Operations Manager

Full Job Description

• Balentine is seeking a skilled and experienced Family Office Operations Manager to oversee the comprehensive management of our multi-family office (MFO) practice.
• As the Family Office Operations Manager, you will be responsible for coordinating and executing a wide range of financial, administrative, and operational activities to support the needs of each client and their family.
• This person will be an integral member of the Multi-Family Office team, which is led by the President of Balentine, comprised of seven other individuals, and currently supports the largest and most complex clients of the firm representing over $7MM of revenue per year.
• The successful candidate must be technologically savvy, proactive, efficient, and always display a high level of professionalism and confidentiality.

Responsibilities:

• The ideal candidate will understand that a great attitude and efficiency in technology and task management will be key drivers for success.
• We expect this person to, with training, perform the following responsibilities:
• Operations and Technology:
• Manage open and in-progress tasks for the MFO team to ensure timely completion
• Coordinate data clean-up efforts for the team within Salesforce, Box, and other systems as needed
• Oversee data management and entry within Salesforce and Addepar on behalf of MFO clients
• Participate in firmwide technology and operations initiatives on behalf of the team
• Administrative Support:
• Act as a central point of contact for the Multi-Family Office team and external service providers
• Oversee the team’s calendar and coordinate resources needed to conduct client meetings
• Organize and facilitate family meetings, including preparation of meeting materials and follow-up on action items
• Maintain files and documentation of family relationships, family history, organizational structures, tax/legal matters, and family governance documents
• Prepare Gantt charts and monitor progress for the execution of longer-term projects
• Financial Management:
• Assist with the development and implementation of financial strategies, budgets, and investment plans in collaboration with the family members and financial advisors
• Coordinate, as needed, with external professionals, such as accountants, tax advisors, and investment managers, to ensure compliance and optimal financial outcomes
• Act as a peer reviewer for monthly bookkeeping and transaction summary reports prepared by outside providers
• Estate and Wealth Planning:
• Support the collaboration with legal advisors to maintain comprehensive estate and wealth planning strategies
• Contribute to the establishment and administration of trusts, estates, DAFs/foundations, and other wealth management structures
• Act as a peer reviewer for the management of family-owned assets, including real estate, art collections, and other valuable possessions

Qualifications:

• 3-5 years of experience working in a family office, private wealth management, or a similar role within a high-net-worth environment
• Bachelor’s degree in finance, business administration, or a related field
• Advanced degrees and certifications a plus
• Willingness to achieve Certified Financial Planner™ or similar designation
• Proficiency with Addepar, Box, DocuSign, eMoney, and Quickbooks is strongly preferred; experience with similar program types is required
• Experience with Salesforce is required
• Strong financial acumen with a deep understanding of investment strategies, tax planning, and wealth preservation

Pay: $52.1K – $66K a year