Senior Family Office Advisory & Strategy Lead

EY; Charlotte (NC); Hybrid; USD 107,000 - 195,000; Full time

Benefits offered by this job

Hybrid work model

Flexible vacation policy

Paid holidays and leave options

Job summary

EY is seeking a seasoned professional for its Family Office Advisory Services practice in the US. You will guide governance, operations and technology initiatives for high-net-worth families, while coaching teams and delivering measurable business outcomes.

The role emphasizes cross-border teamwork, risk management and strategic advisory across private wealth and family-owned businesses, with a demand for travel and strong client engagement.

Qualifications

• Experience managing complex, multi-stakeholder projects.
• Strong business acumen and ability to drive process improvements.
• Proven ability to coach and develop teams in a client-service environment.

Responsibilities

• Support governance, operations, technology and advisory services for family offices.
• Lead and supervise teams to deliver complex initiatives with measurable outcomes.
• Review and improve processes, policies, and procedures to enhance client service and risk control.
• Interact with high-net-worth clients and external advisors to deliver value.

Skills

Project management

Operations

Leadership

Stakeholder management

Education

Bachelor's degree in Business/Accounting/Finance

CPA or Bar membership

Job description

EY is seeking a seasoned professional for its Family Office Advisory Services practice in the US. You will guide governance, operations and technology initiatives for high-net-worth families, while coaching teams and delivering measurable business outcomes.

The role emphasizes cross-border teamwork, risk management and strategic advisory across private wealth and family-owned businesses, with a demand for travel and strong client engagement.