Family Office Manager

FAMILY OFFICE MANAGER

Location: Columbus, OH (Fully in-office)  
Schedule: Monday–Friday | 9:00 AM–5:00 PM
Salary: $90,000–$105,000
Benefits: PTO, Sick Time 

POSITION OVERVIEW

We are seeking a Family Office Manager to provide financial and administrative leadership supporting a private ownership family and the preservation and efficient management of their assets.

This is a high-trust, in-office position responsible for overseeing personal financial matters, assets, investments, insurance, real estate, tax-related planning, and other family office needs. The ideal candidate brings strong financial experience, sound judgment, discretion, and a service-oriented approach.

WHAT YOU’LL DO

• Manage personal accounting, cash management, and bill payments
• Oversee financial matters, investments, trusts, and related assets
• Manage the family’s insurance portfolio and assist with risk exposure
• Support tax planning strategies and financial efficiencies
• Oversee real estate assets and related financial matters
• Review and coordinate contracts and agreements
• Manage HR-related matters and family administrative needs
• Coordinate technology, healthcare, and natural disaster preparedness needs
• Manage philanthropic gifting and related activities
• Serve as a trusted liaison with external banking, legal, tax, and healthcare professionals
• Work closely with and provide oversight in coordination with the operating companies’ CFO
• Identify and implement opportunities for cash and operating efficiencies

WHAT YOU’LL BRING

• Financial management experience with exposure to personal or family financial matters
• Experience working with trusts, insurance, bill payment, investments, or financial assets
• Some accounting experience strongly preferred
• Previous real estate experience is a plus
• Strong organizational skills and attention to detail
• Excellent judgment, discretion, and ability to handle highly confidential information
• Ability to work independently and serve as a trusted resource to ownership
• Strong communication and relationship-management skills
• Must be comfortable working fully in office

COMPENSATION & BENEFITS

• $90,000–$105,000 salary
• PTO
• Sick time
• Monday–Friday, 9:00 AM–5:00 PM
• Fully in-office position
• No overtime

WHY JOIN?

• Serve in a high-trust, highly visible role supporting a private ownership family
• Have direct responsibility across financial, investment, insurance, real estate, and administrative matters
• Work closely with experienced CPA, banking, legal, tax, and financial professionals
• Play a key role in protecting assets while identifying opportunities for greater efficiency