Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Key Responsibilities
This role acts as the primary configuration, administration, and security expert for all Finance (FIN) modules, providing strategic systems and business process guidance to the organization, and partners with Corporate IT and the Workday HCM Systems Analyst on cross-functional administrative duties.
Own Workday Functional Architecture & Configuration
- Serve as subject matter expert across all Workday Finance modules, including Accounting, Treasury, Tax, FP&A, Budgeting & Forecasting, Accounts Payable, Customer Billing, and Reporting
- Architect and configure business processes, security roles, condition rules, notifications, calculated fields, and validation controls
- Lead the documentation of business requirements and articulate end-to-end functional process design for enhancements and new initiatives
- Provide thought leadership on system capabilities, maintaining a clear understanding of delivered functionality and configuration limitations
- Partner with Corporate IT and external vendors on integrations, defining functional requirements and leading test validation
Lead Release Management, Testing & Continuous Improvement
- Maintain awareness of Workday's product roadmap and upcoming releases; assess the impact on current configuration and proactively plan enhancements
- Own release governance, including regression testing, unit testing, User Acceptance Testing (UAT), and pre-launch validation
- Create and execute detailed test scripts across development and production environments
- Identify opportunities to streamline manual processes through automation and system optimization
- Drive continuous improvement initiatives aligned with scalability and operational excellence
Design Advanced Reporting & Finance Analytics
- Build and maintain dashboards and reports that support executive decision-making, budgeting and forecasting, compliance reporting, and operational metrics
- Develop advanced calculated fields and custom reporting solutions
- Ensure reporting accuracy through routine audits and validation controls
- Partner with stakeholders to define dashboard needs and enable self-service analytics capabilities
- Translate complex data into clear, actionable insights for business leaders
Establish Security & Data Governance Standards
- Own Workday security configuration, role-based access controls, and periodic security audits
- Ensure compliance with data privacy and regulatory standards (SOX, PII, GDPR, as applicable)
- Maintain strong data governance protocols, including routine data audits and quality assurance reviews
- Serve as an escalation point for system issues while exercising discretion with highly confidential financial and employee data
Support Finance Operations & User Experience
- Enable period-end close, budget cycles, cost center and organizational changes, and global Finance transactions within Workday
- Support mass data processing activities (EIB loads, chart of accounts restructures, large-scale updates)
- Develop standard operating procedures, process flow documentation, FAQs, and quick reference guides to support user adoption
- Provide training and change management support when rolling out new functionality
- Foster a customer-centric mindset by delivering timely, accurate system support
Qualifications
This role requires direct, hands-on Workday Financials experience. Candidates without prior Workday-specific experience will not be considered.
Required
- 7+ years of hands-on experience with Workday functional configuration across multiple FIN modules and external integrations
- Experience with cross-functional Workday administration, including security configuration, business process framework management, and reporting architecture
- Proven experience managing Workday release cycles, including regression testing, User Acceptance Testing (UAT), and unit testing
- Advanced Workday reporting expertise, including development of calculated fields and dashboards
- Experience performing mass data uploads using Enterprise Interface Builder (EIB) and troubleshooting system issues
- Strong understanding of Finance operations, processes, and applicable compliance requirements
- Strong analytical and problem-solving skills with exceptional attention to detail
- Ability to work independently in a lean, fast-paced environment with a high level of ownership and accountability
- Demonstrated integrity and discretion when handling sensitive and confidential data
Preferred
- Bachelor's degree in Finance, Accounting, Information Systems, Business Administration, or a related field
- Workday certification (e.g., Financials Administrator or Functional Lead)
- Experience supporting multi-country employee populations (U.S., U.K., and Canada)
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $108,000-$132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
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