Senior Family Office Manager
3 days ago
International Search Consultants has been retained by a prominent global investment firm to find a highly skilled professional to join their New York office as a Director, Family Offices Services. The successful candidate will be responsible for providing strategic oversight to a select portfolio of Ultra-High Net Worth (UHNW) clients. This is an exceptional opportunity to work with complex portfolios and directly interact with UHNW individuals, families, and endowments.
About the Role:
As a key member of the Family Office Services team, you will be responsible for reviewing all new trusts, performing annual trust audits, and ensuring compliance with regulatory requirements. You will also manage and administer philanthropic giving for clients, oversee property management domestic and abroad, and provide strategic review of all money movements such as bill pay, payroll, and distributions. Additionally, you will serve as the main point of contact for auditing agencies and advocate for the Family Office Services team as the face of the department.
Requirements:
The ideal candidate will have a Bachelor's Degree in Accounting or Finance, 10 years of experience providing UHNW client support, and CTFA or CPA certification. Experience with partnerships and LLCs, trusts/estates, and tax preparation is required. Strong communication skills and the ability to interface with key Executive Leadership and Client Advisors are essential. The estimated salary for this role is $120,000 - $180,000 per year, depending on experience.
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