Wealth Management Opportunity in Financial Services
Director of Accounting
Location: Boston
Role Type: Full time
Salary: $200,000 - $250,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
The Director of Accounting owns the monthly close, financial reporting, and accounting controls for a wealth management business scaling quickly through acquisition, while also driving cross-functional work across accounting, operations, and advisor relations. The ideal candidate moves comfortably between technical accounting judgment and hands-on problem solving and is energized by building processes in a business.
Responsibilities:
- Own the monthly close and drive the team toward a 5-business-day close, coordinating billing, revenue share, and commission/bonus accruals across multiple entities and locations.
- Design and enforce controls over billing, revenue share, and journal entry tagging, including segregation of duties between client-facing staff and billing-critical data.
- Oversee billing operations across Black Diamond and NetSuite, driving toward standardized, fee calculation and invoicing.
- Manage the working relationship with the parent company’s shared services team for AP, payroll, and Workday-based workflows.
- Coordinate vendor and contract oversight, eliminating duplicative or expired spend and establishing a defined contract closeout process.
- Represent accounting in pre-signing diligence on new acquisitions, ensuring deal terms (deferred payments, earnouts, revenue share) are operationally trackable before contracts are executed.
- Assist in continuously improving the M&A integration playbook based on lessons learned from prior deals.
- Partner directly with wealth managers and relationship managers on billing, referral fee, and revenue share questions, translating between operational reality and accounting/legal requirements.
- Work with HR on compensation, bonus, and commission plan administration, ensuring contractual obligations are properly tracked and accrued.
- Act as the cross-functional communication link so that changes in billing arrangements or advisor structures are flagged to accounting before they take effect, not after.
- Lead, coach, and develop a team of accounting and finance professionals, building a culture of ownership and continuous improvement.
- Act as a trusted extension of the CFO on special projects, cross-functional initiatives, and executive-level communication.
- Translate CFO priorities into executable plans for the team, and surface ground-level operational realities back up to the CFO and leadership team.
- All other duties as assigned
Education Requirements:
- Bachelor’s Degree from accredited university in Accounting, Finance, or related field, High School Diploma or equivalent (GED) is required.
- Active CPA License required.
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Basic Requirements:
- 10+ years of progressive accounting/finance experience, preferably including direct experience in a private equity–backed portfolio company environment (required).
- Experience in financial services strongly preferred.
- Experience with Workday (or a comparable wealth management portfolio accounting platform) preferred.
- Experience with M&A integration, and post-close accounting cleanup.
- Demonstrated experience managing, mentoring, and developing a team.
- Advanced Excel proficiency and demonstrated comfort building process and structure where none currently exists.
Preferred Requirements:
- Master's degree in Accounting, Finance, or Business Administration.
- Experience within wealth management, financial services, registered investment advisory (RIA), or professional services environments.
- Experience supporting acquisitions and post-acquisition integration efforts.
- Familiarity with multi-entity accounting structures and private equity-backed organizations.
Skills Required
- Bachelor's degree from an accredited university in Accounting, Finance, or a related field
- High school diploma or equivalent GED
- Active CPA license
- 10+ years of progressive accounting or finance experience
- Experience with M&A integration and post-close accounting cleanup
- Demonstrated experience managing, mentoring, and developing a team
- Advanced Excel proficiency
- Experience building process and structure in an unstructured environment
- Experience in financial services
- Experience with Workday or a comparable wealth management portfolio accounting platform
- Experience in a private equity-backed portfolio company environment
- Master's degree in Accounting, Finance, or Business Administration
- Experience in wealth management, financial services, registered investment advisory, or professional services environments
- Experience supporting acquisitions and post-acquisition integration efforts
- Familiarity with multi-entity accounting structures and private equity-backed organizations
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
