Family Office Operations Manager

Confidential; California (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Confidential is seeking a Family Office Operations Manager to lead client services and operations for a boutique family office and investment firm. This onsite role in Playa Vista, CA focuses on client relationship management, pipeline tracking, and cross-functional coordination to deliver concierge-level service to discerning clients.

The ideal candidate has 3–5+ years in financial services or private wealth operations, a Bachelor's degree, and comfort with basic AP/AR and Excel-driven

Qualifications

• 3–5+ years of experience in client services, operations, and/or business management within family office, financial services, or private wealth space.
• Bachelor's degree required.
• Comfort with financial concepts including basic AP/AR and personal financial management; proficient in Excel and navigating multiple platforms and client management systems.
• You are the kind of person who lights up a room, earns trust quickly, and stays three steps ahead under competing priorities.

Responsibilities

• Client relationship management: principal point of contact for assigned clients with proactive communication and attentive service.
• Request tracking & project management: manage an active pipeline of client requests from intake to resolution.
• Operational reporting: prepare client-facing and internal reports, compiling financial data into clear formats.
• AP/AR & ad hoc accounting: handle payables, receivables, and related tasks across client activity.
• In-person & phone client engagement: represent the firm professionally with discretion.
• Cross-functional coordination: partner with leadership and external advisors for seamless execution.

Skills

Client relationship management

Operational coordination

Accounting basics (AP/AR)

Excel proficiency

Education

Bachelor's degree

Tools

Excel

CRM systems

Job description

Are you a client-services and operational professional ready to step into a leadership role at a boutique family office and investment firm? The firm is seeking a Family Office Operations Manager to serve as a trusted operational partner for their portfolio of clients. This is a dynamic, client-facing position for someone who thrives on building relationships, managing complexity, and delivering a concierge-level experience to some of the most discerning clients in the market. The ideal candidate is tech savvy, detail-oriented, with a high EQ. This role is onsite daily in Playa Vista, CA.

Key Responsibilities

• Client Relationship Management: Serve as a primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships through proactive communication, attentive service, and consistent follow-through across every touchpoint.
• Request Tracking & Project Management: Manage and prioritize an active pipeline of client requests from intake through resolution, maintaining clear visibility into open items and ensuring nothing falls through the cracks.
• Operational Reporting: Prepare and deliver a variety of client-facing and internal reports, compiling financial data, summarizing activity, and presenting information in a clear and polished format that meets the expectations of a sophisticated client base.
• AP/AR & Ad Hoc Accounting: Handle accounts payable, accounts receivable, and ad hoc accounting tasks on behalf of clients, ensuring accuracy and timeliness across all financial activity.
• In-Person & Phone Client Engagement: Represent the firm with professionalism and warmth in all client interactions, always reflecting the firm's high standards of service and discretion.
• Cross-Functional Coordination: Partner closely with leadership and external advisors to ensure seamless execution across all client deliverables and operational initiatives.

What We're Looking For

• Experience: 3-5+ years of experience in a client services, operations, and/or business management within family office, financial services firm, or private wealth space.
• Education: Bachelor's degree required.
• Technical Skills: Comfort with financial concepts including basic AP/AR and personal financial management. Proficiency in Excel and experience navigating multiple platforms and client management systems.
• What Sets You Apart: You are the kind of person who lights up a room, earns trust quickly, and makes every client feel like they are the only one on your list. You are exceptionally organized, discreet, and proactive, always three steps ahead and never rattled by complexity or competing priorities.

We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.