Director, Business Investment Group

About the role/team:

The Director of the Business Investment Group will directly influence WEX's overall investment strategy, ensuring the company's resources are deployed in high-impact initiatives that drive sustainable growth.

This role works at the highest levels of the organization, partnering with C-suite executives, including the CFO and SVP, FP&A to guide decisions and prioritize investments that align with the company's long-term objectives, balancing risk and return, while fostering innovation in technology, product development, and market expansion.

Through a data-driven and rigorous approach, the Director will drive business value, by ensuring that every dollar invested delivers measurable value to WEX.

What you'll do:

• Lead a small team, in partnership with other FP&A teams, Product & Technology, Commercial, ELT Members and the Office of the CEO to

  • Evaluate investment opportunities and business cases, delivering decisive recommendations to senior leadership, including whether WEX should pursue these initiatives

  • Drive the annual capital planning process, instilling structured governance and analytical rigor into our tech & product investment levels and influence decisions regarding prioritization of investments

  • Establish frameworks that prioritize investments based on strategic importance and financial impact

  • Build and oversee the processes for continuous tracking and accountability in the organization, ensuring:

    • realization of revenue from new product investments

    • that corrective actions are taken where necessary

    • clear alignment of Operational Execution Imperatives, with a strong focus on financial performance

    • a thorough understanding of the comparative returns on various sales and marketing investments, in partnership with the line of businesses and FP&A teams.

• Executive Partnership: Act as a key advisor to the CFO and SVP, FP&A, providing actionable insights through data-driven, objective financial analysis to inform strategic decisions on investment and divestment opportunities.

• Cross-functional Influence: Establish and promote best practices across the FP&A organization, fostering collaboration and delivering impactful financial insights that shape decision-making across WEX.

• Thought Leadership & Organizational Influence: Beyond day-to-day operations, act as a thought leader within WEX, championing innovation, driving best practices, and promoting a culture of excellence and continuous improvement.

What you'll bring:

• MBA preferred, BS degree required within a related field

• 10+ years experience in finance leadership roles

• Demonstrated experience in complex environments with multiple stakeholders.

• Experience in evaluating and recommending business decisions based on data.

• Experience leading a small team and working cross-functionally and collaboratively in a matrix environment.

WEX Values and Supervisory Leadership Responsibilities:

As a people leader at WEX, this position is expected to:

• Consistently demonstrate the WEX Leadership Expectations

  • Build Bridges to Win - seek to understand, challenge the status quo, collaborate across teams, and seek multiple perspectives.

  • Be a Talent Multiplier - seek out opportunities to coach and empower others to achieve excellence and celebrate success.

  • Inspire High Standards While Showing We Care - be clear, empathetic, accountable, and deliver on commitments.

  • Shape Our Markets and Adapt to Rapid Change - seek out opportunities to lead the industry by prioritizing curiosity, creativity, and taking thoughtful risks.

• Consistently demonstrate WEX Values of: Putting Ingenuity to Work, Sticking to It, Teaming Up, Acting with Integrity, Being a Positive Force, Staying Open.

• Be a champion for team and employee engagement and use annual survey results to drive meaningful action plans that improve the employee experience.

• Actively participate in all parts of the Talent Review process including timely and thoughtful completion of employee Annual Reviews.