Manager, Family Office Services, Baltimore

And Simple ApS; Baltimore, Northern (MD, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Selby Jennings is seeking a Manager, Family Office Services in Baltimore to oversee day‑to‑day UHNW client relationships, including bill pay, cash management, and financial reporting. The role involves coordinating with tax, legal, and estate-planning advisors within a growing multi‑family office.

The ideal candidate will have 5+ years in FO/private client/wealth/trust or public accounting with CPA/CFP/CFA preferred. Hybrid work arrangement.

Qualifications

• 5+ years in family office/private client/wealth/trust/public accounting.
• Experience coordinating with tax, legal, insurance and estate-planning advisors.
• Hybrid work arrangement.

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, and investment advisors.
• Organize financial records for tax compliance and reporting.
• Assist with trust, estate, philanthropy, and wealth-transfer planning initiatives.

Skills

Relationship management

Financial advisory

Education

CPA

CFP

CFA

Job description

Selby Jennings is searching for a Manager, Family Office Services for a growing Baltimore multi-family office to manage day-to-day UHNW client relationships — bill pay, cash management, personal financial statements/net-worth/cash-flow, advisor coordination, trust/estate/philanthropy support, household payroll/expenses, and mentoring juniors. Requires 5+ years in FO / private client / wealth / trust / public accounting; CPA, CFP, CFA or similar preferred. Hybrid.

About the job

Search for a Manager, Family Office Services with a growing multi-family office in Baltimore, Maryland. Target profiles: family office services, private client advisory, trust services, wealth management or public accounting professionals who enjoy acting as a trusted adviser to sophisticated clients.

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