UHNW Family Office Associate

Santa Barbara Management; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Build something different

Exceptional colleagues

Meaningful scope

Culture that takes care

New York office

Job summary

Santa Barbara Management, a fast-growing family office, is seeking a Family Office Associate in our New York office to serve ultra-high-net-worth families with comprehensive financial services.

You will deliver reporting, support client experience, and help push innovative tools and processes, working closely with a Family CFO and a collaborative team.

The role rewards analytical excellence, strong finance foundations, and a proactive, confidential approach to client service.

Qualifications

• 4+ years of experience in finance or wealth management.
• Bachelor’s degree with strong academic performance.
• Fluency in Excel, PowerPoint and Word; able to build analyses from scratch.

Responsibilities

• Maintain the full financial picture for each client across balance sheet, income statement, cash flow, tax and estate reporting.
• Prepare quarterly client reviews and ad hoc analyses to deliver faster, more precise insights.
• Support money movement and bill pay with a high-touch, discreet client service approach.

Skills

Excel

PowerPoint

Word

Client service

Education

Bachelor's degree

Job description

Santa Barbara Management, a fast-growing family office, is seeking a Family Office Associate in our New York office to serve ultra-high-net-worth families with comprehensive financial services.

You will deliver reporting, support client experience, and help push innovative tools and processes, working closely with a Family CFO and a collaborative team.

The role rewards analytical excellence, strong finance foundations, and a proactive, confidential approach to client service.