Family Office Finance and Operations Manager, H. G. Fenton Company, San Diego

H. G. Fenton Company is hiring a Family Office Finance and Operations Manager (FOM) to partner with the Director of Shareholder Affairs / Family Office CEO in delivering wealth transfer, accounting and financial management services to family and shareholders. Blends operations, shareholder relations, wealth-transfer execution and financial reporting; estate-planning or wealth-transfer experience preferred but not required.

The Family Office Finance and Operations Manager (FOM) serves as a key partner with the Director of Shareholder Affairs / Family Office CEO to ensure wealth transfer, accounting and financial management services are delivered to family and shareholders.

The office seeks collaborators and active listeners with relationship-building abilities, strong accounting/financial management backgrounds, and solid organizational skills. Estate planning or wealth transfer experience is preferred but not required.

Primary responsibilities: - Managing Family Office operations aligned with shareholder objectives - Overseeing budgets and coordinating support services - Administering shareholder relations and special projects (impact investing, philanthropy, heritage asset management) - Preparing materials for council, board, and shareholder meetings - Executing wealth protection, transfer, and tax services - Monitoring private banking relationships and providing financial reports and projections - Supporting year-end wealth transfer transactions

To apply, email Kaitlin Erickson (Recruiting Manager) at [email protected] or call 619-400-0154.