Financial Leadership Role in Asset Management
1 day ago
At Regent College, we seek a customer-oriented and relational business leader to join our team as Chief Financial Officer (CFO). The CFO will manage and oversee the finance and operations department, providing strategic direction and financial oversight across various departments.
The successful candidate will report directly to the President and collaborate closely with other members of the Leadership Team to drive growth, ensure compliance, and enhance overall organizational effectiveness. They will be part of the Leadership Team, which includes the President/Chief Investment Officer, Chief Compliance Officer, Senior Portfolio Manager – Private Wealth, and Senior Portfolio Manager – Public/Private Equity.
This role also has nine direct reports. If you are gifted in problem solving, innovation, and managing projects, and are passionate about setting strategy and vision, we would love to connect with you.
About Our Organization
We are a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick, Newfoundland & Labrador, and PEI. Striving to hold to Biblically informed values, we provide full discretionary investment management and individual investment mandates to high-net-worth individuals and families, institutions, pensions, foundations, and family offices.
A Biblical Worldview
Our investment approach is governed by our Biblical worldview, believing the Bible has investment principles applicable to everyone. A Biblically informed philosophy towards our finances is far more encompassing than simple stock screening or traditional “ethical investing.” Some principles and beliefs we apply regularly to our advice and research include:
- Preserve capital and minimize speculation
- Do not presume upon the future
- Live and give generously
- Steward the assets God entrusts to each of us
Key Responsibilities
The Chief Financial Officer will contribute to a positive team culture and uphold our standards of excellence, conduct, and principles to safeguard both the integrity and reputation of the business. They will drive continuous improvement and innovation while upholding our values of Integrity, Excellence, Contemplation, Service, and a Biblically informed approach.
Requirements
- Bachelor's degree in business administration, finance, or a related field; MBA preferred.
- Proven track record of success in senior leadership roles within the financial services industry.
- Strong financial acumen and analytical skills; CPA designation required.
- Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels.
- Demonstrated ability to think strategically, solve complex problems, and drive results.
- A commitment to upholding ethical standards and operating with integrity in all business dealings.
- Knowledge of Biblical principles and a commitment to incorporating them into leadership and decision-making processes.
- Experience leading cross-functional teams and managing projects and resources effectively.
- Travel may be required.
Location and Salary
The position is located in Langley, BC. The estimated salary for this role is $120,000 - $180,000 per year, depending on experience. We offer a competitive benefits package and opportunities for professional growth and development.
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