Financial Leadership Professional
2 weeks ago
This role offers a unique opportunity to grow and develop your skills in a dynamic and supportive environment.
Job OverviewWe are seeking an experienced professional to manage complex client relationships, provide exceptional service, and ensure the successful execution of financial strategies.
Key Responsibilities- Solve complex family office problems with strict confidentiality
- Participate in brainstorming sessions on client strategies
- Manage detailed execution of tax, estate, investment, entity, etc. strategies
- Support Accounting Analysts in client bill payment requests
- Facilitate and/or assist in client meeting preparation and follow-up
- Perform cash flow and financial planning analyses
- Communicate with clients in a professional, clear and concise manner
- Relevant experience in the financial or adjacent industry
- Degree from a top-tier university
- High attention to detail and organizational acumen
- Polished presence and ability to communicate clearly
- Ability to manage a significant workload and prioritize tasks
- Curiosity and willingness to learn something new
$87,500 - $137,000 per year
About Our CompanyWe value our clients' stories and work diligently to build structures, tools, and support for their evolving financial universes. With over a decade of experience serving families across the country, we possess the knowledge, experience, and skills vital to creating and managing complex family offices.
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