Santa Barbara Management Jobs in United States

SBM is shaping the wealth of those who shape our world by providing family office solutions to exceptional builders and their families. · ...

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. · 2+ years of finance or wealth management experience Exceptional organizational skills attention to detail Excellent w ...

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. · SBM powers the family office operations of some of the leading fo ...

We are eager to hire an exceptional Talent Acquisition Associate to own the talent function at SBM end-to-end: from innovative sourcing strategy to building our talent tech stack, · 3+ years of full-cycle recruiting experience with a proven track record of high-quality hires · De ...

We are shaping the wealth of those who shape our world. We're investing in that future and building the family office solution to serve those leaders. · Maintain holistic client reporting, including full balance sheet, income statement, cash flow, and tax, trust and estate report ...

We are seeking an exceptional Trust & Estates Attorney with experience in ultra high net worth ($100M+) planning to serve as an in-house expert and trusted advisor on trust and estate matters. · ...

We are looking for a motivated, organized professional to join our small, dynamic team in our Chicago office as a Staff Accountant. · The Staff Accountant will support the accounting and tax functions of our family office, · assisting with the preparation of financial statements, ...

We are looking for a motivated, organized professional to join our small, dynamic team in our Chicago office as a Staff Accountant. · ...

The Associate on our Tax Compliance and Strategy team offers an excellent opportunity to develop expertise in sophisticated tax planning and compliance for ultra-high-net-worth individuals, families, and their related entities. · 2+ years of relevant experience · Bachelor's degre ...

Key Responsibilities · Maintain client reporting including balance sheet income statement cash flow and tax trust and estate reporting. · Perform ad hoc analysis and reporting on behalf of clients and internal teams. · Tackle bespoke projects such as analysis personal financial a ...

We are seeking an exceptional CFO to lead financial operations and client delivery functions for a group of Santa Barbara Management clients. · This is a high-impact leadership role for someone who thrives in a fast-paced, client-centric environment Owning the delivery of compreh ...