Director, Business Management & Strategy for HNW Clients

Consultative Search Group; Los Angeles (CA); On-site; USD 175,000 - 240,000; Full time

Benefits offered by this job

Medical, Dental and Vision coverage

Flexible Spending Account

401k, Match and Profit Sharing Plan

Accrue 20 PTO days annually

Job summary

A prestigious business management firm in Los Angeles is seeking a Director of Business Management to lead service teams. This role encompasses managing workflows, providing financial advice to clients, and participating in key strategic decisions. Ideal candidates have a strong accounting background and 10-15 years of experience, particularly with high-net-worth individuals. The firm offers competitive compensation and a comprehensive benefits package.

Qualifications

• 10-15 years of related experience in Business Management or with high-net-worth individuals.

Responsibilities

• Lead and manage business management client service teams.
• Review and prepare financial statements and reports.
• Communicate financial advice to clients and Partners.
• Assist with strategic planning and cash flow management.

Skills

Deep technical accounting acumen

Client communication

Team management

Education

Bachelor's degree in Accounting or related field

Certified Public Accountant or Enrolled Agent

Job description

A prestigious business management firm in Los Angeles is seeking a Director of Business Management to lead service teams. This role encompasses managing workflows, providing financial advice to clients, and participating in key strategic decisions. Ideal candidates have a strong accounting background and 10-15 years of experience, particularly with high-net-worth individuals. The firm offers competitive compensation and a comprehensive benefits package.