Family Office Associate

At Santa Barbara Management (SBM), we are shaping the wealth of those who shape our world. Companies and investment firms built today are scaling faster than at any time in history, and so is the wealth of the builders leading those organizations. We’re investing in that future and building the family office solution to serve those leaders.

SBM is a family office designed to enable exceptional builders and their families to thrive. Our all-in-one solution combines investments, tax compliance and strategy, trust and estates administration, financial administration and strategic finance under one roof and one team.

Founded in 2024 by a small group of successful business builders who sought to reimagine the ideal family office experience for themselves, SBM now powers the family office operations of some of the leading founders and investors of our time.

We are looking for a motivated, entrepreneurial professional to join our small, dynamic team as a Family Office Associate, working out of our offices in Chicago.

The Family Office Associate supports a small number of families as we work together to deliver high touch support and solutions for all aspects of client relationships, including wealth strategy, investments, and financial administration.

We are a small team that moves quickly. This role requires a strong worth ethic, a proactive mindset, a comfort with ambiguity, and a drive to tackle challenges head-on. You will play a crucial part in shaping our client relationships, ensuring high quality reporting, and assisting in the delivery of our services. The ideal candidate is passionate about making an impact, is curious and interested in finance, and is eager to contribute to a team that values initiative and forward-thinking solutions.

• Maintain holistic client reporting, including full balance sheet, income statement, cash flow, and tax, 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.
• Tackle bespoke projects on behalf of our clients, including analysis and reporting, personal financial administration needs, and research on how best to support their goals.
• Develop a strong understanding of taxes, portfolio construction, asset classes, investment products, macroeconomics, and professional communication.
• Cultivate a foundational understanding of trust and estate planning principles and structures. Assist with estate planning strategies such as gifting, promissory notes, trust and will development and implementation, etc.
• Support money movement and bill pay tasks for assigned clients with a focus on high-touch, seamless service.
• Drive high client satisfaction through excellent client service, exceptional communication, prompt follow-up on client issues and proactive problem solving.
• Ensure delivery of all services in an accurate, complete and timely manner with a hands-on approach.
• Operate with the utmost care and discretion, with a rigorous focus on client confidentiality, clear communication, and data integrity.

• 2+ years of finance or wealth management experience
• Exceptional organizational skills, attention to detail
• Excellent written and verbal communication skills
• Strong analytical and critical thinking skills
• Ability to anticipate issues and prioritize multiple projects
• Passionate about finance and client service
• Ability to work in a fast paced, high-volume, high-pressure environment
• Strong Excel, PowerPoint, and Word skills are a requirement
• “No task is too small” mentality
• Bachelor’s degree with strong academic performance

We offer a competitive compensation package, including a comprehensive benefits package for all full time employees. Our benefits include medical, dental and vision coverage as well as a 401(k) retirement plan, paid parental leave for all parents, generous unlimited paid vacation, and flexible hours.

Santa Barbara Management is a performance oriented firm that values promoting from within, career advancement and transparency.

Santa Barbara Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or any other legally protected status. All qualified applicants will receive consideration for employment without regard to any of the above characteristics.

Santa Barbara Management is enrolled in E-Verify to confirm the identity and employment eligibility of all new employees.