UHNW Family Office Services Manager (Hybrid)

And Simple ApS; Baltimore (MD); Hybrid; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Selby Jennings is seeking a Manager, Family Office Services in Baltimore to oversee day‑to‑day UHNW client relationships, including bill pay, cash management, and financial reporting. The role involves coordinating with tax, legal, and estate-planning advisors within a growing multi‑family office.

The ideal candidate will have 5+ years in FO/private client/wealth/trust or public accounting with CPA/CFP/CFA preferred. Hybrid work arrangement.

Qualifikationen

• 5+ years in family office/private client/wealth/trust/public accounting.
• Experience coordinating with tax, legal, insurance and estate-planning advisors.
• Hybrid work arrangement.

Aufgaben

• Manage day-to-day relationships with high-net-worth clients and their families.
• Oversee bill pay, cash management, budgeting, and banking activities.
• Prepare and review personal financial statements, net-worth reports, and cash-flow analyses.
• Coordinate with tax, legal, and investment advisors.
• Organize financial records for tax compliance and reporting.
• Assist with trust, estate, philanthropy, and wealth-transfer planning initiatives.

Kenntnisse

Relationship management

Financial advisory

Ausbildung

CPA

CFP

CFA

Jobbeschreibung

Selby Jennings is searching for a Manager, Family Office Services for a growing Baltimore multi-family office to manage day-to-day UHNW client relationships — bill pay, cash management, personal financial statements/net-worth/cash-flow, advisor coordination, trust/estate/philanthropy support, household payroll/expenses, and mentoring juniors. Requires 5+ years in FO / private client / wealth / trust / public accounting; CPA, CFP, CFA or similar preferred. Hybrid.

About the job

Search for a Manager, Family Office Services with a growing multi-family office in Baltimore, Maryland. Target profiles: family office services, private client advisory, trust services, wealth management or public accounting professionals who enjoy acting as a trusted adviser to sophisticated clients.

Responsibilities:- Manage day-to-day relationships with high-net-worth clients and their families- Oversee bill pay, cash management, budgeting, and banking activities- Prepare and review personal financial statements, net-worth reports, and cash-flow analyses- Coordinate with tax, legal, insurance, investment, and estate-planning advisors- Organize financial records and documentation for tax compliance and reporting- Assist with trust, estate, philanthropic, and wealth-transfer planning initiatives- Monitor and track multiple projects and deadlines across complex family structures- Review household payroll, personal expenses, and family-office accounting activities- Support real-estate transactions, refinancing, and other special projects- Identify opportunities to improve client-service processes and operational efficiencies- Mentor junior team members and assist with client onboarding

Qualifications: Bachelor’s in Accounting, Finance, Business or related field; 5+ years in family office, private client services, wealth management, public accounting, trust administration or related; strong grasp of personal financial statements, cash-flow management and FO operations; experience coordinating tax/legal/investment professionals; exceptional client service; strong organisation; advanced Excel and financial reporting systems; CPA, CFP, CFA or similar preferred. Hybrid. Apply via the eFinancialCareers listing.