Family Office Operations Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Provide ongoing Family Office Management in collaboration with a fellow Operations Manager.

• Transform approved financial strategies, client decisions, and advisory suggestions into actionable projects with clear ownership, timelines, and deliverables.

• Oversee multiple initiatives spanning tax, investments, insurance, estate planning, business structuring, lending, and other financial matters.

• Anticipate interdependencies, identify potential conflicts, and ensure that activities are executed in the correct order.

• Act as the primary coordination point for incoming client requests, inquiries, and service requirements.

• Assess and route issues that need strategic insight, specialized knowledge, or administrative execution.

• Maintain accountability for client commitments, engage in proactive communication, and ensure timely resolutions.

• Cultivate trusted, long-term relationships with clients through sound judgment, discretion, and thorough follow-through.

• Coordinate with internal teams, affiliated companies, attorneys, CPAs, investment advisors, insurance professionals, lenders, and external specialists.

• Manage the execution of complex financial transactions and multidisciplinary planning strategies.

• Ensure that service providers have the required information, comprehend their responsibilities, and adhere to deadlines.

• Oversee the fulfillment of Family Office Services engagements.

• Collaborate with the Principal Advisor to convert approved recommendations into actionable implementation plans.

• Organize information gathering, monitor implementation status, identify outstanding decisions, and facilitate professional follow-up.

• Escalate issues that require professional advice or licensed expertise.

• Take ownership of implementation without independently providing specialized tax, legal, investment, or insurance advice.

• Maintain oversight of client projects, commitments, deliverables, and communications within the firm's management systems.

• Review work products for completeness, accuracy, consistency, and readiness for review or delivery to clients.

• Utilize firm-provided AI agents, research tools, and workflow automation.

• Validate AI-generated information while safeguarding client confidentiality.

• Develop scalable procedures and enhance the Family Office Management function.

⛳️ Requirements

• 4–6 years of experience in family office services, private banking, private wealth management, private-client legal services, tax advisory, or related fields.

• Proven experience with high-net-worth or ultra-high-net-worth clients, executives, business owners, or complex family enterprises.

• Strong comprehension of tax planning, business entities, estate planning, investments, insurance, and the professional responsibilities associated with each discipline.

• Experience managing multidisciplinary projects involving attorneys, accountants, financial advisors, and other service providers.

• Significant experience in either private banking and wealth management, or tax and estate planning, is particularly desirable.

• Demonstrated proficiency with AI-powered tools or a strong ability to quickly learn new technologies and unfamiliar subjects is highly desirable.

• A CFP®, CPA, JD, EA, CPWA, or similar professional credential is strongly preferred; equivalent experience and proven technical competence will be considered.

• Exceptional organizational skills, a sense of ownership, and meticulous attention to detail.

• Intellectual curiosity and the ability to understand complex financial and legal concepts without practicing in each area.

• Strong judgment, executive presence, and confidence in engaging with sophisticated clients and advisors.

• Proactive communication, discretion, accountability, and the ability to prioritize independently.

• Adaptability, resourcefulness, and a willingness to collaborate with evolving AI-enabled resources.

🏝️ Benefits

• Paid holidays.

• Unlimited vacation.

• Sick time.

• Work from home opportunities.

• Medical, dental, and vision insurance.

• 401(k) plan with a matching contribution.