Manager, Personal CFO

Corient•Atlanta, GA

2d•Hybrid

About The Position

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
5–8 years of relevant experience, ideally within a multi-family office, family office, or related professional services environment.
Strong knowledge of accounting, cash management, investment reporting, and financial operations across complex entity structures.
Familiarity with trusts, estates, foundations, and partnerships, including related tax and reporting considerations.
Excellent communication, project management, and relationship management skills.
A high level of professionalism, discretion, and commitment to exceptional client service.
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

CPA or prior public accounting experience preferred.

Responsibilities

Lead onboarding for new client relationships and establish reporting, accounting, and operational processes.
Oversee accounting, cash management, payroll, and financial administration for individuals, trusts, partnerships, foundations, and related entities.
Review financial reports, reconciliations, and year-end reporting to ensure accuracy, timeliness, and a high standard of client service.
Support a range of family office activities, including gifting, charitable giving, and special financial projects.
Oversee bill pay, disbursements, and related controls to ensure accurate and timely processing.
Review reconciliations, resolve exceptions, and provide reporting to clients and internal stakeholders.
Serve as a trusted day-to-day contact for clients and coordinate seamlessly with wealth managers, tax preparers, attorneys, and other advisors.
Prepare client-ready materials, participate in meetings, and respond thoughtfully to requests across multiple relationships.
Support to tax, estate, and planning-related initiatives while supporting ad hoc analyses and special projects.
Coach and develop team members while helping drive quality, consistency, and timely execution across deliverables.
Support a collaborative, service-oriented culture grounded in accountability, discretion, and operational excellence.