Purpose:
The Chief Financial Officer (CFO) is responsible for the firm’s overall financial strategy, stewardship, and performance. As a member of the executive leadership team, the CFO partners with the CEO, Board, and capital partners to support growth, ensure financial integrity, and optimize enterprise value.
This role oversees accounting, FP&A, and reporting functions, with significant responsibility for M&A valuation and diligence, Quality of Earnings analysis, external audit management, shareholder dividend planning and valuation, budgeting and forecasting, pro forma financial modeling, and financial reporting to capital partners.
Job Responsibilities:
Team Leadership & Operational Excellence
Lead, manage and hold accountable a high-performing FP&A and accounting team. Implement systems and processes that scale with growth.Strategic Financial Leadership
Serve as a strategic advisor to the CEO and Board on financial performance, growth initiatives, capital allocation, and risk management. Develop and execute the firm’s long-term financial strategy in alignment with business objectives. Provide data-driven insights and financial analysis to support executive decision-making.M&A, Valuation & Transaction Support
Lead financial analysis and valuation for mergers, acquisitions, tuck-ins, and strategic investments. Develop and review valuation models, including EBITDA and revenue multiples, discounted cash flow, and scenario analyses. Oversee and evaluate Quality of Earnings analyses, identifying normalization items, risk areas, and sustainability of earnings. Partner with legal, tax, and external partners throughout due diligence, transaction execution, closing, and post-acquisition integration. Prepare acquisition and integration pro forma financial statements to assess accretion/dilution, cash flow impact, and returns.Financial Planning, Budgeting & Pro Forma Modeling
Lead the annual budgeting process and ongoing forecasting. Prepare and maintain pro forma financial models for organic growth initiatives, acquisitions, capital investments, and restructuring scenarios. Monitor financial performance against budget and forecast and provide variance analysis.Accounting, External Audit & Internal Controls
Oversee all accounting operations in accordance with GAAP and regulatory requirements. Serve as the primary point of contact for external auditors. Ensure effective internal controls and scalable financial processes.Tax Strategy & Compliance
Manage firm-level and shareholder tax planning and compliance. Oversee tax considerations related to transactions and entity structuring. Partner with external accounting firm to coordinate quarterly and annual tax filings within given corporate structureCapital Structure, Shareholder Equity and Dividends & Treasury
Manage liquidity, cash flow forecasting, credit covenants, and credit agreements. Design and administer shareholder dividends, tax liabilities, and distribution strategies.Reporting to Capital Partners & Stakeholders
Prepare and deliver timely financial reporting to the Board of Directors, capital partners, investors, and lenders. Support investor communications, forecasts, and covenant reporting. Identify and communicate to capital partners capital requirements for M&AEquipment Used:
Standard office equipmentCloud-based storage softwareCRM softwareMicrosoft Office SuiteExpense reporting softwareHours:
Monday through Friday; 8 AM to 5 PMCore Values:
The following values are essential to the success of the organization:
Culture of Excellence
Know Thy Number: Fully engaged in the team goals with a focus on results.
Be 200% Accountable: High communication and collaboration while offering a teammate support.
Embrace Vulnerability: Trust and vulnerability with teammates with a willingness to give and receive constructive guidance.
Disciplined
Implement Best Practices: Champion the process while seeking improvement for everyone involved. Work Hard: Remove distractions and do the hardest thing first.
Commit: Stay true to your word.
Authentic Leadership
Live an Integrated Life: Be the best version of yourself at home, work, and community. Seek the Truth: Have courage to speak it when necessary & say no to misdirection. Be Self Aware: Overcome fears by maximizing your strengths.
Aim for Excellence: Push yourself and others to raise the bar.
Passionate
Connect Your Role: Your unique ability improves the lives of others. Be Inspired: The right seat will intrinsically motivate you.
Tell Your Story: Share your personal experiences to help others.
Selflessness
Put Other’s Needs First: Place concerns of clients and team above self.
Be Empathetic: Use both emotional and cognitive empathy with others.
