Family Office Senior Financial Executive

3 weeks ago


Miami, Florida, United States BLS ASSET MANAGEMENT CORP. Full time
Job Title: Family Office Senior Financial Executive

We are seeking a seasoned Family Office Senior Financial Executive to join our team at BLS Asset Management. The ideal candidate will have extensive experience in financial management, investment analysis, and risk management.

This role requires a strategic thinker who can develop and implement financial plans, manage complex financial situations, and provide exceptional support to family members and trustees. The successful candidate will also possess excellent communication and leadership skills, able to work effectively with family members, trustees, and other stakeholders.

Responsibilities:

  • Manage the preparation of annual tax returns and ensure compliance with regulatory requirements.
  • Oversee investments in public and private equities, real estate, and other assets.
  • Develop and implement financial strategies to optimize portfolio performance.
  • Lead a small team of financial professionals to support financial planning and analysis.

Compensation: This role offers a competitive salary range of $100,000 - $160,000 per annum, commensurate with experience.

Company Overview

BLS Asset Management specializes in investment management, real estate, public and private equity, and wealth management services. Our goal is to provide high-net-worth families with expert financial guidance and support to achieve their long-term objectives.



  • Miami, Florida, United States BLS ASSET MANAGEMENT CORP. Full time

    About the RoleBLS Asset Management Corp. is looking for a seasoned Chief Financial Officer to manage its family office. The right candidate will have expertise in financial planning, investments, public and private equities, and private foundations.A CPA with a master's degree is preferred, along with significant experience in real estate management,...


  • Miami, Florida, United States Del Monte Fresh Produce Company NA Inc Full time

    Financial Planning Position at Del Monte Fresh Produce Company NA IncOverview:We are seeking an experienced accounting professional to join our team as a Senior Financial Analyst. This role involves executing various financial tasks, including preparing and recording journal entries, developing variance analysis reports, and collaborating with business...


  • Miami, Florida, United States V & E Hospitality Group - Corporate Office Full time

    We are seeking an exceptional Executive Office Coordinator to provide administrative support to our Chief Executive Officer at the V & E Hospitality Group - Corporate Office.About the Role:The successful candidate will be responsible for managing day-to-day operations, streamlining communication, and ensuring the smooth execution of strategic initiatives....


  • Miami, Florida, United States BLS ASSET MANAGEMENT CORP. Full time

    Job Title: Chief Financial Officer - Family Wealth ManagementWe are looking for an experienced CFO to oversee the financial management of our clients' wealth. The ideal candidate will have a proven track record in managing complex financial situations, developing financial strategies, and implementing financial plans.This role requires a strategic thinker...


  • Miami, Florida, United States Sunrise Senior Living Full time

    Sunrise Senior Living is seeking a dedicated Business Office Coordinator to join our team. In this role, you will play a crucial part in ensuring the smooth operation of our community's business administration, human resources, and system-related business processes.Job OverviewWe provide quality care in an environment that feels like home, and our focus is...


  • Miami, Florida, United States United Way Miami Full time

    Job DescriptionWe are seeking a seasoned philanthropic leader to serve as our Chief Philanthropy Officer.This is an exciting opportunity to join a dynamic organization that makes a meaningful impact in the community.The ideal candidate will have a proven track record of success in fundraising, excellent communication and leadership skills, and the ability to...


  • Miami, Florida, United States Kimpton Hotels & Restaurants Full time

    About Us: At Kimpton Hotels & Restaurants, we believe in creating a unique and memorable experience for our guests. Our commitment to excellence extends beyond the hotel itself to our talented team members, who play a vital role in making every stay truly special. Join us as an Executive Office Manager and help shape the future of our organization! Job...


  • Miami, Florida, United States Avior Executive Search Full time

    Company OverviewAvior Executive Search is a leading recruitment agency specializing in high-end placements for top-tier financial institutions.Estimated Salary: $120,000 - $180,000 per annum.Job Description:We are seeking an experienced Senior Relationship Professional to join our team. As a key member of our client services division, you will be responsible...


