Remote Family Office Ops Manager: Coordination & Execution

Tax Alchemy; United States; A distancia; USD 70.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid holidays

Unlimited Vacation

Sick Time

Work from home

Medical, Dental, vision

401k plus match

Descripción de la vacante

Synergy Private is hiring two Family Office Operations Managers to coordinate complex financial, tax, and legal matters for high-net-worth clients. You will manage cross-disciplinary projects, coordinate advisors, and ensure timely execution of strategic plans with a strong judgment and discretion.

Remote, full-time, with a compensation range of $70,000–$100,000 per year. Ideal candidates have 4–6 years in family office or related services, experience with private banking or tax planning, and a

Formación

• 4-6 years in family office services, private banking/wealth management, tax advisory, or related professional services.
• Demonstrated experience with high-net-worth clients, executives, or closely held businesses.
• Strong understanding of tax planning, estate planning, investments, and insurance.
• Experience managing multidisciplinary projects with attorneys, accountants, and financial advisers.
• Desirable: deep experience in private banking/wealth management or tax and estate planning.

Responsabilidades

• Deliver ongoing Family Office Management alongside a peer Operations Manager with clear ownership, timelines, and deliverables.
• Coordinate client requests, channel strategic advice, and ensure timely resolutions.
• Manage complex multi-disciplinary transactions involving tax, investments, structuring, financing, and insurance.
• Oversee implementation of advisory recommendations and project plans.
• Leverage AI tools to accelerate information gathering and client delivery while ensuring confidentiality.

Conocimientos

Project management

Client coordination

AI tools

Cross-disciplinary collaboration

Educación

CFP/CPA/JD credential

Herramientas

AI tools

Descripción del empleo

Synergy Private is hiring two Family Office Operations Managers to coordinate complex financial, tax, and legal matters for high-net-worth clients. You will manage cross-disciplinary projects, coordinate advisors, and ensure timely execution of strategic plans with a strong judgment and discretion.

Remote, full-time, with a compensation range of $70,000–$100,000 per year. Ideal candidates have 4–6 years in family office or related services, experience with private banking or tax planning, and a