Senior Analyst, Family Office Advisory
$110k - $150kConfidential
Base Pay Range $110,000 /yr – $150,000 /yr Responsibilities The Family Office Advisory Senior Analyst plays a central role in delivering high-touch, comprehensive service to high-net-worth clients by supporting their lifestyle, wealth, investment, legal, insurance, and tax needs while coordinating seamlessly with third-party professionals and internal teams. Working with minimal supervision, the analyst manages daily client operations—from onboarding and cash management to document preparation and execution of tax, legal, and estate planning strategies—while ensuring exceptional accuracy, communication, and responsiveness. The role requires close collaboration across investment, operations, treasury, and HR teams; meticulous documentation and CRM upkeep; and mentorship of junior analysts. Qualifications
- Bachelor’s degree
- At least three years of relevant experience
- Strong communication and organizational skills
- Passion for high-touch client service
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Analyst, Family Office Advisory in San Francisco, CA vacancy
$90k - $105k
ICONIQ in San Francisco is seeking an Analyst for their Family Office Advisory team. This role focuses on managing client relationships for high net worth clients, providing high-touch service, and supporting wealth transfer and tax planning strategies. The ideal candidate...Work at office$90k - $105k
Analyst, Family Office Advisory (New York and San Francisco) About Investment Management Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. Our goal is...Work at office$132.6k - $195k
...Party Risk Management (TPRM) Sr. Analyst. If you are comfortable and... ...teams to provide security advisory and lead risk assessments. Lead... ...laws (e.g. Colorado Healthy Families and Workplaces Act). DoorDash... ...ever gaining a foothold in our office. Whether blatant or hidden,...Work at officeSeniorHourly payContract workLocal areaRemote workFlexible hours$108k - $117.5k
...thrive. What You'll Do As a Senior Analyst BCG Vantage on our Topic... ...assets, analysis and expert advisory. Youll serve as a thought partner... ...Parental Leave and other family benefits such as elective egg... ...holidays per year, an annual office closure between Christmas and...Work at officeSeniorLocal areaFlexible hoursBoston Consulting Group
San Francisco, CA4 days ago- ...write your story?Join MoFo as a SENIOR CONFLICTS RESOLUTION ANALYSTon... ...Senior Conflicts Resolution Analyst supports department objectives... ...from Conflicts Counsel and the Office of General Counsel.Document... ...meet the needs of you and your family.Industry-leading parental leave...Work at officeSeniorLocal area
- Pathstone is seeking an Associate Director, Client Advisory to join our San Francisco office. This role partners with Directors to deliver comprehensive... ...planning for ultra-high-net-worth clients, including families and endowments. You will mentor junior staff,...Work at officeSenior
$90k - $115k
...world by combining world class services, advisory and technology for our clients. We are committed... ...for multi-housing. A multi-housing Debt Analyst/Associate will have the opportunity to be... ...organizations.· Participate in weekly office meetings with Producers to discuss deal...Work at officeSeniorFull timeLocal area- Crowe is seeking a Senior Tax Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements... ...The role emphasizes leadership, client advisory excellence, and collaboration across the...Work at officeSenior
$112k
About the RoleWe are hiring a Senior Analyst for AML Governance & Advisory within Financial Crimes & Identity. This... ...full-time, regular employeesð Our in-office work policy is designed to keep you... ...non-birthing parentsðª Access to family planning reimbursementð A challenging...Work at officeSeniorFull timeLocal areaRemote workShift work$90k - $120k
...Energy's Energy Settlements team, the Senior Settlement Analyst will serve as a subject matter expert... ...Technical SkillsComputer skills - Microsoft Office (Excel, Word, Outlook and PowerPoint).... ..., life insurance, voluntary benefits, family care benefits, employee assistance...Work at officeSeniorFull timeContract workTemporary workWork experience placement- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing...Work at officeSenior
- ...need to do their best work — both in and out of the office. We are looking for a Senior Data Analyst — Hardware & Supply Chain to join our Data Analytics... ...mental or physical disability, national origin, protected family care or medical leave status, race, religion (...Work at officeSeniorContract workLocal areaRemote workFlexible hours
- ...Analyst / Senior Analyst, IP Dispute Resolution (Financial Expert Practice) Ocean Tomo offers... ...Financial Expert, Management Consulting, and Advisory services related to intellectual... ...and build a unified firm regardless of office locale or primary practice responsibility...Work at officeSenior
Ocean Tomo, a part of J.S. Held
San Francisco, CA1 day ago $104.31k - $139.08k
...Job Description Office of Professional Competence Annual Salary Range Sr Program Analyst: $104,308 - $139,079 FLSA Exempt /... .... About the Role The Senior Program Analyst staffs the Ethics... ...legal memoranda, briefs, advisory opinions, and committee agenda...Work at officeSeniorFor contractorsCalifornia Correctional Health Care Services
San Francisco, CA2 days ago$105k - $110k
...Sr. Analyst of Strategy At Sur La Table, community, culinary joy... ...CA (Hybrid - 1-2 days/week in office) What you get to do: Sur... ...—giving you visibility across senior leadership and direct influence... ...by law. The CSC Generation family of brands is committed to providing...Work at officeSenior2 days per week1 day per weekTouch Of Modern
