Head of Family Office & Private Wealth Reporting
Goldman Sachs Group, Inc.
A leading global investment firm is seeking a Vice President to oversee family office advisory for Ultra-High-Net-Worth clients. This role involves leading consolidated reporting solutions, advising on operational setups, and enhancing client relationships. The ideal candidate should have extensive experience in wealth management, strong leadership skills, and expertise in relevant technology platforms. Competitive salary and benefits package offered in New York. #J-18808-Ljbffr Goldman Sachs Group, Inc.
$115k - $270k
...investment bank is seeking a Vice President in New York to lead consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a...Work at officePrivate- # Family Office Reporting & Advisory, Vice PresidentGoldman SachsVPFamily OfficeOn-siteLocationNew York, United StatesDate PostedMay 12, 2... ...This RoleGoldman Sachs Family Office (GSFO), part of the Private Wealth Management division, is seeking a Vice President for Family...Work at officePrivate
$100k - $130k
...Reporting Analyst Brooklyn, NY $100,000-$130,000 Our client is a well-established family office based in Brooklyn managing a sophisticated portfolio... ...office operations, or wealth management Experience... ...matters Stable, private environment - no corporate...Work at officePrivate$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Family Office Reporting and Advisory, Vice President - New York New York, New York, United States Job Description YOUR IMPACT Goldman Sachs Family Office is seeking a highly experienced...Work at officePrivateFull timeTemporary workPart time$30 per hour
...Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist... .... The team works across multiple offices to help preserve and transfer wealth, plan... ...involving trusts, family partnerships, private foundations, and charitable vehicles. Present...Work at officePrivateRemote work$75k - $85k
...Responsibilities Work directly with the front office on client reporting. Become a subject‑matter expert on... ...reporting for high‑net‑worth clients, family offices, endowments and foundations.... .... Report on internal and external private investments. Integrate systems and...Work at officePrivateWork experience placementLocal area3 days per week$142k - $170k
...Position Summary The Head of the K-12 Initiative... ...schools, students, and families. Lead and... ...and oversee the periodic reports and the development of... ...Development team and the Office of Sponsored Projects to... ...through foundation and private philanthropy, and/or government...Work at officePrivateCasual workLocal areaRemote workWorldwide$125k - $203k
...Description: Job Title Head of Portfolio Management... ...and Asset Class team reports to the Head of Group... ...model, allowing for in-office / work from home... ...plans, parental leave, and family building benefits Educational... ...Leveraged Lending and Private Capital) including...Work at officePrivateFull timeWork from home$126.5k - $166.3k
...Tax Manager with our New York office! This is a great opportunity... ...to expand your career in Private Wealth tax and accounting, becoming... ...including ultra high net worth families, closely held businesses and... ...accounting records and/or reporting with clients, provide analysis...Work at officePrivateLocal areaWorldwide$75k - $85k
...is seeking an experienced professional in New York for a role focused on client reporting and performance analytics. The ideal candidate will possess a BS/BA degree and 2+ years in private investments with expertise in eMoney software. This hybrid position requires excellent...Work at officePrivate- ...that spans venture investing, private credit, and venture studio... ...Opportunity We’re hiring our first Head of Investor Relations to... ...LP types (institutional, SWF, family offices, fund‑of‑funds). Attributes Strategic... ..., initially without direct reports. Strong interpersonal...Work at officePrivateImmediate startRemote workWorldwideShift work2 days per week1 day per week
$150k - $250k
...Director, External Fraud Risk The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk... ...and oversee fraud risk metrics and reporting for senior management, risk committees... ...to support our employees and their families at every point along their work-life...Work at officeTemporary work$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Insurance Practice Lead, Vice President - New York New York, New York, United States Job Description YOUR IMPACT Goldman Sachs Family Office is seeking an experienced and entrepreneurial...Work at officePrivateFull timeTemporary workPart time- Boutique Family Office seeks an Accountant to join their Team!! Responsibilities Maintain... ...Controller function. Provide monthly reports to support trustee oversight and tax preparation... ...office, trust company, or comparable private wealth setting. Strong working knowledge of...Work at officePrivate
$85k - $140k
