Remote Corporate finance Jobs • US

The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing towards a client facing advisor role or is exploring the various career paths of a financial planner.

Shape the next chapter of JustAnswer’s journey as a strategic, growth-oriented Chief Financial Officer (CFO). This role is an 18–24 month journey, leading high-impact work during a key period of transformation. You'll serve as a key business architect and strategic thought partner, shaping the company’s strategy, optimizing our portfolio of brands, and building a compelling blueprint for sustainable, long-term value creation.

The Wealth Management Enablement (WME) Manager will help to drive frictionless service within Wealth Management by supporting advisors and client service specialists with communication, education and training, and process improvement. This role involves curating a strategic curriculum, delivering training, identifying process efficiencies, and supporting M&A integration. The manager will also maintain communication with stakeholders and advocate for Wealth Management to ensure solutions drive productivity and scale.

The Director of Client Finance is responsible for overseeing Charter Impact’s service delivery, as well as acting as an outsourced CFO on behalf of our clients. The DOCF oversees all finance, accounting and compliance reporting for assigned clients by working collaboratively with the Charter Impact Teams and ensuring accuracy and timeliness of financial information. This Director position is highly visible to Charter Impact clients and must deliver excellence in professional expertise and customer-service.

As a CRE Portfolio Manager II in the Affordable Housing Division, you will be responsible for underwriting complex affordable housing construction and permanent loan originations, including those related to LIHTC and other CRA qualified public-private partnerships. This role will develop and analyze affordable housing credits providing strong, thorough recommendations. Monitor borrower financial information, project performance, covenant compliance, maturities, and delinquencies, and provide accurate assessments of ongoing financial stability. Manage a CRE portfolio of borrowing clients with responsibility for portfolio quality.