Director - Business Management & Family Office

Director leading the Business Management and Family Office practice within the Advisory Department. Generating and identifying opportunities for new business, managing client relationships, negotiating asset purchases, handling multi-jurisdictional tax planning, mentoring staff, and conducting investment analysis. Multiple locations: NYC, LA, San Diego, Woodland Hills. Requires 12-15 years in business management/family office (or 9-12 years plus bachelor's). Active CPA, EA, CFP, or PFS certification preferred.

Citrin Cooperman is seeking a Director - Business Management & Family Office to join their Family Office team in New York, United States.

This senior role involves leading investment analysis, deal execution, and team management within the Family Office space.

The position is On-site.

Compensation: $120,000 - $240,000 USD annually.

This opportunity was sourced via Family Office Jobs.

Interested candidates can apply through the original job posting.