Managing Director, Family Office

Armanino LLP•Chicago, IL

15d•$168,000 - $239,200

About The Position

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Managing Director serves as a senior leader within the Family Office practice, responsible for strategic client leadership, operational excellence, and practice growth. This role partners closely with firm and practice leadership to scale client relationships, enhance service delivery, and drive long-term value for ultra-high-net-worth families and complex multi-entity family office structures.

Requirements

Bachelor’s degree in Accounting, Finance, or related field required.
Minimum of 12 years of progressive experience in Family Office, Wealth Management, Business Management, or private client services.
Minimum of 7 years of leadership experience overseeing client relationships, teams, and operational performance.
Deep expertise in complex multi-entity structures, financial reporting, and family office operations.
Strong executive presence and ability to advise sophisticated families and stakeholders.
Demonstrated ability to lead growth, scale operations, and influence strategy.

Nice To Haves

CPA, CFP, CMA, or equivalent professional designation.
Experience with complex investment structures, trusts, estates, and alternative investments.
Proven business development and practice growth experience.
Experience working with institutional-level advisors and UHNW client environments.

Responsibilities

Serve as executive relationship lead for the firm’s most complex and high-value family office clients.
Provide strategic guidance across wealth planning, liquidity, entity structuring, risk management, and financial operations.
Act as a trusted advisor to principals, executives, and external advisors.
Lead high-impact client engagements, complex financial decisions, and sensitive matters with discretion and strategic insight.
Provide leadership oversight across family office service delivery, ensuring consistency, quality, and scalability.
Drive operational strategy, staffing alignment, and performance metrics across client portfolios.
Champion process improvement, technology enablement, and service innovation.
Partner with firm leadership to scale the Family Office practice and evolve service offerings.
level leadership and delivery teams.
Drive performance, accountability, and succession planning across the practice.
Foster a culture of excellence, collaboration, and continuous improvement.
Identify and drive new business opportunities within existing client relationships and through external networks.
Contribute to growth strategy, client expansion, pricing, and proposal development.
Maintain a strong market presence and enhance Armanino’s brand within the Family Office and private client community.
Build and strengthen relationships across tax, legal, investment, and advisory ecosystems.