Manager, Family Office Services, Baltimore

Selby Jennings is searching for a Manager, Family Office Services for a growing Baltimore multi-family office to manage day-to-day UHNW client relationships — bill pay, cash management, personal financial statements/net-worth/cash-flow, advisor coordination, trust/estate/philanthropy support, household payroll/expenses, and mentoring juniors. Requires 5+ years in FO / private client / wealth / trust / public accounting; CPA, CFP, CFA or similar preferred. Hybrid.

Search for a Manager, Family Office Services with a growing multi-family office in Baltimore, Maryland. Target profiles: family office services, private client advisory, trust services, wealth management or public accounting professionals who enjoy acting as a trusted adviser to sophisticated clients.

• Manage day-to-day relationships with high-net-worth clients and their families
• Oversee bill pay, cash management, budgeting, and banking activities
• Prepare and review personal financial statements, net-worth reports, and cash-flow analyses
• Coordinate with tax, legal, insurance, investment, and estate-planning advisors
• Organize financial records and documentation for tax compliance and reporting
• Assist with trust, estate, philanthropic, and wealth-transfer planning initiatives
• Monitor and track multiple projects and deadlines across complex family structures