Balentine is seeking a skilled and experienced Family Office Operations Manager to oversee the comprehensive management of our multi-family office (MFO) practice. As the Family Office Operations Manager, you will be responsible for coordinating and executing a wide range of financial, administrative, and operational activities to support the needs of each client and their family. This person will be an integral member of the Multi-Family Office team, which is led by the President of Balentine, comprised of seven other individuals, and currently supports the largest and most complex clients of the firm representing over $7MM of revenue per year.
The successful candidate must be technologically savvy, proactive, efficient, and always display a high level of professionalism and confidentiality.
Responsibilities
The ideal candidate will understand that a great attitude and efficiency in technology and task management will be key drivers for success. We expect this person to, with training, perform the following responsibilities:
- Operations and Technology:
- Manage open and in-progress tasks for the MFO team to ensure timely completion
- Coordinate data clean-up efforts for the team within Salesforce, Box, and other systems as needed
- Oversee data management and entry within Salesforce and Addepar on behalf of MFO clients
- Participate in firmwide technology and operations initiatives on behalf of the team
- Administrative Support:
- Act as a central point of contact for the Multi-Family Office team and external service providers
- Oversee the team’s calendar and coordinate resources needed to conduct client meetings
- Organize and facilitate family meetings, including preparation of meeting materials and follow-up on action items
- Maintain files and documentation of family relationships, family history, organizational structures, tax/legal matters, and family governance documents
- Prepare Gantt charts and monitor progress for the execution of longer-term projects
- Financial Management:
- Assist with the development and implementation of financial strategies, budgets, and investment plans in collaboration with the family members and financial advisors
- Coordinate, as needed, with external professionals, such as accountants, tax advisors, and investment managers, to ensure compliance and optimal financial outcomes
- Act as a peer reviewer for monthly bookkeeping and transaction summary reports prepared by outside providers
- Estate and Wealth Planning:
- Support the collaboration with legal advisors to maintain comprehensive estate and wealth planning strategies
- Contribute to the establishment and administration of trusts, estates, DAFs/foundations, and other wealth management structures
- Act as a peer reviewer for the management of family-owned assets, including real estate, art collections, and other valuable possessions
Qualifications
- 3-5 years of experience working in a family office, private wealth management, or a similar role within a high-net-worth environment
- Bachelor's degree in finance, business administration, or a related field
- Advanced degrees and certifications a plus
- Willingness to achieve Certified Financial Planner™ or similar designation
- Proficiency with Addepar, Box, DocuSign, eMoney, and Quickbooks is strongly preferred; experience with similar program types is required
- Experience with Salesforce is required
- Strong financial acumen with a deep understanding of investment strategies, tax planning, and wealth preservation
Competencies
While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.
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Professional and Courteous
- Ability to maintain uncompromising levels of confidentiality
- Ability to interact with all people in a polite manner and a positive attitude
- Ability to have a positive impact on the people around you
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Emotional Intelligence and Interpersonal Skills
- Ability to read and connect with people and respond accordingly in varying situations
- Ability to recognize own and others’ emotions and use them to create positive interactions
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Organized and Productive
- Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
- Ability to manage multiple projects and competing priorities without missing deadlines
- Ability to self-manage, prioritize, and produce quality work both individually and in team environments
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Calm Under Pressure / Unflappable
- Ability to respond calmly and maintain performance standards in a busy office setting
- Ability to maintain high service standards and problem-solve effectively when faced with new challenges
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Adaptable and Reliable
- Ability to remain unperturbed by changing priorities and conditions
- Ability to shift concentrations throughout the day
- Ability to always arrive on time and prepared
Compensation
Balentine offers a competitive compensation package, including an attractive base salary and benefits. If interested, please apply via our website.
Company Overview
Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.
Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.