Senior Family Office Advisory & Wealth Strategy

EY; Boston (MA); Híbrido; USD 107.000 - 195.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Medical and dental coverage

Pension and 401(k) plans

Flexible vacation policy

Descripción de la vacante

EY is seeking a senior professional to join Family Office Advisory Services in Boston, partnering with high net worth clients to protect and grow family wealth. You will guide governance, operations and technology decisions while coaching teams and ensuring high-quality delivery across engagements.

Expect a dynamic, cross-border role with substantial travel and a focus on risk management, client service, and business growth in a hybrid EY environment designed to develop leadership and technical

Formación

• Bachelor's degree in Business, Accounting, Finance with project management experience.
• CPA or Bar membership required.
• Minimum of 5 years in a professional services environment.
• Experience in family office environments or financial services is preferred.
• Knowledge of partnership and fund accounting concepts.
• Strong communication and stakeholder management skills.

Responsabilidades

• Support governance, operations and technology reviews for family offices and high net worth clients.
• Lead and coach teams, oversee complex initiatives, and deliver high-quality client solutions.
• Manage performance metrics, risk, and client service delivery across engagements.
• Travel approximately 50% to meet client needs and client working sessions.

Conocimientos

Project management

Client service

Leadership

Stakeholder management

Travel readiness

Educación

Bachelor's degree in Business/Accounting/Finance

CPA or Bar membership

Herramientas

Financial software systems

Descripción del empleo

EY is seeking a senior professional to join Family Office Advisory Services in Boston, partnering with high net worth clients to protect and grow family wealth. You will guide governance, operations and technology decisions while coaching teams and ensuring high-quality delivery across engagements.

Expect a dynamic, cross-border role with substantial travel and a focus on risk management, client service, and business growth in a hybrid EY environment designed to develop leadership and technical