Senior Family Office Advisor
Bank of America
Bank of America’s Private Bank seeks a senior Family Office Consultant to advise ultra-high-net-worth families on forming and evolving family offices. You will partner with the Family Office Strategist, providing expertise in governance, operating models, and succession planning to help multi-generational enterprises thrive. The role requires a highly consultative approach, sensitivity to family dynamics, and the ability to influence across generations, with strong executive presence and #J-18808-Ljbffr Bank of America
- 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
$164.6k - $225k
...world’s most successful individuals, families, corporations and institutions. Since... ...exceptional service. Job Title: Sr. Portfolio Advisor, Global Family Office GroupJob Description:Northern Trust’s... ...the organization is encouraged, senior leaders are accessible, and you can...Work at officeSeniorFull timeH1bWorldwideFlexible hours$175k - $200k
Senior Investment Consultant - Institutional, RIA, and Family Offices (West Coast) Join to apply for the Senior Investment Consultant - Institutional, RIA, and Family... ...which include Registered Investment Advisors ('RIA"), Bank Trust and Single and Multi-Family...Work at officeSeniorFull timeWork experience placement- ...high-net-worth individuals and families based on needs related to... ...activity.Trust Services Trust advisors discuss the needs of HNW and... ...role:Wells Fargo is seeking a Senior Philanthropic Advisor...Working... ....*Open to additional offices that are in the Bay Area based...Work at officeSeniorFull timeWork experience placementRemote work
$202k - $303k
The Senior Advisor: Market Regulation and Regulatory Service Agreement (RSA), serves as a strategic... ...and Chief Regulatory Operations Officer (CROO) on enforcement matters within the... ...wellness, such as adoption assistance, backup family care, surrogacy benefits, employee...Work at officeSeniorFull timeContract workTemporary workFor contractorsFor subcontractorLocal areaImmediate start$119k
...the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth &... ...our full-time, regular employeesð Our in-office work policy is designed to keep you connected... ...leave for non-birthing parentsðª Access to family planning reimbursementð A challenging and...Work at officeSeniorFull timeLocal areaRemote work$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...management.Job Summary:The Senior Wealth Advisor focuses on deepening... ...a combination of remote and office work in a professional office...Work at officeSeniorTemporary workLocal areaRemote workMonday to FridayFlexible hours$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships, serving a select portfolio of 8-12 families - a client-to-advisor ratio meticulously...Work at officeFull timeTemporary workPart time$70.1k - $95.4k
Senior College Advisor (4576U) - The College of Computing, Data Science, and Society (CDSS) About Berkeley... ...formed CDSS Undergraduate Advising Office (UAO) provides academic advising to... ...study habits, financial, personal or family issues or crises and initiate contact...Work at officeSeniorHourly payTemporary workInternship$206.38k - $230.66k
..., we belong to something beautiful. The Senior Director, Global Social Media Initiatives... ...Working ConditionsThis role is primarily office‑based with flexibility for hybrid work arrangementsFlexible... ...a healthcare plan to fit you and your family’s needs with medical, dental, and vision...Work at officeSeniorLocal areaAfternoon shiftEarly shift$170k - $190k
...commerce and cybersecurity. As Senior Manager, Technology Risk -... ...independence. Serve as a trusted advisor by providing independent perspectives... ...is based in our San Francisco office, with onsite collaboration... ...in the United States. Our family of brands are Williams Sonoma,...Work at officeSeniorH1bLocal areaRemote workHome officeRelocation packageMonday to Thursday$165k - $187k
About the Role As a Senior Integrated Campaign Manager at Glean, you will be the strategic... ...week in our MountainView or SanFrancisco office) You should also be prepared to travel... ..., sexual orientation, religion, civil or family status, age, disability, or race. AI‑First...Work at officeSeniorHome office- ...beyond restaurants. We are looking for a Senior Associate who can model the future, and collaborate... ...applicable laws (e.g. Colorado Healthy Families and Workplaces Act). DoorDash also offers... ...) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to...Work at officeSeniorHourly payLocal areaFlexible hours
$175k - $200k
A leading investment management firm is seeking a Senior Investment Consultant in San Francisco to drive sales through institutional relationships including RIAs and family offices. The ideal candidate will have over 10 years of experience in investment management and...SeniorFull time$75k - $160k
