beBeeFamilyOffice Jobs in United States

Family Office Operations Role · This position involves overseeing household operations, financial management, and administrative tasks to support a family's daily life. · ...

Executive Leadership Opportunity · We are seeking a Managing Director to join our team. This role will serve as a co-leader for the Family Office, providing strategic tax, trust and estate planning. · ...

Family Office Leader Position · The Family Office Initiative is seeking a seasoned executive to spearhead its programming within the academic community. · As the inaugural leader of this role, you will be responsible for laying the groundwork for all future endeavors and ensuring ...

Financial Strategist Opportunity · We seek an accomplished Family Office Advisor to deliver comprehensive financial planning and advisory services. · Build lasting relationships with high net worth individuals. · ...

Family Office Manager Job Description · The ideal candidate will be responsible for maintaining personal family calendars ensuring seamless scheduling that factors in travel meetings appointments errands events. Additionally this person must have exceptional organizational time m ...

Job Description · The client is seeking an experienced professional for the role of Family Office Operations and Investment Manager. · ...

About the Role · We are seeking a highly organized, proactive and detail-oriented Family Office Manager to oversee and manage the personal and professional affairs of our executive. · This role is a unique blend of Family Manager, Executive Assistant and Personal Assistant respon ...

Career Opportunities in Wealth Management · Achieve your potential as a skilled Financial Planner by joining our leading team of experts. We're seeking exceptional candidates for a key role in wealth management. · Client Relationships: Manage the needs of ultra-high net worth fam ...

Senior Strategic Leader Sought · A seasoned professional with expertise in structuring and transactional strategy is required. · Prior experience working in a public accounting firm or handling family tax planning at a law firm is preferred. · ...

Role Overview · As a member of our team, you will contribute to delivering exceptional advisory services tailored to meet the diverse needs of ultra-high net worth clients. · You will develop close relationships with key stakeholders and provide strategic advice on their wealth m ...

About this Role: · We need an experienced Family Office Manager who can oversee client relationships through comprehensive accounting services. Key tasks include handling Journals Entries, ensuring timely reviews for bill payments & resolving discrepancies in statements with pro ...

Job Overview: · We are seeking a highly skilled professional to manage our family office. · Key Responsibilities: · Main Duties: · We will onboard new clients and set up financial reporting processes, including the creation of chart accounts. · This role involves providing core ...

Responsibilities: · < li Coordinate the efficient use of domestic staff managing their schedules maintaining effective communication among them setting clear expectations establishing work priorities delivering results as expected in accordance with organizational goals objectiv ...

Family Office Services · A senior wealth strategist role in our private client services team requires developing innovative and tailored wealth planning strategies to meet the complex needs of high-net-worth individuals and families. · We are seeking a strategic thinker to design ...

Taking charge of a newly established family office and working primarily in a remote capacity. · ...

Wealth Planning Specialist Role Overview · High-net-worth individuals rely on our wealth planning expertise to navigate complex financial needs. · Gather client information for comprehensive wealth plansUtilize eMoney, Addepar software for detailed models of their portfolios.Main ...

Financial Planning Opportunity · The Private Family Office provides financial guidance and comprehensive services to address the complexities of high net worth individuals and their families. · We seek an experienced professional with extensive experience in family offices provid ...

Private Wealth Strategist Role · In this key position within our Family Office practice you will provide clients with exceptional service by crafting bespoke wealth management plans that deliver results-driven outcomes across multiple generations. Your expertise will be focused o ...