Senior Personal CFO & Family Office Leader

Corient Private Wealth LLC.; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Private Wealth LLC. is seeking a Manager, Personal CFO in Atlanta, GA. This role involves leading client financial management and overseeing accounting processes for individuals and trusts. The ideal candidate has a Bachelor's degree in Accounting or Finance and 5–8 years of relevant experience.

Responsibilities include managing client relationships, cash operations, and supporting team development. Corient values ambition and provides a supportive environment for growth with numerous employee benefits.

Qualifications

• 5–8 years of relevant experience in a family office or related professional services environment.
• Strong knowledge of accounting, cash management, and investment reporting.
• Excellent communication and relationship management skills.

Responsibilities

• Lead onboarding for new client relationships and establish accounting processes.
• Oversee cash management, payroll, and financial administration.
• Support family office activities including charitable giving.

Skills

Accounting

Client relationship management

Financial operations

Project management

Education

Bachelor’s degree in Accounting or Finance

Job description

Corient Private Wealth LLC. is seeking a Manager, Personal CFO in Atlanta, GA. This role involves leading client financial management and overseeing accounting processes for individuals and trusts. The ideal candidate has a Bachelor's degree in Accounting or Finance and 5–8 years of relevant experience.

Responsibilities include managing client relationships, cash operations, and supporting team development. Corient values ambition and provides a supportive environment for growth with numerous employee benefits.