Accounting Manager, Wealth Family Office
Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with over $27B in AUM. We have more than 350 employees serving clients from 23 offices in 12 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.
Summary: 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 degree.
- 7+ years of related experience.
- Expert in QuickBooks accounting and Bill.com accounts payable software.
- 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.
Diversity, Equity, Inclusion, and Belonging at Wealthspire:
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
- Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
- Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
- Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
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.
What We Offer:
NFP and Wealthspire Advisors is 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 $114,000 – $155,000.
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.
Wealthspire and You... Better together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
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