AVP, Client Support The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office clients... ...with internal partners to support key strategic and reporting initiatives to deliver an exceptional and consistent...Work at officePrivateTemporary work- ...Strategist to join J.P. Morgan Private Bank’s LatAm & GFG... ...closely with the Head of Investment Strategy,... ..., etc.) and Microsoft Office. Direct experience in exploring... ...J.P. Morgan Asset & Wealth Management delivers... ...Management helps individuals, families and foundations take a...Work at officePrivateFull timeLocal area
- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client... ...net worth individuals, as well as family offices, foundations and endowments, and corporations... ..., track attendee data, and generate reports to share key metrics to senior...Work at officePrivateFull time
- ...Family Office Advisory Manager We are the leading provider of professional... ..., and growing their wealth. Whether derived from successful... ...planning, risk, and reporting requirements. RSM's Family... ...within the asset management, private equity, or family office industry...Work at officePrivateTemporary work
- ...health. We are seeking an exceptional Head of Investor Relations to play a... ...through to closing Develop systems and reporting to measure, optimize, and... ...professional at an institutional investor, private placement agent, multi‑family office, or VC/PE Fund Existing broad...Work at officePrivate
$200k - $250k
...bespoke asset management and family office services to ultra-high-net-... ...tailored investment strategies and wealth management solutions,... ...expertise across public and private markets, alternative investments... ...related to accounting, reporting, and compliance to ensure accuracy...Work at officePrivate$120k - $150k
...supporting our Latin America Private Banking group. The Client... ...support for our LATAM Multi-Family Office clients, including those with... ...account issues such as portfolio reporting/activity, client reference... ...~7+ years relevant wealth management experience preferred...Work at officePrivateLocal area$100k
...Job Overview - Senior Accountant (Family Office Services): Take on a pivotal role with... ...advisors to ensure accurate financial reporting, tax compliance, and liquidity management... ...experience within a family office, private wealth management, or alternative investments...Work at officePrivatePermanent employmentMonday to Friday$170k - $210k
...compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company:... ...from Public Accounting or Private Position Overview The Tax... ...aspects of tax compliance, reporting, and strategic planning for... ...Remote Tax Director, Private Wealth - $250k+ New York City Metropolitan...Work at officePrivateFull timeContract workLocal areaRemote work- ...Family Service Coordinator The Family Service Coordinator is responsible... ...a strong understanding of the Head Start Program Performance... ...of creating and submitting reports to management team that provide... ...; Proficiency in Microsoft Office products; Ability to plan...Work at officeLocal area
$200k - $340k
...HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK... ...bank regulated by the Office of the Comptroller of... ...Wealth Management and Private Banking businesses, seeking... ...adviser Provide periodic reporting to CNB, RBC and... ...Specialized health and family planning benefits including...Work at officePrivateRemote work$120k - $205k
...") and Morgan Stanley Private Bank ("MSPBNA") are nationally... ...are regulated by the Office of the Comptroller of... ...The Bank Regulatory Reporting team, within the... ...banking, securities, wealth management and asset management... ...employees and their families at every point along...Work at officePrivateTemporary workFlexible hours$103.6k - $189.7k
...and Capital Markets, Wealth and Asset Management and... ...our practice office professionals who are... ...facets of hedge fund, private equity fund and mutual... ...tax returns and related reporting Support effective long... ...entrepreneurs to investors and families, you'll use your...Work at officePrivateSummer holidayLocal areaFlexible hours- Family Office Administrator/ Operations Lead - Single Family Office, Remote, USA - PLACED... ...calls, distributions, and performance reports across funds and direct holdings. Coordinate... ...of experience in a family office, private wealth, fiduciary, or related operational...Work at officePrivateRemote jobRelocation
$200k - $250k
...Relationship Manager (RM) to join our multi‑family (MFO) team in New York, NY. In this role... ...RMs, be physically present in the office when not traveling for business purposes... ...principles Familiarity and comfort engaging with private business owners Strong team player...Work at officePrivateLocal area- Asset & Wealth Management, Client Solutions Group - Finance... ...business and financial reporting, and data governance... ...spans both public and private businesses. YOUR... ...service for employees and family members facing critical... ...health centers in certain offices. Fitness To encourage...Work at officePrivateFull time
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