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
$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
$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Co-Head of Estates Services, Vice President - New York New York, New York, United States... ...and high net worth individuals, as well as family offices, foundations and endowments, and...Work at officePrivateFull timeTemporary workPart time$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$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- ...Citi Global Wealth brings together the full power of Citi to serve the entire... ...ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high... ..., and escalating, managing and reporting control issues with transparency Regularly...Work at officePrivateFull time
$110k - $130k
..., we provide businesses with private capital solutions to drive long... ...Overview The role is in office Monday to Friday. Blue Owl is... ...Associate to join the Private Wealth Distribution Strategy and Analytics... ...to focus on sales analytics, reporting, and data operations in...Work at officePrivatePermanent employmentMonday to Friday- ...Head Of Investor Relations Montauk Capital is an investment... ...that spans venture investing, private credit, and venture studio efforts... ...types (institutional, SWF, family offices, fund-of-funds).... ...team, initially without direct reports. Strong interpersonal presence...Work at officePrivateImmediate startRemote workWorldwideShift work2 days per week1 day per week
$250k - $350k
...DWS Group Title: Head of Debt Capital... ...in strategies including Private Real Estate, Private Infrastructure... ...data sources to run reports, ensure accurate data... ...and engagement in the office, which is core to our... ...Responsibilities under the Family and Medical Leave Act;...Work at officePrivateLocal areaWork from home$134.53k - $186.85k
...Position Summary The Head of the K-12 Initiative at... ...schools, students, and families. Lead and supervise a small... ...oversee the periodic reports and the development of... ...team and the Office of Sponsored Projects to... ...through foundation and private philanthropy, and/or government...Work at officePrivateCasual workLocal areaRemote work$150k - $250k
...The Wealth Management (WM) Chief Data Office (CDO) sits within the WM Risk organization and strives to balance... ...and oversee fraud risk metrics and reporting for senior management, risk committees... ..., and we support our employees and families with a wide range of benefits....Work at officeTemporary work$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- ...The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...process, providing a report that focuses on achieving... ...among branches and offices as needed. The successful... ...with individuals and families ranging from affluent...Work at officePrivate
$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$33.28k - $90k
...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on... ...portfolio holdings, performance reporting, etc. and preparing... ...process Assisting with general in-office support functions such as copying... ...our employees and their families at every point along their...Work at officePrivateTemporary workLocal area$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- ...simplify complexity for Private Bank clients by... ...articulate and achieve their wealth goals. Create steams... ...managing, monitoring, and reporting risks of all types.... ...Conditions: Normal office environment with little... ...our employees and their families, encompassing physical...Work at officePrivateWork experience placementPrivate practice
$67k - $75k
...Andsimple is looking for a Family Office Staff Accountant to support our Family Office Accounting team, managing financial reporting for high-net-worth families and individuals. The ideal candidate will thrive in a dynamic environment and assist with various accounting...Work at office$85k - $140k
...AVP, Client Support The Morgan Stanley Family Office (MSFO) within Private Wealth Management is responsible for delivering solutions to Family Office... ...closely with internal partners to support key strategic and reporting initiatives to deliver an exceptional and consistent...Work at officePrivateTemporary work$100k - $153k
...Description: Job Title: Credit Risk Officer - Wealth Management Corporate Title:... ...NY Overview Deutsche Bank’s Private Bank business is one of the... ...and entrepreneurs, family offices and foundations, we... ...Help in the preparation of reports and portfolio analysis for auditors...Work at officePrivateLocal areaWork from homeWorldwide$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$110k - $120k
...Family Office Investment Analyst New York, NY Hybrid model: 3 days... ...development of an AI-native reporting and analytics infrastructure... ...will gain deep exposure to private and public FinTech and AI... ...sectors — payments, lending, wealth, capital markets technology,...Work at officePrivateImmediate startWork from homeVisa sponsorshipWork visa- ...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
- ...Wealthspire CIO Lands at Multi-Family Office Collaborative Capital... ...acquisition by private equity firm—and former... ...included four other wealth and retirement firms previously... ...departure was first reported by Citywire . Moriarty... ...had also been head of the investment platform...Work at officePrivate
- 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
$200k - $250k
...higher in Accounting, CPA Preferred Reporting To: Head of Family Office Company Description: Silvercrest Asset... ...tailored investment strategies and wealth management solutions, specializing... ...clients with expertise across public and private markets, alternative investments,...Work at officePrivateFull time- Tiger Search Group is searching for a Family Office Accountant in New York City. This role involves providing financial support to high-net-worth clients, ensuring accuracy in financial reporting, and maintaining financial records. The ideal candidate has a bachelor's degree...Work at office
$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$90k - $155k
...MSBNA) and Morgan Stanley Private Bank (MSPBNA) are... ...are regulated by the Office of the Comptroller of... .... The Bank Regulatory Reporting team, within the Finance... ...banking, securities, wealth management and asset management... ...employees and their families at every point along...Work at officePrivateTemporary 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
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