step away from freedom and flexibility around your current schedule.We have immediate per diem (PRN) shifts available for the following position: MS/Tele Float Registered Nurse in Somerville, NJ.Required Certifications: ACLS, BLS.Start Your Per Diem Journey with Aya Healthcare.Working p

Host Healthcare is seeking a travel nurse RN Maternal - Newborn for a travel nursing job in Morristown, New Jersey.Job Description & Requirements Specialty: Maternal - Newborn Discipline: RN Start Date: 11/03/2025 Duration: 13 weeks 36 hours per week Shift: 12 hours, days Employment Type: Travel Hos

Welcome to Holy Name, a medical center where innovation is not just a goal — it's a commitment.Here, medical excellence thrives, allowing hope to reign supreme and leaving no room for fear.At our hospital, every patient is cared for with undivided attention — because healing every soul is our so

Newark Beth Israel Medical Center.LYONS AVENUE, NEWARK, NJ 07112-2027.Location: Newark Beth Israel Medical Ctr.Department Name: Women's Health Unit.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected

You’re one step away from freedom and flexibility around your current schedule.We have immediate per diem (PRN) shifts available for the following position: Labor and Delivery Registered Nurse in Belleville, NJ.Required Certifications: ACLS, BLS, NRP, AWHONN Intermediate.Required Skills: Labor and

Newark Beth Israel Medical Center.Location: Newark Beth Israel Medical Ctr.Department Name: Neonatal Intensive Care Unit.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depe

The (Per Diem) Clinical Nurse is a Registered Professional Nurse who provides safe, competent quality care based on nursing theory and research to a designated group of patients and significant others.Delivers patient care by incorporating the tenets of the professional practice model of Relationshi

OLD SHORT HILLS RD, LIVINGSTON, NJ 07039.Location: Barnabas Health Medical Group.The above reflects the anticipated annual salary range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on several factors, including the c

RR00108051 Job ID: 1147957_RR00108051.NYU Langone Hospital—Brooklyn is a full-service teaching hospital and Level I trauma center located in Sunset Park, Brooklyn.The hospital is central to a comprehensive network of affiliated ambulatory and outpatient practices, and serves as NYU Langone Health'

Cooperman Barnabas Medical Center.Old Short Hills Road, Livingston, NJ 07039.Location: Cooperman Barnabas Medical Ctr.Department: Cardiothoracic Oper Room.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate s

Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!.Full time Visiting RN with $15,000 Sign on Bonus, 32 days off, Medical Dental and Vision and 401K.This Jobot Job is hosted by Donna Gawroski-Kusik.Are you a fit? Easy Apply now by clicking the "Easy Appl

Grand Street, Jersey City, NJ 07302.Location:Jersey City Medical Center.Department Name:Maternity 3 East.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on several fa

The Clinical Nurse is a Registered Professional Nurse who provides safe, competent quality care based on nursing theory and research to a designated group of patients and significant others.Delivers patient care by incorporating the tenets of the professional practice model of Relationship Centered

Cooperman Barnabas Medical Center.Old Short Hills Road, Livingston, NJ 07039.Location: Cooperman Barnabas Medical Ctr.Department Name: 1300 Same Day Surgery.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate

Takes medical histories of expectant mother.Performs initial physical and pelvic examinations.Conducts regular prenatal visits.Consults with the obstetrician if mother appears to be developing medical and/or obstetrical complications.Plans for and provides continuation health supervision and educati

Second Avenue, Long Branch, NJ 07740.Job Title: Asst Director Patient Care.Location: Monmouth Medical Center.The above reflects the anticipated annual salary range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on seve

VNS Health Home Care RNs redefine the standard of patient-centered care for New Yorkers while keeping them out of the crowded hospital system so they can heal and age where they are most comfortable- in their homes and community.Our nurses provide the Future of Care by meeting patients where they ar

Inpatient Rehab-Infant/Toddler.Department Name: Inpatient Rehab-Infant/Toddler.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on several factors, including the candi

Job Reference Id: ORD-202807-NP-NY.Dates Needed: Starting Dec, ongoing for at least 6 months; need up to full time coverage.Board Certification Required: Negotiable.A facility is seeking an OB/GYN nurse practitioner for locum tenens coverage.The facility is located in the Hudson Valley region of New

Cooperman Barnabas Medical Center.Old Short Hills Road, Livingston, NJ 07039.Location: Cooperman Barnabas Medical Ctr.Department: Cardiothoracic Oper Room.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate s

Welcome to Holy Name, a medical center where innovation is not just a goal — it's a commitment.Here, medical excellence thrives, allowing hope to reign supreme and leaving no room for fear.At our hospital, every patient is cared for with undivided attention — because healing every soul is our so

You’re one step away from freedom and flexibility around your current schedule.We have immediate per diem (PRN) shifts available for the following position: NICU Registered Nurse in Belleville, NJ.Required Certifications: BLS, NRP.Required Skills: Attend High Risk Deliveries, Community hospital, L

Prime Staffing is seeking a travel nurse RN Maternal - Newborn for a travel nursing job in Newton, New Jersey.Job Description & Requirements.Active State or Compact RN License.Strong maternal-newborn care experience, patient education skills, and the ability to monitor both mothers and infants post-

You’re one step away from freedom and flexibility around your current schedule.We have immediate per diem (PRN) shifts available for the following position: Labor and Delivery Registered Nurse in Belleville, NJ.Required Certifications: ACLS, BLS, NRP, AWHONN Intermediate.Required Skills: Labor and

Second Avenue, Long Branch, NJ 07740.Location: Monmouth Medical Center.Department Name: Medical & Surgical X.The above reflects the anticipated hourly wage range for this position if hired to work in New Jersey.The compensation offered to the candidate selected for the position will depend on severa