Practice Humility: Share success with the team.
Knowledge, Skills, and Abilities:
Proven experience with M&A valuation, Quality of Earnings analysis, and financial due diligenceKnowledge of tax strategies, budgeting, pro forma modeling, shareholder dividends, and capital partner reporting Working knowledge of Generally Accepted Accounting Principles and Procedures (GAAP)Progressive analytical knowledge and interpersonal skillsExcellent verbal, written, and presentation communication skillsHigh degree of accrual accounting and corporate structure knowledgeSelf-driven, independent, adaptable, detail-oriented, and creative problem-solving skillsHighly detailed, accurate, organized, and able to think beyond the current processAbility to build and maintain good rapport with internal and external customers and handle situations withconfidence, tact, and resourcefulnessFlexible, adaptable, with the ability to work under pressure to meet deadlines in a fast-paced environmentProficient in the Microsoft Office suiteEducation:
Bachelor’s degree in Finance, Accounting, Economics, or related field required CPA, CFA, and/or MBA preferredExperience:
10+ years of progressive financial leadership experiencePurpose:
Strategically and proactively sources passive and active candidates to build and maintain quality talent pipelines for current and future workforce needs. Understands the Ideal Candidate Profiles to effectively leverage appropriate sources and channels. Builds and maintains relationships with potential candidates, schools, and associations. Reviews resumes and contacts candidates to ascertain cultural and experience fit, interest, and refers to hiring managers as appropriate. Manages and participates in all aspects of the selection process while playing a key role in the selection process. This role communicates our Firm’s mission, values, and beliefs and tells our story.
Job Responsibilities:
Collaborate with hiring managers to review, revise, and write accurate role descriptions, ideal candidate profiles, and requisitions.Develop recruiting strategies that generate a pipeline of qualified candidates from a variety of means and sources. Write compelling ads, presentations, and other forms of communication that appropriately represent the company, employee value prop, and our career opportunities. Effectively articulate information to candidates about our company, including mission & values, service, benefits, and career development.Prescreen candidates to evaluate values, culture fit, and profile assessments results that align with role requirements.Coordinate with hiring managers to schedule interviews and guide candidates through the interview process.Attend career fairs and coordinate any internal company career nights.Effectively communicate job offers to candidates verbally and in writing.Conduct comprehensive background screens, including reference checks.Handle notification of candidates not selected for open positions.Maintain a pipeline of candidates to ensure staffing needs can be met in a timely manner.Continuously evaluate recruiting strategies to make improvements and adjustments to achieve an efficient and effective process.Keep well-documented files of all candidates.Ability to recruit candidates nationally through remote means.Ability to work on several recruitment projects simultaneously.Perform other HR related tasks or projects as needed.Knowledge, Skills, and Abilities:
Excellent verbal, written, and presentation communication skillsAdaptable, accurate, and creative problem-solving skillsProficient in Microsoft Office suiteAbility to coordinate on multiple projects simultaneouslyEducation:
Bachelor's degree in human resources/business management preferredExperience:
3-5 years of full-cycle recruiting experience- Wealth Management/Financial Services experience preferred but not required. Read LessPurpose:
Strategically and proactively sources passive and active candidates to build and maintain quality talent pipelines for current and future workforce needs. Understands the Ideal Candidate Profiles to effectively leverage appropriate sources and channels. Builds and maintains relationships with potential candidates, schools, and associations. Reviews resumes and contacts candidates to ascertain cultural and experience fit, interest, and refers to hiring managers as appropriate. Manages and participates in all aspects of the selection process while playing a key role in the selection process. This role communicates our Firm’s mission, values, and beliefs and tells our story.
