Manager - Family Office Services

Selby Jennings; Baltimore (MD); On-site; USD 90,000 - 150,000; Full time

Job summary

Selby Jennings in Baltimore seeks a Manager for Family Office Services to oversee day-to-day relationships with high-net-worth clients and families, coordinate with tax, legal and investment professionals, and manage banking, budgeting and cash flow activities.

The role requires a Bachelor's degree and 5+ years in family office or related fields, strong organizational and client service skills, and proficiency with Excel and financial reporting systems.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 5+ years in a family office, private client services, wealth management, 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.
• Advanced proficiency with Microsoft Excel and financial reporting systems.

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.

Skills

Client service

Relationship mgmt

Organizational skills

Excel proficiency

Financial reporting systems

Education

Bachelor's degree in Accounting, Finance, Business

Tools

Microsoft Excel

Financial reporting systems

Job description

Manager - Family Office Services (PR/611794) Baltimore, Maryland

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 ServicesQualifications

• 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.