Family Office Operations Manager at Total Wine & More

Full job description

Total Wine & More is seeking an Manager, Family Office Operations to join our Finance & Accounting team in our Bethesda, MD office. This role will play a key role in ensuring that day-to-day operations of the family’s personal finances and assets run smoothly. The ideal candidate will bring strong organizational and interpersonal skills, a deep understanding of financial processes, and the ability to manage multiple stakeholders while maintaining confidentiality and professionalism. You will report to the Director, Family Office.

You will

• Manage and monitor the family office financial functions, including budgeting, cash management, AP processes, and basic accounting.
• Develop and implement operational procedures, systems, and controls to improve workflow and manage historical and current data.
• Manage relationships with external service providers, including contractors, real estate, and other third-party professionals.
• Ensure that vendors meet performance standards and service level agreements.
• Oversee the contract management process and ensure compliance with regulatory and legal requirements.
• Manage special projects, including those related to the family’s real estate, investments, and philanthropic endeavors.
• Coordinate communication between family members, advisors, and internal teams to ensure project milestones and goals are met.

You will come with

• 5-7 years of operations experience, preferably in an accounting or financial services firm
• Familiarity with accounting software, such as Quick Books or Sage Intacct
• Strong project management skills, including attention to detail, meeting deadlines, and proactively coordinating with stakeholders.
• Excellent communicator with ability to consolidate and report information in a timely, transparent, and organized manner.

We offer

• Paid Time Off (PTO)
• Generous store discounts
• Health care plans (medical, prescription, dental, vision)
• 401(k), HSA, FSA, Pre-tax commuter benefits
• Disability & life insurance coverage
• Paid parental leave
• Pet insurance
• Critical illness and accident insurance
• Discounted home and auto insurance
• College tuition assistance
• Career development & product training
• Consumer classes
• & More!