Manager - Family Office Services

Selby Jennings; Baltimore (MD); On-site; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings in the greater Baltimore area is seeking a Manager, Family Office to oversee day-to-day relationships with high-net-worth clients and their families. You will coordinate cash management, budgeting, banking, and the preparation of key financial documents.

Working with tax, legal, insurance, investment, and estate planning advisors, you will organize records for tax reporting, support wealth transfer initiatives, and mentor junior staff while improving client service processes.

Qualifications

• Bachelor's degree required in Accounting/Finance/Business or related field.
• CPA, CFP, CFA or similar designation preferred.
• 5+ years of experience in family office or wealth management.
• Strong understanding of personal financial statements and cash flow.
• Experience coordinating with tax, legal, and investment professionals.
• Excellent client service and relationship management.

Responsibilities

• Manage day-to-day relationships with high-net-worth clients and families.
• Oversee bill pay, cash management, budgeting and banking.
• Prepare personal financial statements, net worth reports and cash flow analyses.
• Coordinate with tax, legal, insurance, investment and estate advisors.
• Organize financial records for tax compliance and reporting.
• Assist with trust, estate, philanthropic, and wealth transfer planning.
• Monitor multiple projects and deadlines across complex family structures.
• Review household payroll and family office accounting.
• Support real estate transactions and refinancing efforts.
• Identify opportunities to improve client service processes.
• Mentor junior team members and assist client onboarding.

Skills

Relationship management

Project coordination

Financial reporting

Excel proficiency

Education

Bachelor's degree in Accounting, Finance, Business, or related field

CPA, CFP, CFA, or similar designation preferred

Tools

Microsoft Excel

Financial reporting systems

Job description

• Manage day-to-day relationships with high-net-worth clients and their families.
• Oversee bill pay, cash management, budgeting, and banking activities.
• Prepare and review personal financial statements, net worth reports, and cash flow analyses.
• Coordinate with tax, legal, insurance, investment, and estate planning advisors.
• Organize financial records and documentation for tax compliance and reporting.
• Assist with trust, estate, philanthropic, and wealth transfer planning initiatives.
• Monitor and track multiple projects and deadlines across complex family structures.
• Review household payroll, personal expenses, and family office accounting activities.
• Support real estate transactions, refinancing efforts, and other special projects.
• Identify opportunities to improve client service processes and operational efficiencies.
• Mentor junior team members and assist with client onboarding.

Manager, Family Office Responsibilities

• Manage day-to-day relationships with high-net-worth clients and their families.
• Oversee bill pay, cash management, budgeting, and banking activities.
• Prepare and review personal financial statements, net worth reports, and cash flow analyses.
• Coordinate with tax, legal, insurance, investment, and estate planning advisors.
• Organize financial records and documentation for tax compliance and reporting.
• Assist with trust, estate, philanthropic, and wealth transfer planning initiatives.
• Monitor and track multiple projects and deadlines across complex family structures.
• Review household payroll, personal expenses, and family office accounting activities.
• Support real estate transactions, refinancing efforts, and other special projects.
• Identify opportunities to improve client service processes and operational efficiencies.
• Mentor junior team members and assist with client onboarding.

Manager, Family Office Services Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 5+ years of experience within a family office, private client services, wealth management, public accounting, trust administration, or related environment.
• Strong understanding of personal financial statements, cash flow management, and family office operations.
• Experience coordinating with tax, legal, and investment professionals.
• Exceptional client service and relationship management skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Advanced proficiency with Microsoft Excel and financial reporting systems.
• CPA, CFP, CFA, or similar designation preferred.