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
$106.5k - $195.1k
...EY and help to build a better working world.The opportunity Family Office Advisory Services is a growing practice within the organization, and... ...tiered ownership structuresKnowledge of tax compliance and reporting requirements across entity types, including partnerships,...Work at officeSummer holidayImmediate startFlexible hours- Our Transaction Advisory Services practice provides seamless analytical... ...to complex areas of the report-writing processMentoring analysts... ...skillsDemonstrated proficiency in Microsoft Office, with focus on PowerPoint and... ..., generous parental and family leave.Protective Insurances:...Work at officeTemporary work
$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$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- ...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
$125k - $198k
...Job Title Global Sanctions Advisory Oversight Specialist Corporate... ...-Money Laundering Compliance Officer position will advise on... ...savings plans, parental leave, and family building benefits... ...handling sanctions-relevant reporting obligations You will act as...Work at officeFull timeWork from home$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- ...individuals from more than 1,200 offices in 43 countries.As a market... ...Foundations, Ultra-High Net-Worth, Family Offices, etc.) of Morgan... ...client portfolios for OCIO’s UHNW and Single Family Office clientsIncluding... ...statements, provide quarterly reporting, and other tasks relevant to...Work at officeTemporary workWorldwide
- 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$93k - $140k
...key liaison between the Tax and Financial Reporting functions, ensuring accurate, timely,... ...some of our departments have greater in-office requirements that will be communicated to... ...M&A, restructuring and private capital advisory capabilities across Americas, Europe and...Work at officeFull timeLocal areaRemote workWorldwide$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$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- .... Morgan Private Bank is seeking a Vice President to join its Family Office Services & Strategy team. This role sits at the center of one... ...industry-leading thought leadership (e.g., Global Family Office Report)Conduct financial, market, and competitive analysis to inform...Work at office
$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$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$200k - $250k
...is a member of the Sony family of global companies.Sony Music is seeking a VP, Fan Engagement to join... ...D2C organization. Reporting directly to the Head of... ...frontline release the team is advisory. Between release cycles... ...every day A modern office environment designed to...Work at officeCasual workLocal area$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- ...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
- ...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
$225k
Job Description The Advisory and Contract Execution Team is an integral part of TD Securities, providing best‑of‑class service to business... .... Lead or participate in internal calls with senior credit officers and front‑office contacts, as well as calls with clients and external...Work at officeContract workLocal areaFlexible hours$122k - $166k
## Data Privacy & Protection Compliance Advisory, Vice PresidentApplylocations: New York,... ...selected colleague will work at an MUFG office or client sites four days per week and work... ...incidents and DSARs, and deliver reporting to senior leadership. This role plays a...Work at officeWork experience placementLocal areaRemote work$130k - $170k
...services to high-net-worth individuals and families. The firm, originally founded in... ...over $35 billion in assets. The VP of Portfolio and Wealth Advisory is a senior member of the Advisory... ...Anywhere" weeks, and casual dress. ~ New office space with a variety of perks and...Work at officeTemporary workWork experience placementCasual workRemote workFlexible hours$163.3k - $236.8k
...appetite, and governance reporting ~ Strong ability to... ...dashboards, and Microsoft Office applications to support... ...The VP, Risk Management serves... ...credible challenge, and advisory support across the operational... ...citizenship, marital or familial status, sexual orientation...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- ...Our Transaction Advisory Services practice provides seamless analytical... ...to complex areas of the report-writing process Mentoring analysts... ...proficiency in Microsoft Office, with focus on PowerPoint and... ...holidays, generous parental and family leave. Protective Insurances...Work at officeTemporary workWork experience placement
$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- ...OfficeFull-timeLocationNew York, United StatesStay ahead of the marketGet instant notifications when new job openings matching "Family Office / VP jobs in New York, United States" are published.## About This RoleMorgan Stanley Family Office (MSFO) within Private Wealth...Work at office
- DescriptionPosition at EzraJob Role: VP, Product StrategyLocation: New... ...City, USA - Hybrid (3 Days in Office) Who we are:We believe... ...matters, and how it drives growth. Reporting to the Chief Technology... ...professionally.Coaching for Friends and family because coaching is a gift...Work at officeFlexible hours
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