Senior Family Office Advisory Specialist

EY; Houston (TX); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Medical and dental coverage

Pension and 401(k) plans

Paid time off options

Hybrid work model

Job summary

EY is seeking a senior-level professional for its Family Office Advisory Services to help high-net-worth clients navigate governance, finance, and wealth planning. You will lead cross-functional teams, review governance, operations and technology, and act as a trusted advisor to clients and colleagues.

The role emphasizes client service, risk management, and the ability to drive business growth, with regular travel and a hybrid work model in a global EY environment.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, or related field with experience in PM, operations, technology, and implementation
• CPA or Bar membership
• Minimum 5 years of experience in a professional services environment
• Experience in a family office environment or financial services including investment management
• Understanding of partnership and fund accounting concepts in multi-tier ownership structures
• Knowledge of tax compliance and reporting across entity types
• Understanding of wealth planning and portfolio management for high-net-worth individuals
• Experience with business process improvement and technology-enabled transformation
• Ability to build trusted relationships with clients, vendors, and stakeholders while maintaining professionalism, discretion, and sound judgment
• Strong communication, collaboration, negotiation, and stakeholder management skills including ability to influence senior leaders
• Experience leading and developing teams; travel ~50%

Responsibilities

• Support governance, operations and technology reviews for family offices
• Consult with high-net-worth clients and external advisors
• Coach and develop a team while delivering complex initiatives
• Guide and supervise professionals to deliver technical initiatives with accountability
• Develop solutions to complex problems and advise on policies
• Regular travel to meet client needs

Skills

Strong communication & collaboration

Stakeholder management

Project leadership

Team development

Business acumen

Education

Bachelor's degree in Business/Accounting/Finance

CPA or Bar membership

Job description

EY is seeking a senior-level professional for its Family Office Advisory Services to help high-net-worth clients navigate governance, finance, and wealth planning. You will lead cross-functional teams, review governance, operations and technology, and act as a trusted advisor to clients and colleagues.

The role emphasizes client service, risk management, and the ability to drive business growth, with regular travel and a hybrid work model in a global EY environment.