About the job

Job Summary

Investments & Wealth Institute is seeking an experienced Controller to lead its accounting function and oversee financial reporting, accounting operations, and internal controls. The ideal candidate has strong technical accounting expertise, experience managing financial audits and accounting systems, and a demonstrated ability to lead staff and improve financial processes.

The Controller is responsible for the accuracy and integrity of the Institute's financial records and reporting, including the monthly and year-end close, financial statements, revenue recognition under ASC 606, the annual audit and Form 990, internal controls, and the accounting function's operating plan and budget.

The Controller supervises accounting staff, administers the Institute's financial systems, and serves as the finance lead for the implementation of Sage Intacct, with responsibility for designing well-documented, automated processes where practical. The Controller provides financial information and analysis to the CFO, CEO, department heads, and the Finance & Audit Committee.

Key Responsibilities

Education and Experience

Required

Preferred

Skills and Abilities

Physical Requirements

Benefits

Investments & Wealth Institute offers a comprehensive benefits package designed to support the health, well-being, and financial security of our employees. Benefits include medical, dental, and vision insurance, a 401(k) retirement plan with employer match, paid time off, paid holidays, life and disability insurance, flexible spending accounts, employee assistance resources, and professional development opportunities. Eligibility is subject to plan terms and employment status.

Equal Opportunity Employer

Investments & Wealth Institute is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin, ancestry, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.

Company Description 

The Investments & Wealth Institute is a premier professional membership association and leading credentialing body for wealth management certifications in the United States and globally. It serves the educational and professional development needs of advanced financial advice practitioners, particularly those working with high- and ultra-high-net-worth clients. Institute members include successful wealth managers and advisors, RIA teams, ensemble practices, and enterprise-level leaders in the financial advice industry. The organization provides award-winning publications and a comprehensive suite of continuing education programs, including an online Academy, private classes, live seminars, and national conferences. Its three flagship certifications—CPWA®, RMA®, and CIMA®—are widely recognized as marks of deep expertise and professional excellence.