Job Responsibilities:
Collaborate with hiring managers to review, revise, and write accurate role descriptions, ideal candidate profiles, and requisitions.Develop recruiting strategies that generate a pipeline of qualified candidates from a variety of means and sources. Write compelling ads, presentations, and other forms of communication that appropriately represent the company, employee value prop, and our career opportunities. Effectively articulate information to candidates about our company, including mission & values, service, benefits, and career development.Prescreen candidates to evaluate values, culture fit, and profile assessments results that align with role requirements.Coordinate with hiring managers to schedule interviews and guide candidates through the interview process.Attend career fairs and coordinate any internal company career nights.Effectively communicate job offers to candidates verbally and in writing.Conduct comprehensive background screens, including reference checks.Handle notification of candidates not selected for open positions.Maintain a pipeline of candidates to ensure staffing needs can be met in a timely manner.Continuously evaluate recruiting strategies to make improvements and adjustments to achieve an efficient and effective process.Keep well-documented files of all candidates.Ability to recruit candidates nationally through remote means.Ability to work on several recruitment projects simultaneously.Perform other HR related tasks or projects as needed.Knowledge, Skills, and Abilities:
Excellent verbal, written, and presentation communication skillsAdaptable, accurate, and creative problem-solving skillsProficient in Microsoft Office suiteAbility to coordinate on multiple projects simultaneouslyEducation:
Bachelor's degree in human resources/business management preferredExperience:
3-5 years of full-cycle recruiting experience- Wealth Management/Financial Services experience preferred but not required. Read LessClient Service Associate
Purpose:
Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.
Job Responsibilities:
Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status. Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes. Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events. Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary. Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments. Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members. Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etcRemain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities. Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations Comply with company-wide policies and SEC regulationsKnowledge, Skills and Abilities:
Progressive analytical knowledge, client service, and interpersonal skillsExcellent verbal, written, and presentation communication skillsGeneral understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)Adaptable, detail-oriented, and creative problem-solving skillsAbility to multitask, learn, and think beyond the current processProficient in Microsoft Office suiteEducation and Experience:
High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferredOther:
Series 65 License achieved within 30-60 days after hire Read LessPurpose:
The Marketing Operations Manager implements Credent's marketing plan across Wealth Management and Advisor Solutions businesses. This role supports the firm's growth objectives through the execution of effective brand communication and targeted marketing initiatives. The Marketing Operations Manager is an execution-focused position requiring strong judgment, accountability, and the ability to independently identify and drive action items. This role is highly process-driven and is proactive in identifying opportunities to improve workflows and enhance output quality.
Job Responsibilities:
Execute quarterly strategic objectives set by Marketing Strategy CommitteeMaintain brand consistency across Wealth Management and Advisor Solutions businessesExecute client and advisor-focused marketing programs including collateral, events, and digital campaignsImplement marketing action plans with measurable objectives and performance metricsStreamline workflows to enhance productivity and efficiency across the teamProvide recommendations and insights based on internal observations and feedbackManage content calendar and editorial strategy implementationOversee website enhancements that optimize conversion pathwaysSupport M&A communications and advisor transitions with appropriate messagingImplement conference and micro-event programs and advisor marketing resourcesManage Credent's social media presence across LinkedIn, Facebook, and YouTubeCoordinate production and distribution of client-facing and advisor-facing video contentMaintain alignment between marketing initiatives and Credent's client experienceMonitor key performance indicators and provide routine reporting on key metricsMaintain compliance across all marketing programsDirect supervision of marketing specialistsManage relationships with agencies and vendorsGuide advisors on marketing best practices and available resourcesOversee project timelines, budgets, and deliverablesKnowledge, Skills, and Abilities:
Strong project management skills with ability to prioritize competing demandsExperience with digital marketing platforms, analytics, and email marketing systemsExceptional written and verbal communication skillsKnowledge of compliance requirements in financial services marketingExperience supporting both retail and B2B marketing initiativesProactive work ethic with excellent organizational abilitiesCollaborative approach to cross-functional initiativesAttention to detail and consistent follow-throughProfessional demeanor aligned with Credent's standardsAdaptability and commitment to continuous improvementEducation: Bachelor's Degree in Marketing, Communications, or related field or equivalent work experience
Experience: 5+ years Marketing experience in financial services or related field
Read LessPurpose:
The Partner Integration Relationship Manager is responsible for successful growth initiatives through Credent’s Partner Integration business model. This role services as the dedicated point of contact, guiding firms through the entire process, ensuring well planned transitions measured by client conversion rates and full onboarding of assets to Credent’s UMA platform. The PI Relationship Manager oversees small-to-medium sized projects, working directly with the Partner Integration Sales Team, Project Coordinators, Operations Team and each onboarding partner to act as their guide and liaison throughout the Credent process including due diligence, client conversion, integration and client onboarding.
