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Armaninollp

via ZipRecruiter

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Managing Director, Family Office

Bellevue, WA
Full-time
Posted 2/17/2026
Verified Source
Key Skills:
Executive Operations & Prioritization
Cross-Functional Collaboration
Board Communications

Compensation

Salary Range

$185K - 229K a year

Responsibilities

Lead strategic client relationships, oversee service delivery, and drive practice growth within a family office context.

Requirements

Minimum 12 years in family office or wealth management, 7+ years in leadership, with expertise in complex structures and stakeholder advising.

Full Description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to beAmong the top 20 Largest Accounting and Consulting Firms in the Nationand one of theBest Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. The Managing Director serves as a senior leader within the Family Office practice, responsible for strategic client leadership, operational excellence, and practice growth. This role partners closely with firm and practice leadership to scale client relationships, enhance service delivery, and drive long-term value for ultra-high-net-worth families and complex multi-entity family office structures. Job Responsibilities • Serve as executive relationship lead for the firm's most complex and high-value family office clients. • Provide strategic guidance across wealth planning, liquidity, entity structuring, risk management, and financial operations. • Act as a trusted advisor to principals, executives, and external advisors. • Lead high-impact client engagements, complex financial decisions, and sensitive matters with discretion and strategic insight. • Provide leadership oversight across family office service delivery, ensuring consistency, quality, and scalability. • Drive operational strategy, staffing alignment, and performance metrics across client portfolios. • Champion process improvement, technology enablement, and service innovation. • Partner with firm leadership to scale the Family Office practice and evolve service offerings. • level leadership and delivery teams. • Drive performance, accountability, and succession planning across the practice. • Foster a culture of excellence, collaboration, and continuous improvement. Identify and drive new business opportunities within existing client relationships and through external networks. • Contribute to growth strategy, client expansion, pricing, and proposal development. • Maintain a strong market presence and enhance Armanino's brand within the Family Office and private client community. • Build and strengthen relationships across tax, legal, investment, and advisory ecosystems. Requirements • Bachelor's degree in Accounting, Finance, or related field required. • Minimum of 12 years of progressive experience in Family Office, Wealth Management, Business Management, or private client services. • Minimum of 7 years of leadership experience overseeing client relationships, teams, and operational performance. • Deep expertise in complex multi-entity structures, financial reporting, and family office operations. • Strong executive presence and ability to advise sophisticated families and stakeholders. • Demonstrated ability to lead growth, scale operations, and influence strategy. Preferred Qualifications • CPA, CFP, CMA, or equivalent professional designation. • Experience with complex investment structures, trusts, estates, and alternative investments. • Proven business development and practice growth experience. • Experience working with institutional-level advisors and UHNW client environments. "Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $168,000 - $208,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $184,800 - $228,800. For Northern California residents, the compensation range for this position: $193,100 - $239,200. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: • Medical, dental, vision • Generous PTO plan and paid sick time • Flexible work arrangements • 401K with Profit Sharing • Wellness program • Generous parental leave • 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/ We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

This job posting was last updated on 2/20/2026

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