- Robert Half Finance & Accounting (San Francisco, CA)
- …Associate Location: San Francisco, CA (Montgomery BART) Industry: Wealth Management / Multi- Family Office Compensation: $100,000-$115,000 base (stretch ... + Bachelor's degree + 6-8+ years of experience in client-facing roles within wealth management , family office , or related industries + Strong… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …as needed Requirements Requirements: + Proven experience in client service, wealth management , or family office environments + Strong communication and ... with Robert Half is partnering with a boutique, San Francisco-based multi- family office that provides tailored financial solutions to ultra-high-net-worth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Service Location: 100% Remote (Optional hybrid from San Francisco office ) Industry: Wealth Management / Family Office Compensation: $90,000-$110,000 ... family offices, integrating wealth strategy, portfolio management , financial operations, and family office...connect! Requirements Qualifications + 3-5+ years of experience in wealth management , family office… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management , and family office services. You'll join a ... low-turnover, collaborative team that values your growth, offers full remote flexibility, excellent benefits, and the chance to work with some of the world's most sophisticated clients. Responsibilities: + Own the full client experience, from onboarding to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management , and family office services. You'll join a ... collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world's most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding,… more
- Robert Half Finance & Accounting (Mount Kisco, NY)
- …experience in accounting or auditing, preferably within public accounting. * Familiarity with wealth management , family office operations, or ... We are looking for an experienced Controller to join a dynamic wealth management firm. This position offers an exciting opportunity to oversee the accounting… more
- University of Miami (FL)
- …expressing detailed teaching interest will not be reviewed. Areas of Immediate Need: Trust Administration/ Wealth Management Family Office Management ... subject matter experts in a variety of areas, including trust administration, family office management , healthcare law and compliance, cyber law and… more
- KeyBank (New York, NY)
- …a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated...services and ensures the client receives an industry leading family office experience. While serving UHNW clients,… more
- KeyBank (Chicago, IL)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue ... gen * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for...Leads the internal team and works closely with the Family Office Director to implement the client… more
- Robert Half Finance & Accounting (Boca Raton, FL)
- Description About the Firm We are a privately held wealth management , accounting, and family office services firm. Founded in 2005 as a virtual-first ... management , tax, and CPA services. Our Boca Raton office serves as a client-facing hub, supporting our mission...supporting our mission to deliver tailored financial strategies and family office solutions. The Opportunity We are… more