San Francisco, CA5 days ago- ...California is accepting applications for the position of Senior Analyst in the Public Affairs office. The Senior Analyst serves as a communications bridge... ...and other judicial branch events and functions (e.g. advisory committee meetings, MediaNetwork training, etc.)....Work at officeSeniorTemporary workRemote workFlexible hours2 days per week
Judicial Council of California
San Francisco, CA2 days ago $115.7k - $119.5k
...Senior Analyst Locations: Dallas | Chicago | Washington | Los Angeles | San Francisco | Brooklyn... ...k) plan • Paid Parental Leave and other family benefits such as elective egg freezing,... ...12 holidays per year, an annual office closure between Christmas and New Years,...Work at officeSeniorLocal areaBoston Consulting Group
San Francisco, CA1 day ago$112.5k
We are currently seeking a senior associate to support our San Francisco office’s high-net-worth Family Law Practice Group. The ideal candidate will have at least 10 years... ..., motions, and settlement offers. Strategic Advisory: Act as a primary advisor to clients,...Work at officeSenior$63k - $75k
...About the Role Fragomen's Senior Business Immigration Analyst position will provide you with the opportunity... ...candidates to work from our San Francisco office, it is not fully remote. How will... ...future for themselves and their families. Corporate Social Responsibility. We...Work at officeSeniorLocal areaImmediate start100 Fragomen, Del Rey, Bernsen & Loewy, LLP
San Francisco, CA2 days ago$110k - $120k
ICONIQ Growth is seeking a Senior Analyst to join its Portfolio Operations team, a highly strategic... ...insurance coverage as well as family and wellness benefits including mental health... ...expected to work onsite in our San Francisco office in accordance with our hybrid working...Work at officeSeniorCasual work$115k - $145k
...consideration - Mahmoud Adam, CPASenior Wealth Analyst opportunity with a highly respected... ...Financial District🏢 Hybrid - 2 days/week in office�� Why This Role Stands OutYou'll work... ...a clear progression from Wealth Analyst Senior Wealth Analyst Wealth Advisor Wealth Manager...Work at officeSeniorCasual work2 days per week- ...is seeking a Director of Sales for their Investment Banking & Advisory segment. In this role, you will lead a team and manage sales strategy... ...of inclusivity. The role is hybrid, requiring presence in the office on certain days in New York City. #J-18808-Ljbffr Jobleads-...Work at officeSenior
$212k - $318k
...Partner, Senior Health Actuary We are seeking a Partner, Senior Health Actuary to join... ...age background, disability, ethnic origin, family duties, gender orientation or expression,... ...benefits of working together in the office. All Marsh colleagues are expected to be...Work at officeSeniorMinimum wageLocal areaRemote workFlexible hours3 days per week1 day per weekMarsh & McLennan
San Francisco, CA5 days ago- Analyst - Assessment and Advisory Services Posted on February 06, 2026 As an Analyst, you will work closely with CEP’s energetic and diverse staff... ...analyst will be a member of CEP’s fast‑paced San Francisco, CA office. Ideal Candidate You understand that CEP’s work depends...Work at office
$75k - $100k
...world by combining world class services, advisory and technology for our clients. We are... ...Position JLL is looking to hire an analyst on its Office Investment Advisory Team in San... ...focused environment with mentorship from senior members. We are highly motivated to move...Work at officeDaily paidFull timeLocal area$146.7k - $335.1k
...Opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior Manager in our Technical... ...transportation to/from the EY office and client sites. A driver’s... ...Winter/Summer breaks, Personal/Family Care, and other leaves of absence...Work at officeSeniorWork experience placementSummer holidayFlexible hours- ...leaders to build scalable analytics, drive AI-enabled automation, and translate data into clear business recommendations. This role offers equity, comprehensive benefits, and a hybrid schedule with three in-office days weekly in San Francisco or New York. #J-18808-Ljbffr...Work at officeSenior
Faire Inc
San Francisco, CA5 days ago $75k - $100k
...exclusively on the sale of multifamily assets. Investment Sales Advisory Analysts will be involved in every stage of a transaction, including... ...in real estate trade organizations. Participate in weekly office meetings with Producers to discuss deal flow, deal status, market...Work at officeDaily paid$95k - $105k
...advisor to business owners and senior executives of leading private... ...mergers and acquisitions advisory, private funds and capital markets... ...in more than 30 offices in 14 countries, offering an... ...Lincoln International is seeking Analysts to join our rapidly growing Transaction...Work at officeCurrently hiringRemote workWork visaMonday to ThursdayShift work- ...analytical, and detail-oriented Sales Strategy & Operations Sr. Analyst to support our US sales organization. In this role, you'll... ...rippling.comRippling highly values having employees working in-office to foster a collaborative work environment and company culture....Work at officeSenior3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Analyst, Family Office Advisory. Be the first to apply!
Related searches
- nonprofit analyst San Francisco, CA
- provisioning analyst San Francisco, CA
- senior contracts analyst San Francisco, CA
- allocation analyst San Francisco, CA
- sharepoint analyst San Francisco, CA
- corporate strategy analyst San Francisco, CA
- reimbursement analyst San Francisco, CA
- contracts analyst San Francisco, CA
- senior database analyst San Francisco, CA
- trade analyst San Francisco, CA