3,768 family office jobs at 1,650 companies in United States
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Family Office Consultant
New York City or Miami or San Francisco
$209k-$328k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
10+ YOE10+ years advising ultra-high-net-worth families or family enterprises on family office formation, governance, succession, and organizational design; strong facilitation, consulting, and relationship management skills.
Anchin: Provides accounting, tax, and business advisory services to clients.
12+ YOERequires 12+ years in accounting/advisory or family office services, bachelor’s degree, CPA/EA or law credential, experience with family office accounting, GAAP, partnership/fund structures, business development and team leadership.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
10+ YOE10+ years advising ultra-high-net-worth families on family office formation, governance, succession, and organizational design; strong facilitation, consulting, and relationship management skills.
2+ YOEBachelor's in business/finance/accounting,2+ years in accounting/investment/family office/financial services,proficiency with Microsoft Office,attention to detail,ability to handle confidential information.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Norm Reeves: Retailer of new and used vehicles and automotive services.
5+ YOEFive or more years of hands-on accounting experience; family office, private wealth, trust, or multi-entity accounting preferred. Bachelor's degree preferred, with strong reconciliation, reporting, tax support, Excel, and SharePoint skills.
Norm Reeves Subaru-Rockwall: Automotive dealership selling and servicing new and used Subaru vehicles.
5+ YOEFive or more years of hands-on accounting experience; family office or multi-entity accounting preferred. Bachelor's degree in accounting, finance, or related field preferred. Requires Excel proficiency and strong reconciliation, reporting, organization, and communication skills.
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
7+ YOERequires 7+ years in family office, accounting, legal, banking, wealth management, or similar client service; complex project coordination, financial operations, communication, discretion, and strong organization.
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
Bachelor's degree, strong client service and analytical skills, proficiency in Microsoft Office/Excel, interest in wealth management; 2+ years industry experience preferred.
Cambridge Associates: Provides investment management and consulting services to institutional clients.
10+ YOEBachelor's required; advanced degree (JD, MBA, CPA, CFP) preferred. 10+ years in family office or private wealth management with expertise in family office design, governance, legacy planning, and team leadership.
Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - San Francisco
San Francisco, California, United States
$85k-$270k/yrOnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
7+ YOEBachelor’s degree in finance, accounting, or related field plus an advanced degree or credential; 7+ years in financial planning, tax, consulting, or related work with significant family office exposure.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
3+ YOEBachelor's in Accounting/Economics/Finance required; CPA and Master's preferred. 3-5 years related experience, QuickBooks and Microsoft Office expertise, strong attention to detail and communication skills.
Bisbee Honda of Danville: Automotive dealership providing new and used Honda vehicles.
3+ YOERequires high school diploma or GED, 3+ years of bookkeeping or accounting experience, strong QuickBooks proficiency, computer skills, discretion, organization, and communication; accounting or finance degree preferred.
Family Office Practice Leader - National Private Risk Management
United States
RemoteFull Time
The Baldwin GroupNASDAQ: BWIN: Independent distributor of commercial and personal insurance and risk management.
10+ YOEEnterprise-level expertise in family office risk management, 10+ years experience advising UHNW families and family offices, bachelor\u0002s degree required, advanced degree preferred, industry designations strongly preferred.
Turnberry: Develops and operates luxury real estate and hospitality assets.
5+ YOEBachelor's in accounting/finance required; CPA preferred. 5+ years progressive accounting experience with multi-entity, trust, partnership, or private investment accounting. Advanced Excel and accounting systems proficiency; Yardi preferred; strong confidentiality and judgment.
Fractional Director of Family Office (Advisor Network)
United States
$200-$400/hrRemoteContract
Altbanq: Provides small business financing and payment processing solutions.
7+ YOE7+ years family office experience, deep alternatives industry and regulatory knowledge, strong written/verbal communication, analytical and data-driven decision skills.
Parkside Financial Bank & Trust: Provider of commercial banking, trust, and family office services.
3+ YOEHigh school diploma or equivalent and at least 3 years of administrative experience required; wealth management experience preferred. Requires organization, multitasking, office technology proficiency, and notary status.
Asset & Wealth Management, Private Family Office, Family Office Advisor, Vice President - Deerfield
Deerfield, Illinois, United States
OnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
7+ YOEBachelor’s degree in finance, accounting, or related field; advanced degree or credential required; 7+ years in financial planning, tax, consulting, or related work; expertise in complex tax, estate, investment, and wealth planning.
LazardNYSE: LAZ: Global financial advisory and asset management firm.
Experience with Microsoft Office (advanced VBA), API integrations, strong quantitative and analytical skills, attention to detail, and ability to manage investor onboarding, reconciliation, and performance reporting.
New Alternatives for Children: Providing integrated health and social services for medically complex children.
1+ YOEHigh school diploma, 1+ year reception or office experience, mailroom/inventory skills, computer literate, experience working with children (preferably with disabilities), ability to lift up to 20 lbs, available late afternoons/evenings and some Saturdays.