Chief Financial Officer

Chief Financial Officer – Capstone Asset Management

This executive search is conducted by Nelson/Kraft & Associates on behalf of Capstone Asset Management

EXECUTIVE SUMMARY

Capstone Asset Management is searching for a customer-oriented and relational business leader to join their team as Chief Financial Officer (CFO). The CFO will manage and oversee the finance and operations department, providing strategic direction and financial oversight across various departments including finance, HR, IT, legal, and sales and marketing. The successful candidate will report directly to the President and collaborate closely with other members of the Leadership Team to drive growth, ensure compliance, and enhance overall organizational effectiveness.

The CFO will be part of the Leadership Team, which includes the President/Chief Investment Officer, Chief Compliance Officer, Senior Portfolio Manager – Private Wealth, and Senior Portfolio Manager – Public/Private Equity. This role also has nine direct reports.

If you are gifted in problem solving, innovation, and managing projects, and are passionate about setting strategy and vision, we would love to connect with you.

OUR STORY

Capstone Asset Management is a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer active in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Nova Scotia, New Brunswick, Newfoundland & Labrador, and PEI. Striving to hold to Biblically informed values, we provide full discretionary investment management and individual investment mandates to high-net-worth individuals and families, institutions, pensions, foundations, and family offices.

A Biblical Worldview

Our investment approach is governed by our Biblical worldview, believing the Bible has investment principles applicable to everyone. A Biblically informed philosophy towards our finances is far more encompassing than simple stock screening or traditional “ethical investing.”

Some principles and beliefs we apply regularly to our advice and research include:

1. Preserve capital and minimize speculation
2. Do not presume upon the future
3. Live and give generously
4. Steward the assets God entrusts to each of us

OUR VALUES

The Chief Financial Officer will contribute to a positive team culture and uphold our standards of excellence, conduct, and principles to safeguard both the integrity and reputation of the business, while driving continuous improvement and innovation. The values of Integrity, Excellence, Contemplation, Service, and a Biblically informed approach form the foundation of our business decisions and practices.

QUALIFICATIONS

1. Bachelor’s degree in business administration, finance, or a related field; MBA preferred.
2. Proven track record of success in senior leadership roles within the financial services industry.
3. Strong financial acumen and analytical skills; CPA designation required.
4. Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels.
5. Demonstrated ability to think strategically, solve complex problems, and drive results.
6. A commitment to upholding ethical standards and operating with integrity in all business dealings.
7. Knowledge of Biblical principles and a commitment to incorporating them into leadership and decision-making processes.
8. Experience leading cross-functional teams and managing projects and resources effectively.
9. Travel may be required.

Location: Langley, BC (hybrid/in-office)

Application Deadline: open until a suitable candidate is found