Senior Family Office Advisor: Wealth, Governance & Growth

EY; Hoboken (NJ); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k)

Paid time off

Hybrid work model

Job summary

EY is seeking a Senior Family Office Advisory professional to support governance, operations, and technology for high-net-worth families. You will guide multi-disciplinary teams, advise on complex financial and estate planning topics, and work across borders with a global EY network.

The role offers a dynamic, hybrid work model and opportunities to lead client engagements, drive strategic outcomes, and develop leadership and technical skills within EY’s Family Office Advisory Services.

Qualifications

• Bachelor's degree in Business, Accounting, Finance or related field with relevant project management, operations and implementation experience.
• CPA or Bar membership required.
• Minimum 5 years of professional services experience.

Responsibilities

• Support governance, operations and technology systems for family office clients.
• Lead and coach teams to deliver complex technical initiatives with accountability for outcomes.
• Interact with senior leaders and cross-functional teams to drive client service and business growth.

Skills

Project management

Operations

Leadership

Stakeholder management

Business acumen

Analytical thinking

Education

Bachelor's degree in Business, Accounting, Finance

CPA or Bar membership

Tools

Financial software systems

Job description

EY is seeking a Senior Family Office Advisory professional to support governance, operations, and technology for high-net-worth families. You will guide multi-disciplinary teams, advise on complex financial and estate planning topics, and work across borders with a global EY network.

The role offers a dynamic, hybrid work model and opportunities to lead client engagements, drive strategic outcomes, and develop leadership and technical skills within EY’s Family Office Advisory Services.