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Manager – Business Management, Family Office
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Responsibilities
- Generate and identify opportunities for new business
- Maintain active communication with clients
- Contribute to a strong client relationship
- Negotiate the purchase, financing, and monitoring of major assets
- Multi‑jurisdictional planning in accordance with SALT and International tax groups
- Ensure staffing & coverage needs are met
- Identify and act as co‑lead with Partner for client onboarding
- Manage & mentor with team
- Final review bonus payrolls to officers from loan out entities
- Manage planning and execution of multiple engagement(s)/client(s)
- Recognize income, gift, estate tax issues
- 9-14 years of experience in the business management or family office industry
- 6-9 years of experience in business management and/or family office & Bachelor’s Degree (Accounting, Business Administration, Economics or related field)
- Prior wealth management & estate planning experience
- Active CPA, EA, CFP or PFS preferred but not required
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