Manager, Personal CFO

Socket.dev; New York (NY); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA/HSA options

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks an experienced accounting professional to manage onboarding for client relationships and oversee accounting, cash management, payroll, and financial administration for individuals and family offices. You will review reports and coordinate with wealth managers, tax advisors, and attorneys to ensure precise, timely service.

The role emphasizes client service, discretion, and collaboration within a four-day-per-week onsite environment, with opportunities to support charitable giving

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 5–8 years of relevant experience in a multi-family office, family office, or similar professional services environment.
• Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex structures.
• Familiarity with trusts, estates, foundations, and partnerships, including tax considerations.
• Excellent communication, project management, and relationship management skills.
• High level of professionalism, discretion, and client service.
• CPA or prior public accounting experience preferred.
• Office four days per week.

Responsibilities

• 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 high client service standards.
• Support family office activities, including gifting, charitable giving, and special financial projects.
• Oversee bill pay, disbursements, and related controls for accuracy and timeliness.
• Coordinate with wealth managers, tax preparers, attorneys, and other advisors as the day-to-day client contact.
• Prepare client-ready materials and participate in meetings; respond to requests across multiple relationships.
• Assist with tax, estate, and planning initiatives and ad hoc analyses.

Skills

Accounting

Cash Management

Financial Reporting

Project Management

Relationship Management

Discretion

Communication

Education

Bachelor’s degree in Accounting or related field

CPA preferred

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities:

• 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.

• 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.

• 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 to tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.

• 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.

Qualifications:

• 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 4 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. 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. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• 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.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is 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

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model foster collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.