VP, Family Office Reporting & Advisory for UHNW
InforCapital, partnership
Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New York. This role focuses on strategic implementation and optimization of reporting solutions for ultra-high-net-worth clients. Key responsibilities include leading consolidated reporting platforms, managing vendor relationships, and overseeing a reporting team. Candidates should have extensive experience in family office advisory and wealth management operations, particularly with UHNW clients. Join Goldman Sachs to enhance client experiences and deliver high-quality services. #J-18808-Ljbffr InforCapital, partnership
- ...worth and Ultra-High Net Worth (UHNW) clients manage to grow and preserve... ...sophisticated UHNW clients and Family Offices across public and private markets. Reporting to the Global Head of UHNW... ...Collaborate with Capital Market Advisory , Institutional Client Group and...Work at officeLocal area
$160k - $200k
..., and financial and valuation advisory. Our unmatched transaction volumes... ...and regulatory financial reporting requirements. Our market-leading... ...recruiting for a new VP who will be a fully integrated... ...Thorough competence in Microsoft Office products, particularly Excel,...Work at officeFull timeWorldwide$115k - $185k
...Americas Finance - Financial Regulatory Reporting is a team responsible for the preparation... ...colleague will work at a Mizuho office an average of two or three days per week... ...M&A, restructuring and private capital advisory capabilities across Americas, Europe and...Work at officeFull timeLocal areaRemote workWorldwide2 days per week3 days per week- ...Private Bank, Family Office Services and Strategy, Vice President New York, NY, United States... ...J.P. Morgan teams (Morgan Private Advisory, Private Bankers, GIO, Investment Solutions... ...leadership (e.g., Global Family Office Report) Conduct financial, market, and competitive...Work at office
$90k - $200k
...Job DescriptionOur Transaction Advisory Services practice provides... ...transaction issuesContribute to the report-writing processEssential... ...skillsProficiency in Microsoft Office, with focus on Word and ExcelAbility... ..., generous parental and family leave.Protective Insurances: Life...Work at officeTemporary workWork experience placement$120k - $205k
...Stanley. These entities are regulated by the Office of the Comptroller of the Currency (OCC)... ...(FDIC). The Bank Regulatory Reporting team, within the Finance division, is responsible... ...to support our employees and their families at every point along their work-life...Work at officeFull timeTemporary workFlexible hours- ...Vice President, Controller, Family Office About the Company Family... ...allocations. Additionally, the VP, Controller will be involved in valuation and performance reporting, as well as coordinating with... ...to support investment and advisory teams and will have a proven...Work at office
$140k - $175k
...Services Vice President, Advisory Consulting Preferred... ...has returned to the office on a hybrid schedule requiring... ...across the firm. The VP oversees regional... ...sales strategy. This role reports to the SVP, Advisory Consulting... ...or national origin, family or marital status,...Work at officeFull timeRemote workWork from homeHome officeShift work$176.72k - $265.08k
Regulatory Communications Advisory and Management Senior Vice President... ...within the Enterprise Data Office’s (EDO) Business Enablement... ...Consent Order Quarterly Progress Reporting; agenda‑setting and content... ...’s degree preferred. Job Family Group: Data Governance Job Family...Work at officeFull time$115k - $270k
YOUR IMPACTGoldman Sachs Family Office is seeking an experienced and entrepreneurial leader to... ...practice tailored for Ultra-High-Net-Worth (UHNW) clients. This strategic role will focus... ...solutions. Client Engagement & Advisory: Partner with Private Wealth Advisors (PWAs...Work at officeFull timeTemporary workPart time$110k - $190k
Product Owner - Advisory Platforms, Vice PresidentWealth Management PlatformsPurchase, NYThe... ...and individuals from more than 1,200 offices in 43 countries.Morgan Stanley is committed... ...to support our employees and their families at every point along their work-life journey...Work at officeTemporary workWorldwideHome office- To complement its existing Transaction Advisory Services offering, Kroll is continuing to... ...accounting complexities to post close financial reporting. The team provides specialist accounting... ...proficiency in the use Microsoft Office, with focus on Excel, PowerPoint and...Work at office
$250k - $275k
...services group with seven generations of family control and a history of over 200 years at... ...-leading business divisions - Global Advisory, Wealth Management, Asset Management and... ...cross-border deal teamsAdvanced Microsoft Office skills (Word, PowerPoint and Excel)Expected...Work at officeFull time$115k - $205k
...individuals from more than 1,200 offices in 43 countries.As a... ...Officer (OCIO) and Family Office businesses. As a... ...of institutional reporting frameworks and will develop... ..., Technology, Client Advisory teams, and other organizations... ...-pensions, E&F, UHNW, and family offices.Develop...Work at officeTemporary workWork experience placementWorldwide$180k - $200k
