What are the responsibilities and job description for the Private Wealth Manager position at TBG | The Bachrach Group?
We’re seeking a detail-oriented and client-focused Manager, Family Office Services (FOS) to join our Baltimore team. Reporting to the Senior Manager, FOS, you’ll support high-net-worth clients with reporting, Tax, and Trust & Estate planning. You’ll also guide and mentor staff while ensuring the delivery of top-notch client service.
Key Responsibilities:
- Manage client relationships and serve as the first point of contact for elevated service requests.
- Review work products for accuracy and completeness.
- Support team development, performance, and technical training.
- Ensure timely delivery of reporting and services.
- Maintain organized records of executed documents.
- Assist with ad hoc accounting, HR, and tax projects.
- Foster continuous improvement through feedback and proactive problem-solving.
What We’re Looking For:
- Education: Bachelor’s degree in Finance or Accounting.
- Experience: 2–4 years in a similar role.
- Skills & Abilities:
- QuickBooks & MS Excel proficiency.
- Strong written, verbal, and mathematical skills.
- Ability to multitask and manage multiple clients in a fast-paced environment.
- Excellent project management and team collaboration skills.
- High attention to detail and self-motivated.
- Commitment to delivering exceptional client service.
Why Join Us:
Be part of a collaborative team where your expertise directly impacts clients’ financial success. You’ll have the opportunity to grow professionally, mentor junior staff, and make a meaningful difference in the lives of our clients.
Salary : $115,000 - $150,000