Wealth Finance Ops Manager – Bonus Eligible

Trove FS, LLC; Stamford (CT); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Discretionary bonus targets

Generous retirement plan company match

Medical and dental benefit options and

Specialized educational courses andSem

Company events

Community service events

Résumé du poste

Trove is a leading multi-family office based in Stamford, CT, seeking a Financial Operations Manager to oversee client accounting, reporting, and operational efficiency.

You will manage accounting functions, ensure regulatory compliance, and lead a team of professionals using Sage Intacct, NetSuite, or Addepar to enhance reporting accuracy and controls.

This role offers discretionary bonus targets and a comprehensive benefits package reflecting Trove's commitment to excellence and client service.

Qualifications

• 6+ years of experience in financial operations, accounting, or wealth management.
• Strong experience in investment reporting, financial controls, and regulatory compliance.
• Experience with financial systems such as Sage Intacct, NetSuite, or Addepar.

Responsabilités

• Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance.
• Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation.
• Implement financial controls and risk management protocols to safeguard client assets.
• Collaborate with external tax advisors to support tax planning and compliance efforts.
• Ensure adherence to regulatory requirements, including trust and estate planning considerations.
• Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks.
• Drive process improvements to enhance financial reporting accuracy, automation, and efficiency.
• Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity.
• Identify opportunities for process automation and scalability while maintaining strong financial controls.
• Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning.
• Oversee workload distribution, ensuring timely execution of deliverables within budget.
• Establish high-performance standards and ensure compliance with best practices.
• Promote a culture of innovation, accountability, and service excellence.

Connaissances

Financial operations

Investment reporting

Regulatory compliance

Process improvement

Team leadership

Client communication

Outils

Sage Intacct

NetSuite

Addepar

Description du poste

Trove is a leading multi-family office based in Stamford, CT, seeking a Financial Operations Manager to oversee client accounting, reporting, and operational efficiency.

You will manage accounting functions, ensure regulatory compliance, and lead a team of professionals using Sage Intacct, NetSuite, or Addepar to enhance reporting accuracy and controls.

This role offers discretionary bonus targets and a comprehensive benefits package reflecting Trove's commitment to excellence and client service.