Dialectic is seeking a Chief Financial Officer [CFO] with senior-level financial services and fund operations experience to take ownership of the firm’s global financial control, accounting, corporate finance and fund operations functions. The successful candidate will oversee global financial control, accounting, corporate finance (including M&A), fundraising, and reporting across our group entities, the offshore (Cayman) funds under our advisory, as well as select financial affairs for our founding members.
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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.