Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Vice President, Finance

  • Job Tag: #LI-TF1
  • Posted: June 22,2022

Vice President, Line Finance Officer – Advisor Acquisition


Responsible for all financial aspects of the AWM Advisor Acquisition business segment. This includes Experienced Advisor Recruiting, Lending parameters and analytics through the life cycle of an Advisor. Manages the overall business segment planning and budgeting processes and drives optimization of the strategic business segment through analysis of business segment effectiveness. Partners with business areas on forecasting business results and scenarios to evaluate and propose initiatives aligned with business goals that drive PTI. Provides leadership to the business segment finance team. Acts as primary senior finance partner to business segment.


  •  Lead business segment LFO to manage overall Advisor activities related to the business segment.
  • Includes planning and analysis in partnership with the business to drive growth across the segment while balancing associated risk.             
  • Developing and forecasting business results and scenarios to evaluate and propose initiatives to drive results.
  • Provide strategic direction for LFO team and adapt strategies to changing circumstances as required.
  • Clearly communicate the strategic direction of LFO team to the team and key partners.
  • Direct the execution of overall planning, analysis, diagnostics, and decision support. Establish and maintain adequate financial controls, policies and procedures as needed.
  • Partner with Senior Leaders for business segment to drive results.
  • Ensure effective controls are in place to proactively manage risk and remain in compliance with company policies and procedures.
  • Manage the budget for areas of responsibility and work to identify and solve potential challenges and opportunities.
  • Think strategically, creatively, and drive innovation with a focus on continuous improvement.
  •  Build and develop talent and manage performance of assigned team(s). Effectively manage and lead through change.
  • Maximize relationships, build trust, and communicate effectively across business units, staff groups, and geographic locations.

The Person Qualifications & Experience:

  • Bachelor's degree or equivalent.
  • 7-10 years of deep finance and accounting experience.
  • M&A and or strong contract pricing experience.
  • Lending experience a plus.
  • Ability to communicate complex concepts in a credible and clear manner.
  • Demonstrated ability to solve complex and multi-variable problems.
  • Proven ability to establish and maintain adequate controls.

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