Responsibilities:
Ensure adherence to the Partner Integration Core Process.Work with Project Coordinator to kick off the Playbook for small-to-medium-sized partner integration projects as each new contract is signed.Serve as point of contact for new partners merging into Credent. Act as a single point of contact to navigate through the Partner Integration Core Process up to assimilation to the Credent Experience. Travel to new site locations as needed to support healthy communication and strong relationships.Create, refine, and implement processes as they pertain to the Partner Integration Core Process. Ability to lead organized departmental meetings and coordinate with all integration team members.Maintain knowledge in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.Work with all other team members in a way that is conducive to the mission, values, and beliefs of the company to provide client service beyond expectations. Comply with company-wide policies and relevant regulations.Knowledge, Skills and Abilities:
Ability to quickly develop rapport and build trusting relationships.Proven success at holding others accountable to accomplishing time-based objectives. Effectively present and communicate material in a manner that is compelling, creditable, and easily understood. Project management skills and ability to manage and maintain core processes. Excellent verbal and written communication skills (including excellent LISTENING skills) Understanding of complex transactions and financial models Self-driven, independent, adaptable, and creative problem-solvingProficient in Microsoft Office suiteEducation and Experience:
Bachelor's degree in business or related field preferred3+ years of demonstrated experience building dynamic, project-based relationshipsEquipment Used:
Standard office equipment CRM software (Salesforce)Microsoft Office SuiteCloud-based storage software (Box) Video-conferencing software (Zoom)Expense reporting software (Concur)Hours:
Monday through Friday; 8 AM to 5 PMPeriodic travel will be required.Periodic work outside of regular business hours will be required. Read LessPurpose:
The Relationship and Client Support Manager leads the client support and audit team and acts as a liaison between the client-facing advisory teams and the platform operations team. The client support and audit team is responsible for ensuring the timely and accurate creation of new accounts and maintenance of existing accounts. The Manager will be held accountable for: 1) setting a high standard for responsiveness to requests, 2) ensuring accuracy of deliverables and minimizing errors, and 3) adhering to information security standards.
Responsibilities:
Build and manage a high-functioning Client Support Team with a core focus on Operational Excellence in account creation, maintenance and auditing.Work closely with Regional Managers and Advisors as the primary operational and relationship resource to ensure seamless client experiences.Provide strategic insight into the development of efficiencies targeted at maximizing productivity per employee and value-add from existing systems, processes, and personnel.Work closely with key Subject Matter Experts (SMEs) to ensure consistency and accuracy and measure productivity improvements to core processes. Lead and provide timely solutions to client support and audit issues utilizing Root Cause Analysis processes and Just Culture principles.Prepare and present deliverables to departmental directors and other team members, as requestedOversee the hiring, training, professional development including compensation progression, of all personnel within the Client Support and Audit Team. Support the partner integration process through efficient digital paperwork preparation and processing by adherence to the new client core process for clients, onboarding advisors, and outside firms. Oversee and structure regular audits tied to the investment and trading platform and oversee continuous improvements and firmwide understanding. Work closely with department directors including Information Technology, Partner Integration, Portfolio Management and Human Resources.Develop, lead, and manage critical projects via team of analysts Comply with company-wide policies and SEC regulationsKnowledge, Skills and Abilities:
Ability to quickly develop rapport and build trusting relationships.Proven success at holding others accountable to accomplishing time-based objectives.Effectively present and communicate material in a manner that is compelling, creditable, & easily understood.Project management skills and ability to manage and maintain core processes. Excellent verbal and written communication skills Understanding of complex transactions and financial modelsSelf-driven, independent, adaptable, and creative problem-solving Proficient in Microsoft Office suiteSeries 65 (preferred)Education and Experience:
