Senior Family Office Services Manager

CFA Institute; Baltimore (MD); Sur place; USD 110 000 - 180 000; Plein temps

Résumé du poste

C CFA Institute seeks a Manager, Family Office Responsibilities to oversee daily client relationships and family finances in Baltimore. The role focuses on cash management, budgeting, and financial reporting for high‑net‑worth clients, coordinating with tax, legal and investment professionals.

The position emphasizes accuracy, project oversight, and mentoring of junior staff in a fast-paced wealth-management environment.

Qualifications

• Bachelor's degree in accounting/finance or related field.
• Professional finance designation preferred (CPA/CFP/CFA).
• Experience in family office or wealth management environments.

Responsabilités

• Manage day-to-day relationships with high-net-worth clients and families.
• Oversee bill pay, cash management, budgeting, and banking.
• Prepare personal financial statements and cash-flow analyses.
• Coordinate with tax, legal, investment and estate planning advisors.
• Organize records for tax compliance and reporting.
• Mentor junior team members and assist client onboarding.

Connaissances

Client relations

Project management

Mentoring

Attention to detail

Communication

Formation

Bachelor's degree in Accounting/Finance/Business

CPA/CFP/CFA preferred

Outils

Excel

Financial reporting systems

Description du poste

C CFA Institute seeks a Manager, Family Office Responsibilities to oversee daily client relationships and family finances in Baltimore. The role focuses on cash management, budgeting, and financial reporting for high‑net‑worth clients, coordinating with tax, legal and investment professionals.

The position emphasizes accuracy, project oversight, and mentoring of junior staff in a fast-paced wealth-management environment.