Family CFO

Companies and investment firms built today are scaling faster than at any time in history, but the founders and investors building the defining businesses of our era face a paradox: the more value they create, the faster the demands and complexity of their own financial lives compound. Santa Barbara Management was founded by a small group of accomplished business builders and investors who lived this problem first-hand and decided to solve it.

To make this vision a reality, we have reimagined the family office experience from first principles, relentlessly questioning industry norms.

At Santa Barbara Management, we engineer wealth for exceptional builders and their families. Our innovative model has been painstakingly designed to deliver a fully-integrated, client-aligned solution that combines investments, tax, trusts and estates, financial operations, and strategic finance under one roof, within one team. We have built our firm to be the trusted advisory platform we wish we had as we navigated some of the most complex and consequential financial decisions of our lives.

Today, we serve some of the most accomplished founders and investors of our time – and we’re just getting started.

At Santa Barbara Management, the Family CFO serves as the primary financial thought partner to a select group of families. Acting as a key strategic advisor, you will help them navigate the full spectrum of financial complexity that they face: investments, liquidity planning, tax, trust and estate, and the hundreds of financial decisions – large and small – that enable our clients to thrive.

This is a high-impact leadership role for someone who thrives in a fast-paced, client-first environment and has the expertise to build and scale world class financial operations for ultra-high-net-worth families.

We are seeking an exceptional Family CFO, based in our historic Chicago office. In this unique role, you will lead delivery of SBM’s innovative family office solutions to a group of Chicago-based families. The Family CFO is, at its core, a strategic advisory role. As a result, the role demands a rare combination of technical depth across the full spectrum of family office services;

the ability to develop durable, trusted relationships with the incredibly accomplished families we serve; and the operational range required to build and lead a high-performing team capable of executing at the highest level.

• Serve as the primary financial thought partner to a select group of clients – the person they trust to understand their family’s full financial landscape and give them clear, highly-aligned, and sophisticated guidance
• Lead client conversations on complex financial matters including tax strategy, liquidity planning, cash management, trust and estate, and asset allocation
• Partner with SBM’s tax, trust and estate, investing, and strategic finance teams to fluently deliver the full capabilities of our platform

• Own end-to-end delivery of core financial operations for a select group of SBM clients, including financial reporting, tax and accounting, cash management, bill pay, and more
• Serve as a relentless optimizer of client balance sheets, eliminating tax drag, rationalizing cash deployment, and surfacing creative structuring opportunities that others would miss
• Maintain an exceptional standard of accuracy and expediency across all client deliverables
• Recruit, develop, and lead a cross-functional team of accountants and client service professionals capable of delivering an unparalleled family office experience to SBM clients

• Design and implement process improvements that raise the quality and efficiency of service delivery, applying them within your team, and sharing them across the organization
• Embody a “no task is too small” mindset in pursuit delivering unparalleled results for the families we serve, capable of managing complex projects and contributing individually
• Collaborate cross-functionally across SBM’s team to ensure every dimension of a client’s financial life is optimized