...most strategic clients. You will work with advisors to cultivate deep, enduring... ...decades. We target a client ratio of 8-12 families per advisor. This ratio, allows us to dedicate... ...net worth individuals, as well as family offices, foundations and endowments, and corporations...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- ...planning is the foundation of Mercer Advisors. We believe that offering the... ...financial plan. In the Senior Financial Planner I role, you... ...Collaborate with other groups within Family Wealth Services and... ...position may be in a professional office environment or a dedicated home...Work at officeSeniorTemporary workLocal areaHome officeMonday to FridayFlexible hours
$250k
Cypress Capital Group is hiring a Senior Fundraising Consultant / Capital Formation Lead... ...Valley and NY across private wealth, family office, RIA, founder, and technology wealth channels... ...Independent RIAs and private wealth advisors Angel investors and venture‑adjacent private...Work at officeSeniorFull timeContract work- BCG Attorney Search is seeking a Senior Family Law Associate for its San Francisco, CA office. The role requires a candidate with over 10 years of experience in family law, particularly with high-net-worth clients. The successful candidate will manage complex cases, draft...Work at officeSenior
$84k - $105k
...surrounding areas. As this is a hybrid role, office attendance is required at least twice a... ...transformation , act as a strategic advisor, helping customers navigate safe and effective... ...parental leave and compassionate leave Family forming support through Maven for you and...Work at officeSeniorFull timeContract work$166k - $184k
Role Description The Senior Director, Emerging Philanthropy is a newly... ...Chief Advancement and Strategy Officer, and senior Development leaders,... ...ultra‑high‑net‑worth individuals, family offices, family foundations, philanthropic advisors, donor collaboratives, giving circles...Work at officeSeniorFull timeLocal areaShift work- Job Overview A law firm seeks a Senior Family Law Associate to join its San Francisco, CA office. The successful candidate will have extensive experience in family law, particularly with high-net-worth clients, and will be adept at managing complex cases independently....Work at officeSenior
- RSM, a leading professional services firm, seeks a Federal Tax Partner for Family Office or UHNW clients in San Francisco. You will lead client service, growth, and leadership across the tax line, guiding teams and delivering high‑quality tax solutions. Requirements include...Work at officeSenior
- Buchalter PC is seeking a Senior Associate for our San Francisco office to support our high-net-worth Family Law Practice Group. The ideal candidate should have over 10 years of family law experience and be adept at managing cases independently. Responsibilities include...Work at officeSenior
$117k - $175.4k
...community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects...Work at officeSeniorFull timeRemote workHome officeFlexible hoursShift work- Elite Network is seeking a Senior Tax Accountant to join the tax team of a Family Office serving a local Fortune 500 apparel brand. You will work with an 11-person accounting/tax team and report to the Tax Director. The role emphasizes exposure to individual, trust, and...Work at officeSeniorLocal area
- ...role will play a key part in developing them.We are looking for a Senior Associate to serve as a finance partner to Rippling's R&D... ...@rippling.comRippling highly values having employees working in-office to foster a collaborative work environment and company culture....Work at officeSenior3 days per week
$134k - $305.9k
...presence at client sites, along with in‑office presence, will be required. Skills And Attributes... ...you aspire to be part of a community of advisors making a significant impact on prominent... ...Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when...Work at officeSeniorSummer holidayLocal areaFlexible hours- ...ROI decisions to maximize long term stakeholder value.About the RoleRippling is looking to hire a Senior Associate to be based out of the New York or San Francisco offices. This role will work closely with the Strategic Finance leads in central FP&A, go-to-market, and business...Work at officeSenior3 days per week
$133.5k - $183.5k
...community, come join ours.About This RoleFaire is looking for a Senior Associate to serve as the strategic finance partner to Faire's Corporate... ...in the future.Hybrid Faire employees currently go into the office 3 days per week on Tuesdays, Thursdays, and a third flex day of...Work at officeSeniorWork experience placementBank staffLocal areaRemote workMonday to FridayFlexible hours3 days per week- ...Wealth Management Firm. Role Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True... ...UHNW Families (20‑50 MM+). Whitespace to grow & access to Senior leadership & Prestigious clientele from day 1. Top tier comp...Work at office
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