Managing Director, Family Office

Role Overview

• 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.
• 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.

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.
• Preferred Qualifications 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.

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays