Atlanta-Based Personal CFO & Family Office Manager

Corient Private Wealth LLC.; Atlanta (GA); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Corient Private Wealth LLC. in Atlanta, GA is seeking a Manager, Personal CFO to lead client financial management and oversee accounting for individuals and trusts.

The ideal candidate holds a Bachelor's degree in Accounting or Finance and has 5–8 years of relevant experience. You will manage client relationships, cash operations, and contribute to team development in a collaborative, growth-oriented environment.

Qualifikationen

• Bachelor's degree in Accounting or Finance required.
• 5–8 years of relevant experience.

Aufgaben

• Lead client financial management for individuals and trusts.
• Oversee accounting processes and cash operations.
• Support team development and client relationship management.

Kenntnisse

Client relationships

Cash operations

Team development

Ausbildung

Bachelor's degree in Accounting or Finance

Jobbeschreibung

Corient Private Wealth LLC. in Atlanta, GA is seeking a Manager, Personal CFO to lead client financial management and oversee accounting for individuals and trusts.

The ideal candidate holds a Bachelor's degree in Accounting or Finance and has 5–8 years of relevant experience. You will manage client relationships, cash operations, and contribute to team development in a collaborative, growth-oriented environment.