Associate Director, Client Relationship Management & Accounting

Concentric Innovation•Atlanta, GA

20h•Hybrid

About The Position

The Associate Director is a senior, client facing role responsible for managing complex Personal CFO engagements for ultra-high net worth individuals and families. This role partners closely with Directors and senior leadership to deliver an elevated, high touch client experience while overseeing the day-to-day financial administration of client entities. This role operates within a single family office environment where expectations are exceptionally high with respect to accuracy, responsiveness, discretion, and proactive service. The Associate Director is expected to anticipate needs, close loops fully, and deliver consistently polished and decision ready outputs. This hands-on role requires deep expertise in financial reporting, cash flow oversight, bill payment operations, and multi-entity accounting across individuals, trusts, foundations, and related structures. The Associate Director plays a critical role in anticipating client needs, identifying operational improvements, and driving execution across internal and external stakeholders. While this role does not initially include direct reports, it requires leadership through influence, strong judgment, and the ability to manage complex workstreams independently while partnering with and leveraging the broader team. As the platform grows, this role may evolve to include formal team leadership responsibilities.

Requirements

Bachelor’s degree in Accounting, Finance, or related field; CPA preferred, CFP or CFA a plus
7 – 10+ years of experience in family office, private wealth, public accounting, fund administration, or related financial services
Demonstrated success managing high touch client engagements with strong attention to detail and service orientation
Strong technical knowledge of general ledger systems, multi entity accounting, investment activity, and cash flow analysis
Ability to translate complex financial information into clear, actionable insights for clients and advisors
Experience coordinating across legal, tax, and investment teams
Exceptional organizational and project management skills, with the ability to manage multiple complex priorities simultaneously
Proactive, accountable, and solutions-oriented mindset with a commitment to continuous improvement

Nice To Haves

CPA preferred
CFP or CFA a plus

Responsibilities

Serve as a primary day-to-day contact for assigned clients, ensuring timely, accurate, and high-quality execution of all Personal CFO deliverables
Deliver a high touch, single family office level client experience with strong attention to responsiveness, detail, and follow through
Oversee financial administration for ultra-high net worth families, including accounting, bill payment operations, and reporting
Prepare and monitor detailed cash flow analyses, identifying trends and anticipating future funding requirements
Manage multi-entity accounting, including general ledger review, reconciliations, and transaction classification
Ensure accuracy, completeness, and documentation of banking and credit card activity
Prepare consolidated and entity level financial reporting, including sources and uses of cash tracking
Perform variance analysis and clearly communicate insights and drivers to clients and advisors
Support strategic initiatives such as property acquisitions, liquidity planning, capital calls, and funding movements
Coordinate closely with internal wealth advisors and external legal, tax, and investment professionals to ensure alignment
Identify operational inefficiencies and implement process enhancements to improve reporting accuracy and workflow
Lead complex client projects, including entity onboarding, structural transitions, and major funding initiatives
Ensure all workflows are fully closed, documented, and communicated, with no outstanding gaps or unresolved items