Manager, Personal CFO

Corient Services LLC; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life Insurance

Flexible Spending Accounts

Volunteer days

Job summary

Corient Services LLC in Atlanta, Georgia is seeking a Client Financial Management Lead with experience in financial operations within a multi-family office setting. This role requires a bachelor's degree and a strong knowledge of accounting, cash management, and investment reporting, along with excellent communication and project management skills.

The position involves team leadership and a commitment to providing exceptional client service, requiring onsite presence four days a week. Benefits include a 401(k) plan with employer matching, health plans, and paid volunteer days.

Qualifications

• 5–8 years of experience in multi-family office or related services.
• Strong knowledge of accounting and financial operations.
• Familiarity with trusts, estates, and partnerships.

Responsibilities

• Lead onboarding for new client relationships.
• Oversee financial administration for clients and entities.
• Prepare client-ready materials and reports.

Skills

Communication skills

Project management

Relationship management

Accounting knowledge

Cash management

Education

Bachelor’s degree in Accounting, Finance, or a related field

Job description

What You’ll Do

• Client Financial Management Lead: onboarding for new client relationships and establish reporting, accounting, and operational processes.
• Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
• Review financial reports, reconciliations, and year‑end reporting to ensure accuracy, timeliness, and a high standard of client service.
• Support a range of family office activities, including gifting, charitable giving, and special financial projects.
• Bill Pay and Cash Operations: oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
• Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
• Client and Advisor Partnership: serve as a trusted day‑to‑day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.
• Prepare client‑ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.
• Support tax, estate, and planning‑related initiatives while supporting ad hoc analyses and special projects.
• Team Leadership: coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
• Support a collaborative, service‑oriented culture grounded in accountability, discretion, and operational excellence.

What You Bring

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5–8 years of relevant experience, ideally within a multi‑family office, family office, or related professional services environment.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
• Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.
• Excellent communication, project management, and relationship management skills.
• A high level of professionalism, discretion, and commitment to exceptional client service.
• CPA or prior public accounting experience preferred.
• This role is expected to be in the office four days per week.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite four days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
• Corient will require proof of work authorization.
• Corient participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S. If E‑Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require, among other things, post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short‑term & Long‑term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community – Volunteer days

EEO Statement

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.