Chief Financial Officer (CFO), Investment Management Greater Boston, MA Area + 2 more

The Company is seeking a Chief Financial Officer to lead strategic finance for a global investment management business. The CFO will translate business strategy into financial plans, guide performance management and resource allocation, and assess portfolio economics to inform investment, growth, partnership, acquisition, restructuring, or exit decisions. Responsibilities include leading budgeting and forecasting, improving visibility into product and client profitability, guiding pricing and commercial decisions, and overseeing transformation investment governance. The role also ensures strong financial controls and regulatory compliance while building a high-performing global finance organization and advising senior leaders. Candidates should have at least 15 years of progressive finance leadership experience in large, complex financial services organizations, including deep investment management expertise and command of asset manager economics. Required strengths include strategic finance, planning and performance management, resource allocation, transformation leadership, and the ability to influence and challenge senior executives. Experience with strategic transactions, technology and data modernization, and regulated global organizations is valuable. An undergraduate degree is required; an MBA, CPA, or CFA is preferred.

Hiring Company

State Street