Manager, Family Office Services, Baltimore

Selby Jennings is searching for a Manager, Family Office Services for a growing Baltimore multi-family office to manage day-to-day UHNW client relationships — bill pay, cash management, personal financial statements/net-worth/cash-flow, advisor coordination, trust/estate/philanthropy support, household payroll/expenses, and mentoring juniors. Requires 5+ years in FO / private client / wealth / trust / public accounting; CPA, CFP, CFA or similar preferred. Hybrid.

About the job

Search for a Manager, Family Office Services with a growing multi-family office in Baltimore, Maryland. Target profiles: family office services, private client advisory, trust services, wealth management or public accounting professionals who enjoy acting as a trusted adviser to sophisticated clients.

Responsibilities: - Manage day-to-day relationships with high-net-worth clients and their families - Oversee bill pay, cash management, budgeting, and banking activities - Prepare and review personal financial statements, net-worth reports, and cash-flow analyses - Coordinate with tax, legal, insurance, investment, and estate-planning advisors - Organize financial records and documentation for tax compliance and reporting - Assist with trust, estate, philanthropic, and wealth-transfer planning initiatives - Monitor and track multiple projects and deadlines across complex family structures - Review household payroll, personal expenses, and family-office accounting activities - Support real-estate transactions, refinancing, and other special projects - Identify opportunities to improve client-service processes and operational efficiencies - Mentor junior team members and assist with client onboarding

Qualifications: Bachelor’s in Accounting, Finance, Business or related field; 5+ years in family office, private client services, wealth management, public accounting, trust administration or related; strong grasp of personal financial statements, cash-flow management and FO operations; experience coordinating tax/legal/investment professionals; exceptional client service; strong organisation; advanced Excel and financial reporting systems; CPA, CFP, CFA or similar preferred. Hybrid. Apply via the eFinancialCareers listing.