Managing Director, Family Office

Armanino

Multiple Locations, , US
Base: $168,000 - $239,200 depending on location; b...
Family office client leadership
Wealth planning and liquidity management
Operational strategy and performance metrics
The Managing Director serves as a senior leader within the Family Office practice, responsible for strategic client leadership, operational excellence, and practice growth

Job Summary

  • The Managing Director serves as a senior leader within the Family Office practice, responsible for strategic client leadership, operational excellence, and practice growth.
  • Armanino offers a unique work environment where your passions, work, and family & friends can overlap, supporting your career growth with a strong professional network.
  • Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, and the company provides a robust benefits package including medical, dental, vision, generous PTO, flexible work arrangements, 401K with profit sharing, wellness programs, and parental leave.

Matching Summary

The Managing Director serves as a senior leader within the Family Office practice, responsible for strategic client leadership, operational excellence, and practice growth.

Salary

Base: $168,000 - $239,200 depending on location; Bonus/Equity: Discretionary long-term financial incentive plan available; Benefits: Medical, dental, vision, PTO, 401K with profit sharing, wellness program, parental leave, paid holidays

Skills & Requirements

Must-have

  • Family Office client leadership
  • Wealth planning and liquidity management
  • Operational strategy and performance metrics
  • Complex multi-entity structures expertise
  • Client relationship management
  • Practice growth and business development

Nice-to-have

  • Process improvement and technology enablement
  • Collaboration and continuous improvement culture
  • Experience with UHNW client environments
  • Trusted advisor to executives and principals
  • Strong executive presence

Key Requirements

  • Bachelor’s degree in Accounting, Finance, or related field
  • Minimum 12 years progressive Family Office or Wealth Management experience
  • Minimum 7 years leadership experience
  • CPA, CFP, CMA or equivalent professional designation preferred
  • Experience with complex investment structures and trusts
  • Proven business development experience

Work Rights

Not specified

Tailored Resume

Cover Letter