Bachelor's degree in business or related field preferred5+ years of managing support service or related professionalsEquipment Used:
Standard office equipmentCRM software (Salesforce) UMA Platform (Orion)Microsoft Office SuiteCloud-based storage softwareVideo conferencing software - Zoom Expense reporting softwareHours:
Monday through Friday; 8 AM to 5 PM Periodic travel will be required. Periodic work outside of regular business hours will be required. Read LessCX Institutional, LLC d/b/a Credent Wealth Management is a $4.0 billion Registered Investment Advisor (RIA) headquartered in Indiana, offering a uniquely human-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic growth and 10+ strategic acquisitions focused on providing advisors with a customized, cooperative transition as they build their succession plans. Credent's culture creates lasting, meaningful relationships, enabling advisors to do their best work while ensuring clients can maintain their standard of living without financial worry. In 2024, Forbes recognized Credent as one of the top RIA firms in the U.S. For more information, visit Credent Wealth Management.
Job Title: Wealth Manager
Purpose:
As part of the Wealth Management Client Experience Team, the Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on matters of financial planning, estate planning, risk and insurance management and tax management. This role is the key point of contact on the client experience team that leads and helps clients identify, prioritize, and ultimately achieve their financial goals. As a fiduciary, Wealth Managers foster and build long-term, trusting relationships with clients while delivering financial advice based on the clients' best interests. The Wealth Manager works alongside a Wealth Advisor, Financial Planner, Client Service Associate, and Client Care Coordinator serving the same clients with $250,000 and above on platform with the firm. The Wealth Manager will build and maintain comprehensive plans for presentation to clients and will also assist with the daily needs of serving the client. The Wealth Advisor leads the investment management portion of the relationship as well as the Raving Fan experience in addition to all business development and new client onboarding. This team, including the Wealth Manager, have regular client interaction, outbound proactive calls, and actively participate in Goal Review & Risk Audit meetings. The primary measurements of a successful Wealth Manager are client retention, completion of goal reviews, and risk audits.
Job Responsibilities:
Adherence to the core process, while providing proactive and reactive service within the Credent Experience for client careRegularly meets with assigned clients at least twice per year to foster and build long term, trusting relationships through the Credent Experience processConduct and present a Risk Audit analysis to clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and tax Conduct and present a Goal Review by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchase, and miscellaneous planning needs. These plans are then stress tested and shared with the clientCommunicate with and educate clients to ensure an understanding and appreciation of Credent’s fiduciary standards and the benefits of our team and process service structure Participate in and support the Wealth Advisor at various firm sponsored educational and social events with leads and clients Work with team members in a way that is in accordance with the mission, core values, and beliefs of the company to provide client service above and beyond expectations Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodiesKnowledge, Skills, and Abilities:
Service oriented skill set Progressive analytical knowledge and interpersonal skills Ability to build trusting interpersonal relationships through empathy and active listening skills Adaptable, accurate, and creative problem-solving skills Proficient in Microsoft Office suite Knowledge of financial planning and investment reporting softwareEducation:
Bachelor’s Degree or equivalentExperience:
5+ years in Financial Planning, Wealth Management, or related fieldOther:
Financial services experience Series 65 or equivalent Certified Financial Planner (CFP) is required Advanced degrees or designations such as CPA or JD preferredWork Environment/Hours/Travel:
Monday through Friday; 8:00 am – 5:00 pm plus occasional evenings and weekends In office attendance required Travel is frequently required Meetings and events may require work outside normal office hours and outside of office locationEquipment Used:
Standard office equipment Cloud-based storage software Financial Planning software CRM Software Microsoft Office Suite Expense reporting software Read Less