Senior Family Office Advisory Manager
$95.4k - $180.4kRSM US LLP
RSM US LLP is seeking a Family Office Advisory Manager in New York to provide strategic guidance and advisory services to affluent families and their family offices. This role includes supporting client engagements, developing strategic recommendations, and managing practice development initiatives. Qualified candidates will have a Bachelor’s degree and at least 5 years of relevant experience, with exceptional communication skills. The position offers a competitive salary range of $95,400 - $180,400 and opportunities for professional development. #J-18808-Ljbffr RSM US LLP
$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorWork at office$140k - $190k
Dormont Manufacturing Co is hiring a Single Family Office (SFO) Relationship Manager in New York, NY. This role focuses on business development and relationship management for ultra-high net worth clients with investment assets over $250 million. The ideal candidate will...SeniorWork at office$110k - $120k
Dormont Manufacturing Co is seeking a Senior Analyst or Associate for its Family Office Advisory team in New York. This position involves supporting high net worth clients by managing their personal, financial, and administrative needs. Successful candidates will have a...SeniorWork at office- ...Family Office Advisory Manager We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are...SuggestedTemporary workWork at office
$250k - $325k
.... Position Summary Huron's Financial Advisory practice is seeking a highly accomplished Senior Director to grow our Office of the CFO (OCFO) consulting capability. This... ...Finance (Budgeting & Forecasting, Treasury Management, Working Capital Optimization) Finance...SeniorContract workInterim roleWork at officeLocal areaImmediate startRemote work- Alumni Ventures is seeking a Product Manager specializing in family office solutions. You will define and execute the strategy for essential services such as tax and estate planning, ensuring advisors deliver comprehensive support. Your role includes managing external partners...SeniorWork at office
- A leading global financial services firm is looking for a Portfolio Manager in New York. The role involves understanding Family Office clients' investment needs, providing tailored multi-asset solutions, and advising on portfolio construction. Successful candidates will...SeniorWork at office
- About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual... ...who want to grow without running the back office themselves. Advisors bring their book... ...New York. Come help us scale! The Role: A family office does more than manage money. It runs...SeniorLive inWork at office
- ...financial integrity and operational infrastructure of a private family office. This role requires a skilled professional with over 7 years... ...in finance or investment roles. The successful candidate will manage investment tracking, coordinate taxes, and build financial processes...SeniorWork at office
$125k - $250k
...estate transactions, and advisory work-providing a path... ...As part of the National Office Tax team, you will gain... ...Real Estate held by family offices or joint ventures... ...have the flexibility to manage your days in support of... ...falling within the Senior Associate to early Manager...SeniorWork at officeLocal area$110k - $120k
Senior Analyst or Associate, Family Office Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Family Office Advisory (FOA) team, you will... ...individuals and families. You will help clients manage the personal, financial, and administrative dimensions...SeniorWork at office$180k - $350k
A leading global financial services firm is seeking a senior investment professional to manage multi-asset solutions for Family Office clients in New York. The role involves developing tailored investment strategies, advising on asset allocation, and delivering insights...SeniorWork at office$200k - $250k
...Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role you will serve... ...developing less experienced RMs, be physically present in the office when not traveling for business purposes Be perceived...SeniorWork at officeLocal area- ...multiple entities. You will prepare financial statements and management reports while managing payroll and benefits administration. Ideal... ...would have 8 - 15+ years of experience specifically in family office or UHNW management company accounting. Strong coordination with...SeniorWork at office
- Executive Assistant/Office Manager - Family Office Job Description: A small Family Office based in Westchester is seeking an Executive Assistant/Office Manager to assist with a close-knit family office and support the C-Level Officers. This position offers the opportunity...Contract workWork at office
