Senior Family Office Director - Wealth and Operations

Armanino LLP; San Francisco (CA); On-site; USD 133,500 - 165,250; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO plan and paid sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

A leading financial services firm in San Francisco seeks a seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all facets of client service, ensuring regulatory compliance and delivering exceptional financial insights. Candidates should bring extensive experience in wealth management and team leadership, with proficiency in Sage Intacct and a strong grasp of GAAP. The position offers competitive compensation alongside robust employee benefits.

Qualifications

• Minimum 10 years of experience in Family Office, Business Management, or Wealth Management.
• Minimum 5 years in a leadership role overseeing teams and client relationships.
• Deep understanding of GAAP, financial reporting, and general ledger accounting.

Responsibilities

• Serve as primary relationship lead for high net worth clients.
• Oversee delivery of family office services including compliance filings and financial reporting.
• Lead client meetings and special engagements, ensuring service quality.

Skills

Leadership

Client Relationship Management

Wealth Management

Financial Reporting

Communication

GAAP Knowledge

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Sage Intacct

Excel

Job description

A leading financial services firm in San Francisco seeks a seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all facets of client service, ensuring regulatory compliance and delivering exceptional financial insights. Candidates should bring extensive experience in wealth management and team leadership, with proficiency in Sage Intacct and a strong grasp of GAAP. The position offers competitive compensation alongside robust employee benefits.