Financial Strategist and Operations Director
1 month ago
Overview
Capstone Asset Management is a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer active in various Canadian provinces. We strive to uphold Biblically informed values in our investment approach, which emphasizes stewardship of assets entrusted by God.
About Us
We provide full discretionary investment management and individual investment mandates to high-net-worth individuals and families, institutions, pensions, foundations, and family offices. Our location is Langley, BC, with a hybrid/in-office setup available.
Job Description
The Chief Financial Officer (CFO) will play a pivotal role in providing strategic direction and financial oversight across various departments. This includes finance, HR, IT, legal, and sales and marketing. The CFO will be part of the Leadership Team, collaborating with key executives to drive business growth.
Key Responsibilities
- Manage and oversee the finance and operations department.
- Provide financial guidance and leadership to cross-functional teams.
- Analyze financial data to inform strategic decisions.
Requirements
To succeed in this role, you will need:
- A Bachelor's degree in business administration, finance, or a related field; an MBA is preferred.
- A proven track record of success in senior leadership roles within the financial services industry.
- Strong financial acumen and analytical skills.
- Experience leading cross-functional teams and managing projects effectively.
Estimated Salary
$120,000 - $180,000 per year, depending on experience.
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