Family Office Manager at Corient in Washington

Family Office Manager

The Client
Our client, Corient, is a premier wealth management firm dedicated to helping high- and ultra-high-net-worth individuals and families live full, purposeful lives while preserving wealth for future generations. Corient partners with clients to simplify their financial lives, protect their legacies, and support the people, causes, and communities they value most. With an unwavering commitment to excellence, integrity, and service, Corient combines deep financial expertise with personalized, relationship-driven guidance to deliver exceptional outcomes. The firm continues to expand and seeks talented professionals who share its values of collaboration, innovation, and client-centricity.

The Opportunity
The Family Office Manager will join Corient’s Personal CFO Services team and play a central role in delivering high-quality family office accounting, reporting, and advisory services to ultra-high-net-worth clients and their related entities. Acting as the primary point of contact for clients and their advisors, this individual will oversee financial operations, bill payment services, and client relationship management across multiple family office engagements. The successful candidate will bring strong technical accounting expertise, leadership ability, and a client service mindset, with experience managing complex financial affairs for sophisticated families and entities.

Location
United States (hybrid or on-site options available)

Reports to
Director, Personal CFO Services

The Position

Key Responsibilities

• Client Accounting Services – Onboard new clients, establish financial reporting frameworks and charts of accounts, and manage vendor and household relationships. Deliver core accounting services including journal entries, payroll oversight, investment reporting, reconciliations, and data management for individuals, trusts, and related entities.
• Prepare and review financial statements, management reports, and analyses for clients and family entities. Research and resolve discrepancies in client statements and financial data. Support cash flow monitoring, budgeting, and year-end reporting, including 1099 preparation and tracking of charitable giving, gifts, and asset basis.
• Client Bill Payment Services – Oversee client bill payment activities, including reviewing and approving transactions, reconciling accounts, investigating discrepancies, and generating payment reports. Ensure adherence to internal controls and accuracy in all disbursements.
• Client Relationship Management – Serve as the primary liaison for all day-to-day client communications, project coordination, and problem resolution across multiple client relationships. Lead and prepare materials for client meetings; collaborate with clients’ advisors (wealth managers, accountants, attorneys) to address estate, tax, and charitable planning needs. Execute special projects and ad hoc initiatives with discretion and professionalism.
• Team Leadership and Oversight – Provide daily management and direction to team members. Oversee workflow, review deliverables, and ensure timely, high-quality outputs. Train new employees on firm policies and procedures, fostering a culture of accountability, service, and collaboration.

The Ideal Candidate

Qualifications:

• Bachelor’s degree in Accounting or related discipline required.
• CPA certification and prior experience in public accounting strongly preferred.
• 5–8 years of experience managing financial operations for individuals, family offices, or similar entities, including investment reporting, payroll, and general ledger oversight.
• Sound understanding of foundations, trusts, estate planning, and related tax implications.
• Demonstrated success working in a fast-paced, high-touch environment with exceptional attention to detail and accuracy.

Skills and Attributes:

• Strong technical accounting and financial analysis skills; deep understanding of accounts payable, payroll, and tax processes.
• Excellent project management and organizational abilities, with proven capability to manage multiple priorities simultaneously.
• Exceptional written and verbal communication skills, including the ability to engage effectively with sophisticated clients and advisors.
• Collaborative leadership style; able to mentor team members and promote operational excellence.
• High integrity, discretion, and adherence to strict confidentiality standards.
• Service-oriented mindset with a passion for delivering exceptional client experiences.
• Positive, professional demeanor with a proactive, solution-driven approach.

Core Competencies:

• Collaboration
• Communication
• Detail Orientation
• Adherence to Process and Control
• Responsiveness
• Client Service
• Time Management

Compensation:
An attractive compensation package will be offered, commensurate with experience and qualifications, including a comprehensive suite of benefits and opportunities for professional growth within a leading wealth management organization.

About Corient
Corient is a trusted partner to high- and ultra-high-net-worth families, offering holistic wealth management and family office services designed to simplify complexity and build enduring legacies. With a focus on exceptional service and long-term partnership, Corient provides integrated solutions across investment management, financial planning, tax strategy, and family governance. The firm is defined by its commitment to its people, its clients, and its mission to help families live meaningful, prosperous lives for generations to come.