...restructuring, and financial and valuation advisory. Our unmatched transaction volumes... ...their investor and regulatory financial reporting requirements. Our market-leading practice... ...President based in the New York or Dallas office who will be dedicated to executing client...Work at officeFull timeWorldwide$160k - $210k
...AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey... ...:The open position is for a VP based in our New York, Atlanta... ...Dallas, Chicago, Houston or Boston office within the Transaction... ...tailored transaction advisory reports specific to key issues such as...Work at officeFull timeWorldwide$115k - $190k
...include brokerage and investment advisory, financial and wealth... ...Management, a department of Family Office Resources, supports individuals... ...operations, marketing, impact reporting, and platform development in... ...consulting platform designed to help UHNW families address their human...Work at officeTemporary workWork experience placement$110k - $275k
IB - Origination & Advisory - Banker - Industrials - Analyst/Vice President... ...model, allowing for in-office / work from home flexibility,... ...plans, parental leave, and family building benefits Educational... ...analyses and models Issue final reports of client interactions and...Work at officeFull timeWork experience placementWork from home$175k - $210k
Our client is a diversified financial and real estate company. They seek a VP, Legal Entity Controller & Regulatory Reporting (swaps team) to join their Manhattan, NY office.ResponsibilitiesManage legal entity controllership and financial reporting activities for broker...Work at officeRemote work- ...President, Architecture & Solution Advisory Reporting directly to the SVP, Client... ...Success, and Partners, the VP serves as the organization's... ...: Thrive in our modern, open offices designed to inspire... ...designed to care for you and your family. Our family-formation benefits...Full timeLocal areaRemote workFlexible hours
- ...A prestigious New York-based single family office is seeking a CEO to act as principal steward... ...managers; supervising finance, tax, legal and reporting functions; managing risk, liquidity and... ...intelligence; direct experience working with UHNW principals. #J-18808-Ljbffr...Work at office
- Sapient Capital, an independent advisory firm, is seeking an Advisory Associate to support... ...comprehensive financial services to UHNW clients and institutions. The role focuses... ...with collaboration across investments, family office, and operations to ensure #J-18808-Ljbffr...Work at office
$125k - $200k
...Personal Assistant to UHNW Family - $125K-$200K + Bonus! Our client is seeking a Personal Assistant... ...Assistant will work out of the home office/personal residence of the Principal and... ...Conduct thorough research and compile reports to support informed decision‑making Perform...Work at officeWork from homeHome office$250k - $350k
...Vice President, Transaction Advisory ServicesAt Portage Point Partners... ...Execution Services (TES), Office of the CFO (OCFO), Performance... ...precision.The Vice President (VP), TAS role at Portage Point represents... ..., accounting and financial reporting and tax. The VP, TAS will...Work at officeInterim roleRelocation- ...JPMorgan Chase & Co. in New York, NY seeks a Vice President for the Private Bank, Family Office Services & Strategy to lead high-impact initiatives shaping the family office offering. You will partner with advisors, clients and senior leadership to enhance the value...Work at office
- ...CEO - Single Family OfficeWe are representing a prestigious New York–based Single Family Office seeking a CEO to lead all aspects of the platform... ...finance, tax, legal and reporting functionsManage risk,... ...intelligenceExperience working directly with UHNW principals...Work at office
- ...About the job CEO - Single Family Office We are representing a prestigious New York-... ...managers Supervise finance, tax, legal and reporting functions Manage risk, liquidity and... ...~ Experience working directly with UHNW principals Please send your resume...Work at office
- Citi in Mississauga, Ontario, Canada is seeking a Regulatory Reporting Change Management Lead - Vice President to drive the planning and... ...and BAU remediation. You will partner with Operations, Middle Office, Front Office, Technology, Compliance, Legal and Finance to ensure...Work at office
$60k - $95k
...Accountant - Business Management & Family Office Hybrid • New York, NY 10020; Los Angeles... ...Full Time / Experienced Level Category Advisory - Business Mgmt & Family Office Description... ...Balance. Finalize monthly client reporting & meeting packages with support from...Work at officeFull time$115k - $270k
...building a successful business. This role is in our Partner Family Office. OUR IMPACTWealth ManagementAcross Wealth Management, Goldman... ...through creating asset allocation strategies and holistic wealth advisory recommendations to clientsWork with a team to source and...Work at officeFull timeTemporary workPart time
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