  • Miami, Florida, United States Avior Executive Search Full time

    About Avior Executive SearchWe are a leading provider of executive search services, specialising in placing high-calibre professionals within the financial industry. Our team has extensive knowledge and experience in the field, allowing us to provide expert advice and guidance to our clients.Job OverviewThis is an exciting opportunity to join our team as a...


  • Miami, Florida, United States BLS ASSET MANAGEMENT CORP. Full time

    Job Description:Manage family businesses and prepare annual tax returnsOversee investments, public and private equities, and private foundationsLead a small financial planning and analysis teamBLS Asset Management Corp. requires a highly skilled CFO to oversee our diverse portfolio of financial interests. The ideal candidate will have a strong background in...


  • Miami, Florida, United States V & E Hospitality Group - Corporate Office Full time

    Job OverviewWe are seeking an exceptional individual to join our corporate office as an Executive Assistant to the CEO. In this critical role, you will play a vital part in supporting the CEO in managing daily operations, fostering effective communication, and driving strategic initiatives forward. As a trusted partner, you will provide administrative and...


  • Miami, Florida, United States Del Monte Fresh Produce Company NA Inc Full time

    Financial Planning and Analysis DirectorDel Monte Fresh Produce Company NA IncWe are seeking a highly skilled Financial Planning and Analysis Director to lead our financial planning and analysis team. The ideal candidate will have excellent financial analysis, modeling, forecasting, and reporting skills to ensure efficient financial...


  • Miami, Florida, United States Enterprise Recruiting Company Full time

    As a Senior Accountant/Office Manager at our client's company in Miami, you will play a crucial role in ensuring the smooth operation of the financial department. Your responsibilities will include managing day-to-day accounting operations, analyzing financial data, and developing and implementing systems to improve efficiency and accuracy.Key...


  • Miami, Florida, United States High Quality Distribution Llc Full time

    Job Title: Senior Financial Analyst**Company Overview:**High Quality Distribution Llc is a premier distributor in the USA, managing popular brands like Dummy Vapes and Cookies. Located in Miami, we focus exclusively on the U.S. market and are looking for a skilled Senior Financial Analyst to join our team on a daily, in-office basis.**Key...


  • Miami, Florida, United States IGFP Services LL Full time

    Job DescriptionWe are seeking a Senior Financial Administrator to join our team at IGFP Services LL. As a key member of our financial operations team, you will be responsible for overseeing financial activities, setting controls, and conducting internal audits.The estimated salary for this position is $118,000 per annum, based on industry standards and the...


  • Miami, Florida, United States Marriott Full time

    Job SummaryWe are seeking a seasoned Senior Sales and Marketing Executive to lead our Sales and Marketing Department for several properties within a market. The successful candidate will be responsible for achieving property revenue goals, team booking pace goals, guest and employee satisfaction, and the financial performance of the department in each...


  • Miami, Florida, United States Ascension Global Staffing & Executive Search Full time

    Job SummaryWe are seeking a skilled Financial Billing Specialist to join our team in the Revenue Management Department of our Miami office. The successful candidate will be responsible for the accurate and efficient preparation of bills and invoices for various Billing Attorneys.Salary:$60,000 - $80,000 per yearKey Responsibilities:Processes client bills...


  • Miami, Florida, United States CE Full time

    About the PositionWe are currently looking for a highly skilled Senior Accountant to join our team at CE. The successful candidate will be responsible for managing our company's financial operations, including accounts receivable, accounts payable, and payroll processing.Key ResponsibilitiesMaintaining accurate and up-to-date financial recordsPreparing...


  • Miami, Florida, United States BLS ASSET MANAGEMENT CORP. Full time

    Job TitleWe are seeking an experienced Chief Financial Officer to lead our family office, overseeing financial planning, management of investments, public and private equities, and private foundations.The ideal candidate will be a certified public accountant (CPA) with a master's degree preferred but not required. Experience in real estate management,...


  • Miami, Florida, United States Avior Executive Search Full time

    About the PositionWe are seeking an experienced relationship development manager to join our team at Avior Executive Search. The successful candidate will have a proven track record of building and maintaining strong relationships with senior management and investment advisors, as well as providing expert wealth structuring advice and comprehensive...