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Senior VP, Family Office Planning
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-27
Listing for:
Intellectus Partners, LLC
Full Time
position Listed on 2026-01-27
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
A leading advisory firm is seeking a Vice President in Family Office Planning to support complex tax and estate planning for entrepreneurial families. The role demands 3–8 years of experience in related fields and knowledge of advanced planning. Ideal candidates will possess a CPA, JD, or similar designation. Responsibilities include managing client relationships, advising on financial strategies, and participating in business development initiatives.
Strong communication and organizational skills are essential for success in a fast-paced environment.
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Position Requirements
10+ Years
work experience
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