Advisory Partner - Family Office

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development.  At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!  

We are looking for a Family Office Partner to join our Business Management & Family Office advisory practice. As a Family Office Partner, you will be responsible for: 

Responsibilities
•    Play a pivotal role in leading and managing relationships with sophisticated family office clients while contributing to the strategic direction of our family office practice.
•    Serve as the day-to-day contact for each family and have responsibility for cross-functional management of internal resources to ensure delivery of a best-in-class client experience. 
•    Holistically service ulta-high-net-worth (UHNW) clients across all financial matters, including accounting, tax compliance, investments and estate planning.
•    Liaise with lawyers, trustees, brokers and other external advisors affecting family directed strategies and initiatives.
•    Foster a culture of client service excellence and continuous improvement in client delivery.
•    Participate in industry organizations, speaking engagements and other professional groups. 
•    Recruit, develop, motivate and train our talent.
•    Participate in industry organizations & networking groups by regularly presenting on industry topics and writing industry thought leadership. 
•    Stay up-to-date on key industry and market trends in the family office space.  
 

• 10+ years of family office, business management, or public accounting experience.   3+ years of proven experience leading client relationship duties at a family office, business management firm or accounting firm.  
• Proven track record as a Partner/Managing Director at a family office, business management firm or accounting firm.
• Bachelor’s degree in accounting, finance or related field.
• CPA and/or CFP preferred but not required.
• Deep experience across accounting, wealth management, retirement planning, insurance and estate planning strategies. 
• Demonstrate competency in strategic planning, business process implementation and business development.
• Proven track record of building and sustaining client relationships.
• Aptitude in critical thinking, performance metrics, data analysis, and problem-solving.
• Team-player and leader who personally believes in, and is willing to champion, the core values of the firm.
• Outstanding organizational and leadership abilities and personal integrity.
• Exceptional interpersonal skills.  
• Strong proficiency with Microsoft Suite, Quickbooks, CRM, document storage & investment platform technologies.