About Trajan Wealth
With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.
What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.
Role Overview
We're seeking a Co-Director of Finance to join our leadership team. In this role, you'll work alongside the existing Director of Finance to co-lead the department, split key responsibilities, and collaboratively drive the financial strategy, planning, and operations that support our mission: helping clients secure and grow their financial future.
This is a unique opportunity for a dynamic financial professional to step into a high-impact leadership role with shared ownership of strategic initiatives, operational excellence, and system-wide improvements across a fast-paced, service-driven organization.
Duties and responsibilities
- Strategic Financial Leadership
- Lead budgeting cycles, financial modeling, forecasting, long term financial plans and analyzing risks and consolidated planning across revenue, gross profit, and operating expenses
- Create reporting on a monthly, quarterly, and annual reporting basis -analyzing results, synthesizing key trends, and presenting insights to executive leadership
- Deliver ad hoc financial analysis to support high-impact decisions across the business
- Financial Operations Oversight
- Lead payroll administration and expense report reconciliation
- Manage accounts payable and accounts receivable processes
- Partner with 3rd party administrator for oversight of Trajan's 401k plan. Which also includes reporting for 401(k) and Trajan Special Equity Participation Plan (TSEPP).
- Lead departmental monthly bonus preparation and reporting.
- Systems & Process Optimization
- Partner with internal departments to ensure financial systems (NetSuite, Creatio, Snowflake, Sigma and ISolved) align with business financial needs
- Lead vendor coordination and successful automation and integrations
- Support and continuously improve the financial system of record, data integrity, and reporting capabilities
- Cross-Functional Collaboration
- Collaborate with various departments to support financial initiatives
- Drive alignment across departments through a structured annual and long-term planning process
- Develop and implement financial planning policies, timelines, tools, and communication strategies
- Contribute to a culture of accountability, transparency, and process improvement within the Finance team and the broader organization
Qualifications
- Bachelor's degree in Finance or Accounting
- 10+ years of progressive experience in finance, with a strong foundation in FP&A, accounting, and systems integration
- 5+ years experience leading, coaching and developing team members
- Proficiency with NetSuite and other financial databases
- Experience managing cross-functional projects and multiple stakeholders
- Strong analytical skills and with the ability to deliver clear, actionable insights to senior leadership
- Exceptional communication skills-both written and verbal-and a collaborative mindset
- High attention to detail and accuracy, especially when preparing reports and presentations for leadership
- Ability to influence without authority, navigate change, and work effectively in a fast-paced, client-centric environment
Benefits
- $170,000 to $225,000 base salary plus bonus
- 401(k) with a matching contribution up to 13%.
- United Healthcare PPO medical coverage for employees, paid by the company.
- Delta Dental PPO, United Healthcare Vision, Short Term Disability, Long Term Disability, Life Insurance, and many more voluntary options.
- Generous holidays and PTO.