Family Office Associate

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.

Santa Barbara Management is growing quickly and the families we serve are among the most sophisticated in the country. We believe the best family office work looks nothing like the industry standard and we actively seek out innovative approaches to client service, ones that give our clients and our team deeper visibility into the decisions that shape their financial lives and push the boundaries of what a family office can deliver.

At SBM, the Family Office Associate is a core member of a close-knit client delivery pod, working directly with a Family CFO to serve a select group of ultra-high-net-worth families across their full financial landscape. This role is based in our New York office and for the right person, it is an opportunity to develop deep expertise across the full spectrum of family office functions, work closely with sophisticated clients and advisors, and help shape what our firm becomes.

• Maintain the full financial picture for each client across balance sheet, income statement, cash flow, tax compliance and strategy, trust and estate reporting
• Prepare quarterly client reviews, ensuring accuracy and consistency across all data
• Perform ad hoc analysis and reporting on behalf of clients and internal teams, leveraging the best available tools to deliver faster and more precise insights

• Tackle bespoke projects for clients including financial analysis, personal administration, and research
• Support money movement and bill pay with a focus on high-touch, seamless execution
• Drive client satisfaction through excellent service, prompt follow-up, and proactive problem solving, operating at all times with the utmost discretion and a rigorous focus on client confidentiality

• Develop a strong working knowledge of taxes, portfolio construction, asset classes, investment products, and macroeconomics
• Cultivate a foundational understanding of trust and estate planning principles, including gifting, promissory notes, and trust and will development
• Stay ahead of how technology and AI are reshaping wealth management and actively contribute to how we adopt new tools, improve our workflows, and do work that actually moves the needle for our clients. You want to both build and advise, not just one or the other.

You are a top performer in finance and looking for something different. Whether you have spent your career in wealth management, investment banking, consulting, or…