Family Office Accounting Manager

Who We Are:
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $29B in AUM. We have more than 300 employees serving clients from 24 offices in 13 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Position Overview:

Fast-paced and rapidly growing wealth management firm with offices in Boca Raton, FL, Melville, NY and New York City is seeking an experienced Family Office Accounting Manager. In this position, you will be responsible for maintaining the comprehensive financial records of our high-net-worth family clients. The FOA Manager will report directly to the Director of Family Office Accounting and will be responsible for overseeing the work output and professional development of junior staff.

Responsibilities

• Manage and execute all accounting functions necessary to report on the financial position of select ultra-high net-worth clients.
• Liaise and develop strong working relationships with internal service team members.
• Develop and maintain strong working relationships with the firm’s highest profile clientele.
• Review and manage cashflow planning for high net-worth clients including budgeting and forecasting.
• Review and provide timely and accurate financial reports and analyses.
• Oversee and manage all aspects of asset movement within the department
• Conduct regular reconciliations and reviews of banking platform access and activities, bill.com activities and Quickbooks reconciliations for compliance
• Perform ad‐hoc financial analyses and execute projects as required.
• Implement and oversee client household payroll.
• Supervision, mentorship and development of junior staff.

Qualifications

• Bachelor's degree in Accounting, Economics, or Finance or relevant Master's
• CPA designation preferred
• 7+ years of related experience
• Expert in QuickBooks accounting and Bill.com accounts payable software’s
• Knowledge and expertise in Microsoft Office products.
• Excellent attention to detail with high accuracy, excellent organizational skills
• Excellent communication and interpersonal skills
• “Roll up your sleeves” work ethic, tenacity, and willingness to go the extra mile
• Resourceful, decisive, critical thinker
• Ability to multi-task and thrive in a fast-paced environment
• Must be a team player, enthusiastic and reliable

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

We’re part of NFP, an Aon company, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 – $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.