Senior Family Office Wealth Manager | Personal CFO

Cyperus Group LLC; Boston (MA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid parental leave

Child care support

Disability insurance

Student loan assistance

Tuition assistance

Job summary

A financial services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial reporting, coordinating with various professionals, and managing client service staff. Candidates should have at least 5 years of experience supporting high-net-worth individuals, a Bachelor's in Accounting or a related field, and preferably a CPA. The position offers competitive compensation and a range of benefits including medical insurance and 401(k).

Qualifications

• Bachelor’s degree in Accounting or related field preferred.
• CPA certification preferred but not required.
• Minimum of 5 years of experience supporting HNW/UHNW clients.

Responsibilities

• Lead day-to-day client relationships for high-net-worth families.
• Oversee financial reporting and cash management.
• Manage and develop client service staff.

Skills

Client relationship management

Financial reporting

Cash management

Team management

Tax and estate planning

Education

Bachelor’s in Accounting or related field

CPA

Job description

A financial services firm in Boston is seeking a Wealth Manager to lead day-to-day client relationships for high-net-worth families. This role requires overseeing financial reporting, coordinating with various professionals, and managing client service staff. Candidates should have at least 5 years of experience supporting high-net-worth individuals, a Bachelor's in Accounting or a related field, and preferably a CPA. The position offers competitive compensation and a range of benefits including medical insurance and 401(k).