Director, FP&A, Asset Management
Aviso Wealth
About this role
The Director of FP&A in Asset Management leads financial planning and analysis to support strategic decision-making within the asset management sector. The role involves overseeing financial operations, developing budgets, and providing insights to optimize investment performance.
Skills
Qualifications
About Aviso Wealth
aviso.caIndustries
Finance
Aviso is a company that empowers businesses to enhance their investment strategies through a range of comprehensive wealth management solutions. It specializes in providing tools and services designed for investors, ensuring they have the resources needed to make informed financial decisions. Aviso's offerings include investment platforms and management solutions aimed at optimizing client portfolios and investment outcomes. With a focus on innovation and client support, Aviso is dedicated to helping businesses effectively manage and grow their investments.
Recent company news
Newswire CanadaOneVest Strengthens Custodian Connectivity with New Aviso Wealth Integration
Nov 4, 2025
Yahoo! Finance CanadaNEI announces change to its leadership team
Jul 23, 2025
Advisor.caIndustry moves: Nicola Wealth announces leadership changeup
Oct 17, 2025
Newswire CanadaAviso's annual report celebrates a transformational 2024
Apr 30, 2025
Business WireConquest Planning Inc. and Aviso Join Forces to Enhance Financial Planning for Canadian Investors
Sep 7, 2023
About Aviso Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Aviso Wealth.
Salary
$156k – $208k
per year