Managing Director, Family Office

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The Managing Director serves as a senior leader within the Family Office practice, responsible for strategic client leadership, operational excellence, and practice growth. This role partners closely with firm and practice leadership to scale client relationships, enhance service delivery, and drive long-term value for ultra-high-net-worth families and complex multi-entity family office structures.

• Serve as executive relationship lead for the firm’s most complex and high-value family office clients.

• Provide strategic guidance across wealth planning, liquidity, entity structuring, risk management, and financial operations.

• Act as a trusted advisor to principals, executives, and external advisors.

• Lead high-impact client engagements, complex financial decisions, and sensitive matters with discretion and strategic insight.

• Provide leadership oversight across family office service delivery, ensuring consistency, quality, and scalability.

• Drive operational strategy, staffing alignment, and performance metrics across client portfolios.

• Champion process improvement, technology enablement, and service innovation.

• Partner with firm leadership to scale the Family Office practice and evolve service offerings.

• level leadership and delivery teams.

• Drive performance, accountability, and succession planning across the practice.

• Foster a culture of excellence, collaboration, and continuous improvement.
  
  Identify and drive new business opportunities within existing client relationships and through external networks.

• Contribute to growth strategy, client expansion, pricing, and proposal development.

• Maintain a strong market presence and enhance Armanino’s brand within the Family Office and private client community.

• Build and strengthen relationships across tax, legal, investment, and advisory ecosystems.

• Bachelor’s degree in Accounting, Finance, or related field required.

• Minimum of 12 years of progressive experience in Family Office, Wealth Management, Business Management, or private client services.

• Minimum of 7 years of leadership experience overseeing client relationships, teams, and operational performance.

• Deep expertise in complex multi-entity structures, financial reporting, and family office operations.

• Strong executive presence and ability to advise sophisticated families and stakeholders.

• Demonstrated ability to lead growth, scale operations, and influence strategy.

• CPA, CFP, CMA, or equivalent professional designation.

• Experience with complex investment structures, trusts, estates, and alternative investments.

• Proven business development and practice growth experience.

• Experience working with institutional-level advisors and UHNW client environments.

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color,…