Sr. Manager, Family Office
Core
Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
Role type
Senior Manager, Family Office
Builds
Family governance frameworks, consolidated financial reporting, and integrated client service delivery
Domain
Wealth Management / Family Office
Required skills
Financial reporting, budgeting, investment coordination, wealth administration, team leadership, family governance, strategic financial planning, process improvement, business development
Preferred skills
CPA certification, degree in Accounting or Finance
Technologies
Financial reporting tools, management reporting systems
Responsibilities
Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting; Partner with external advisors including investment managers and estate attorneys; Develop and maintain family governance frameworks including succession planning; Oversee preparation of financial statements and consolidated net worth statements; Provide strategic insights on asset allocation and liquidity; Mentor and supervise team members; Support business development initiatives
Seniority
Senior, hands-on IC with team leadership