- Level Workforce is seeking a Family Office Manager to provide financial and administrative support for a family office based in Atlanta. This part-time, remote role involves bookkeeping, event coordination, and managing professional licenses. Ideal candidates demonstrate...Remote jobPart timeWork at office
- ...The KPMG Advisory practice is at the forefront of transformation, offering... ...KPMG is currently seeking a Senior Associate - Infrastructure,... ...decisions for yourself, your family, and your lifestyle. Available... ...exercise sound judgment, effectively manage stress and work safely and...SeniorFull timeH1bLocal area
$200k - $250k
# Director of Finance (Family Office)Atlas SearchDirectorDirect InvestmentsFull-timeLocationNew... ...relationships, and liabilities, managing cash flow, liquidity planning, bill pay... ...family office financial operations, UHNW advisory, or related environments, with proven success...Work at office3 days per week$140k - $190k
Single Family Office Relationship Manager page is loaded## Single Family Office Relationship Managerlocations: New Yorktime type: Full timeposted on:... ...RM’s.* Be perceived by clients as a BBH executive and the senior Business Development specialist on the team.**...Work at officeFlexible hours$130k - $200k
..., a nationally recognized CPA firm, is hiring for a fully remote HNW Tax Manager role. Candidates with proven experience in tax compliance and advisory for high-net-worth individuals and families are encouraged to apply. The firm emphasizes career development and offers...SeniorRemote job$200k - $250k
...seeking a Director of Finance for a prestigious family office in New York. This role involves overseeing all financial operations, managing cash flow and partnerships with external... ...office financial operations or UHNW advisory. Compensation ranges from $200k to $250k total...Work at office3 days per week$170k - $210k
...00.00/yr Additional compensation types Annual Bonus Role: Family Office/HNW Tax Manager Company: Large Family Office and Fund Location: Mid Town NYC... ..., mentorship, and professional development for the Senior Tax Accountant. #45923 Seniority level Seniority level Mid...Full timeContract workWork at officeLocal areaRemote work- Our client is a Global Hedge and Quant Fund (Family Office) that has been in High Growth and are currently seeking a Tax Manager level professional to add to their Family... ...Tax Compliance, Forecasting, Tax Planning and Advisory related matters. This is a newly created role...Work at office
- ...Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family... .... The team works across multiple offices to help preserve and transfer wealth, plan... ...of client service. Guidance to advisory teams and clients as to family meetings...SeniorWork at officeRemote work
$100k
...yourself. As a Captain, you’ll launch a high‑impact fractional family office practice operating as the de facto CFO for 12–15... ...succession planning, income and estate tax strategies, risk management analysis, investment coordination, and long‑term net worth growth...For contractorsWork at officeImmediate startRemote work- ...provides the highest quality advisory consulting services to its clients... .... You're part of the Centri Family. Career Advancement:... ...career trajectory This Senior Manager position has the primary responsibility... ...Proficient in Microsoft Office Suite with an emphasis on...SeniorWork at officeLocal area
$100k - $150k
...ranked accounting, tax, and advisory firm with offices across the U.S. and... ...Director to join our growing Family Office practice. This individual... ...office clients, while managing a team and contributing to... ...develop a team of managers, seniors, and staff. ~ Review...Full timeWork at officeLocal areaFlexible hours3 days per week- ...provides the highest quality advisory consulting services to... ...’re part of the Centri Family. Career Advancement... ...trajectory. The Senior Associate position has... ...oversight and directions from Manager. Apply guidance to... ...Proficient in Microsoft Office Suite with an emphasis...SeniorWork at officeLocal area
$200k
...compliance-plus position. This is a senior-level tax advisory role focused on advanced... ...founders, multi-entity family enterprises, and... ...Big 4 / National Firm Tax Managers and Senior Managers ready to... ...public accounting, family office, private client services, or...SeniorWork at officeRemote workFlexible hours- A senior living organization is seeking an Office Manager to assist with daily facility operations. Responsibilities include managing payroll, coordinating administrative duties, and ensuring resident care. The ideal candidate should have at least an Associates Degree and...SeniorWork at office
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