A leading financial services firm in San Francisco seeks a seasoned professional to lead the management of high net worth clients within the Family Office group. The role involves overseeing all facets of client service, ensuring regulatory compliance and delivering exceptional financial insights. Candidates should bring extensive experience in wealth management and team leadership, with proficiency in Sage Intacct and a strong grasp of GAAP. The position offers competitive compensation alongside robust employee benefits.
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Senior Family Office Director - Wealth and Operations in san francisco at Unknown Company
This position is listed as full time and onsite.