Growth‑Oriented Controller for Private Equity–Backed Wealth

Posted 2 days ago

mission wealth management lpSanta Barbara (CA)

Treasurers and Controllers Portfolio Management and Investment Advice

SENIORITY

Director

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About the role

Mission Wealth seeks a growth-minded Controller to lead accounting operations, financial reporting, internal controls, and monthly closes. This role partners with finance leadership to design scalable infrastructure for a private equity-backed firm undergoing national expansion. The ideal candidate combines CPA credentials with 6+ years of progressive accounting experience in wealth management or financial services, and strong GAAP expertise.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.