About this role
Finance Director, Wealth Segment (Hybrid) at Trustage. Location: Madison, Wisconsin, United States. Role: Lead strategic planning, Partner with finance, Develop staff Requirements: Lead strategic financial planning; CPA/CMA or similar; 12+ years in financial management; 4–5 years leading teams; strong executive consulting and influence skills. Category: Finance and Accounting Seniority: Senior Level Tools: CPA, CMA, CLU, ChFC, CCUE, FSA Certifications: cpa, cma, clu, chfc, ccue, fsa Commitment: Full Time Workplace: Hybrid Languages: English