Opportunity

SMArtX Advisory Solutions, a rapidly growing financial technology company serving the wealth management industry, is seeking an experienced Executive Vice President (EVP) of Finance to lead the company’s financial operations, strategy, and reporting.

Reporting directly to the Chief Executive Officer, the EVP of Finance will serve as a key member of the executive leadership team and a trusted advisor to the CEO and Board of Directors. This executive will help guide financial decision-making, maintain strong financial controls, ensure regulatory compliance, and support the company’s continued growth.

The ideal candidate is an accomplished finance leader who brings a high standard of accuracy, integrity, accountability, and sound judgment to the organization.

Key Responsibilities

• Provide strategic leadership and day-to-day oversight of all financial operations, including accounting, treasury, financial planning and analysis (FP&A), tax, and internal controls.
• Develop and execute the company’s financial strategy in alignment with its overall business objectives and growth plans.
• Oversee the preparation and integrity of financial statements, management reports, and regulatory filings, ensuring accuracy and compliance with GAAP and applicable regulations.
• Lead the annual budgeting, forecasting, and long-range financial planning processes.
• Present financial results, forecasts, risks, and recommendations to the CEO, Board of Directors, and other stakeholders, as appropriate.
• Establish and maintain strong financial controls and accounting processes designed to minimize risk, prevent errors, and ensure that identified issues are promptly remediated.
• Manage relationships with external auditors, banking partners, tax advisors, and regulatory bodies.
• Oversee the company’s capital structure, cash management, treasury activities, and liquidity planning to support operational and strategic needs.
• Identify and implement opportunities to improve financial processes, increase automation, strengthen reporting, and manage costs effectively.
• Build, mentor, and lead a high-performing finance team while fostering a culture of accountability, accuracy, collaboration, and continuous improvement.
• Partner cross-functionally with Trading, Operations, Legal, Compliance, and other departments to support enterprise-wide initiatives and risk management.
• Serve as a key advisor to the CEO and Board of Directors on financial matters affecting the company’s operations and strategic direction.
• Perform additional responsibilities as assigned by the CEO or Board of Directors.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Significant experience in a senior finance leadership role overseeing accounting, financial planning, reporting, treasury, tax, and internal controls.
• Strong knowledge of GAAP, budgeting, forecasting, financial controls, and regulatory compliance.
• Proven ability to lead and develop a high-performing finance team while collaborating effectively across departments.
• Experience working with executive leadership and presenting financial results and recommendations to a Board of Directors or other senior stakeholders.
• Strong analytical, communication, problem-solving, and decision-making skills.
• Demonstrated success improving financial processes, reporting, automation, and operational efficiency.
• Exceptional attention to detail, discretion, integrity, and accountability.
• Experience in financial services, wealth management, fintech, or another regulated industry is strongly preferred.
• CPA, MBA, or another relevant advanced degree or professional designation is preferred.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is a financial technology firm transforming how wealth management firms build, manage, and scale their managed account programs. Through our award-winning turnkey asset management platform (TAMP), we provide financial institutions, RIAs, asset managers, and other wealth management organizations with modern technology and operational infrastructure designed to simplify and streamline investment account management.

Our team combines financial services expertise with innovative technology to help our clients operate more efficiently and scale their businesses. At SMArtX, you'll join a collaborative, fast-paced environment where employees can take ownership of their work and make a meaningful impact as the company continues to grow.

SMArtX Advisory Solutions is an equal opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to any characteristic protected by applicable federal, state, or local law.