Wealth Manager

This range is provided by Cyperus Group LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $125,000.00/yr - $150,000.00/yr Additional compensation types Annual Bonus Position: Wealth Manager Overview: Lead day-to-day relationships for high- and ultra-high-net-worth families, delivering full-service Personal CFO and family office accounting support. Responsibilities Primary client contact and coordinator with CPAs, attorneys, and wealth advisors Oversee financial reporting, cash management, bill pay, payroll, and investment tracking Prepare client analysis supporting tax, estate, and charitable planning Manage and develop client service staff (1–2+ years people management required) Ensure accuracy, controls, and timely delivery across all client work Requirements Bachelor’s in Accounting (preferred) or related field CPA preferred – but not a must Some management experience is necessary 5+ years supporting HNW/UHNW individuals or families Experience with trusts, estates, foundations, and complex entities Why this opportunity stands out Senior, client-facing leadership role Direct exposure to sophisticated UHNW families Long-term growth within a Personal CFO / Family Office platform For immediate consideration, email your resume with "Family Office Manager" in the subject line to View email address on click.appcast.io Seniority level Mid-Senior level Employment type Full-time Job function Management, Finance, and Accounting/Auditing Industries Investment Management and Individual and Family Services Benefits Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Child care support Disability insurance Student loan assistance Tuition assistance #J-18808-Ljbffr