Responsibilities:

Strategic Treasury Management:

• Develop and implement comprehensive treasury strategies aligned with the financial goals and risk tolerance of high-net-worth families.
• Oversee cash flow forecasting, liquidity management, and optimize capital allocation to meet the diverse needs of family members.

Investment Oversight:

• Work closely with the investment team to monitor and assess investment portfolios, ensuring alignment with family financial objectives and risk tolerance.
• Provide recommendations on asset allocation, investment opportunities, and risk mitigation strategies.

Risk Management:

• Develop and implement robust risk management policies and procedures to safeguard family assets.
• Monitor market trends, interest rates, and economic indicators to assess potential risks and opportunities.

Debt Management:

• Manage and optimize family debt structures, including mortgages, lines of credit, and other financing arrangements.
• Collaborate with financial institutions to negotiate favorable terms and conditions.

Reporting and Communication:

• Prepare and present regular reports on treasury activities, investment performance, and financial health to family members and stakeholders.
• Effectively communicate complex financial concepts in a clear and concise manner.

Compliance and Regulatory Oversight:

• Stay abreast of relevant financial regulations and ensure compliance with legal requirements.
• Work with legal and compliance teams to address regulatory issues and implement necessary changes.

Relationship Management:

• Build and maintain strong relationships with financial institutions, investment advisors, and other external partners.
• Serve as a trusted advisor to family members on financial matters, providing expert guidance and fostering a collaborative partnership.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• MBA or CTP preferred
• Proven experience in treasury management, ideally within a family office setting.
• Strong understanding of investment strategies, financial markets, and risk management.
• Exceptional communication and interpersonal skills with the ability to work effectively with high-net-worth individuals and family members.
• Familiarity with relevant financial software and tools.

If you are a results-driven finance professional with a proven track record in treasury management within the context of family office operations, we invite you to apply for this exciting opportunity to contribute to the financial success of our clients and their families.

Job Type: Full-time

Pay: $175,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Application Question(s):

• Do you have any family office or high net worth individual experience? If so, how many years?

Education:

• Bachelor's (Required)

Experience:

• Treasury management: 3 years (Preferred)

License/Certification:

• CPA or CTP (Preferred)

Ability to Commute:

• Las Vegas, NV 89119 (Required)

Work Location: In person