Wealth Manager

Cyperus Group LLC; Boston (MA); In loco; USD 125.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Vision insurance

401(k)

Paid parental leave

Child care support

Disability insurance

Student loan assistance

Tuition assistance

Descrizione del lavoro

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).

Competenze

• 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.

Mansioni

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

Conoscenze

Client relationship management

Financial reporting

Cash management

Team management

Tax and estate planning

Formazione

Bachelor’s in Accounting or related field

CPA

Descrizione del lavoro

This range is provided by Cyperus Group LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

Additional compensation types

Annual Bonus

Position: Wealth Manager

Overview: Lead day-to-day relationships for high- and ultra-high-net-worth families, delivering full-service Personal CFO and family office accounting support.

Responsibilities

• Primary client contact and coordinator with CPAs, attorneys, and wealth advisors
• Oversee financial reporting, cash management, bill pay, payroll, and investment tracking
• Prepare client analysis supporting tax, estate, and charitable planning
• Manage and develop client service staff (1–2+ years people management required)
• Ensure accuracy, controls, and timely delivery across all client work

Requirements

• Bachelor’s in Accounting (preferred) or related field
• CPA preferred – but not a must
• Some management experience is necessary
• 5+ years supporting HNW/UHNW individuals or families
• Experience with trusts, estates, foundations, and complex entities

Why this opportunity stands out

• Senior, client-facing leadership role
• Direct exposure to sophisticated UHNW families
• Long-term growth within a Personal CFO / Family Office platform

For immediate consideration, email your resume with "Family Office Manager" in the subject line to [e-mail]

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Management, Finance, and Accounting/Auditing

Industries

Investment Management and Individual and Family Services

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid paternity leave
• Paid maternity leave
• Child care support
• Disability insurance
• Student loan assistance
• Tuition assistance