Senior Business Manager

X&; El Segundo (CA); On-site; USD 180,000 - 280,000; Full time

Job summary

X&BM in Los Angeles is seeking a Senior Business Manager to lead a select book of high-net-worth clients, acting as the trusted financial advisor for major decisions and confidential management of their wealth. The role is full-time and on-site, reporting to the Director, Business Management, and guiding a team of Account Executives to deliver integrated financial services.

You will own client relationships, shape cash flow and tax posture, oversee real estate and entity transactions, coordinate

Qualifications

• Eight+ years in business management for entertainment or high-net-worth clients.
• Three+ years as lead relationship manager.
• Proven track record in bringing in and retaining clients.
• Deep knowledge of accounting, cash management, loan-out structures, touring/production finance, royalty and endorsement income, insurance and tax issues.
• Experience leading major client transactions: real estate, entity formation, financing and deal closings.
• Strong leadership and staff development experience.
• CPA strongly preferred; degree in accounting/finance required.
• Comfort with software and AI-native platforms.

Responsibilities

• Own the client relationship as trusted financial advisor and single point of contact.
• Lead the client's financial strategy including cash, entities, insurance, tax posture and long-term financial health.
• Oversee major transactions: real estate, entity formation, financing, closings.
• Manage ecosystem: coordinate with agents, attorneys, managers, publicists and families.
• Lead and develop the Account Executives on the book and define standards for a well-run account.
• Grow the client book via referrals and partner ecosystem; structure engagements.
• Define platform-driven work processes and collaborate with product team to build features for clients.
• Maintain discretion and confidentiality with high-net-worth clients.

Skills

Relationship management

Financial planning

Negotiation

Leadership

Communication

Discretion

Tax knowledge

Real estate & deals

Education

Bachelor's in accounting/finance

CPA preferred

Job description

The Senior Business Manager is the relationship lead for a book of X&BM clients and the person accountable for every decision made on their behalf. This is a full-time, on-site role in Los Angeles, reporting to the Director, Business Management, and leading a team of Account Executives.

Clients hire a business manager, not a firm. The Senior Business Manager is that person. That means:

• Owning the relationship. Being the client's trusted financial advisor: the person in the room for every major decision, the one who says no when the answer is no, and the one who answers the phone at any hour when it matters.
• Running the client's financial strategy. Setting the plan for each client's cash, entities, insurance, tax posture, and long-term financial health, and steering the Account Executive team that executes it daily.
• Major decisions and transactions. Leading property purchases and sales, deal closings, entity formation, financing, contract reviews, and estate coordination. Bringing in X&BM's tax, insurance, and royalty specialists and outside counsel, and owning the outcome.
• The client's ecosystem. Managing the working relationship with each client's agent, manager, attorney, publicist, and family, so that every advisor works from the same numbers and the client hears one voice on money.
• Leading the team. Managing, reviewing, and developing the Account Executives assigned to the book. Setting the standard for what a well-run account looks like and holding the team to it.
• Growing the book. Bringing new clients into X&BM through referrals, the industry network, and the X& ecosystem of partners, funds, and portfolio companies. Structuring and pricing engagements.
• Building the practice on the platform. X&BM's client workflow runs inside the firm's AI-native platform. The Senior Business Manager decides what the platform should do for clients next, works with the product team to build it, and holds the team to running on it rather than around it.
• Discretion. Handling the financial lives of public figures with complete confidentiality, every day, without exception.

The Senior Business Manager is a candidate for partnership in the firm.

Qualifications

• Eight or more years in business management serving entertainment, sports, or high-net-worth clients, including at least three years as the lead relationship manager on a book of clients.
• A track record of bringing in and retaining clients. Candidates with a portable book or a demonstrated referral network are strongly preferred.
• Deep working knowledge of the full business-management stack: accounting, cash management, loan-out corporations, touring and production finance, royalty and endorsement income, insurance, and the tax issues that touch each.
• Direct experience leading major client transactions: real estate, entity formation, financing, and deal closings.
• Proven leadership of a client-service team, including hiring, reviewing, and developing staff.
• CPA strongly preferred. A bachelor's degree in accounting, finance, or a related field is required.
• Comfort building in software. The Senior Business Manager will shape how client work runs inside an AI-native platform, and should want to.
• Judgment under pressure, and the confidence to tell a client what they do not want to hear.
• Absolute discretion and the highest ethical standards. X&BM's clients are public figures, and confidentiality is non-negotiable.