Controller (RIA / Family Office)

Job description : Controller

RIA / WealthManagement / FamilyOffices(FinancialServices)

Katonah,NY(On-siterole)

$150-$200k base DOE, plus bonus

Our client is a well-regarded and rapidly growing Registered Investment Advisor (RIA) and select Family Office (FO) known for its personalized approach, deep client relationships, and commitment to serving the complex needs of high-net-worth individuals and families. The firm currently manages over $1.05 billion in assets on behalf of its clients.

The firm is seeking an experienced, hands-on Controller to lead and manage all aspects of accounting operations, including financial reporting, budgeting, SEC compliance, and internal controls. This individual will serve as a strategic partner to the firms leadership team, providing financial insights and oversight to support ongoing growth initiatives. The role will also provide key support to the Family Office Services (FOS) team, assisting with the accounting and financial planning needs of select ultra-high-net-worth clients. This is an exceptional opportunity for professional growth with a clear path to increased leadership responsibility.

Responsibilities of the Controller :

Financial Reporting & Accounting

• Oversee day-to-day accounting operations, including accounts payable, accounts receivable, bank reconciliations, and general ledger entries.
• Prepare monthly, quarterly, and annual financial statements
• Manage the firms budget and cash flow projections
• Oversee the firms tax filings
• Maintain accurate and up-to-date financial records, including preparation of a monthly reporting package for the partners
• Implement and maintain strong internal controls

SECCompliance

otherrequireddisclosures.

Family Office Support

Other Duties as Assigned

Servingasathoughtpartnertotheexecutiveteam,providinginsights ongrowthopportunities,operationalefficiencies,riskmanagement, long-term financial strategy,etc.Working on thebusiness,notjust in the business.

Qualifications :

Qualificationsofthe Controller :

Why is This a Great Opportunity :

Hands-on financial management and strategic contributor, thought partner role with a highly regarded RIA / Family Office, long-term clientele.

Salary Type : Annual Salary

Salary Min : $ 150000

Salary Max : $ 200000

Currency Type : USD