Personal Wealth Manager - Family Office, Robert Half

Personal Wealth Manager - Family Office

Robert Half

Location:

United States, San Francisco

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

Join a prestigious family office managing a $1B+ portfolio, founded by a tech entrepreneur. Based in San Francisco, this collaborative team focuses on investing, portfolio management, startup incubation, and philanthropy. This role provides an opportunity to work directly with the principal, shaping financial strategy and operations in a dynamic environment.

Job Responsibility:

Be the principal's personal wealth advisor
Develop and execute investment and financial strategies aligned with estate planning
Manage investments, liquidity, reporting, and tax preparation
Oversee risk management and internal controls with the Family Office Controller
Lead a small internal team and coordinate with external partners

Requirements:

5+ years of experience with high-net-worth individuals in a family office
10+ years in investing, accounting (TAX), financial planning, and risk management
CFP, CFA, CPWA certification preferred
Strong tech-savviness and proficiency with financial analysis tools
Ability to manage complex projects with attention to detail
Low ego, hands-on, and adaptable to strategic and tactical work

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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