Investment Senior Manager

Delaware County, PA

We are representing an Investment Senior Manager opportunity with Wealth Management start up in the Philadelphia Main Line.




  • Role has full oversight on the investment portfolio from an accounting/reporting standpoint
  • Very large portfolio including multiple trusts and trading partner organizations
  • Reports to CFO and Finance Director
  • Hands on position. Will hire staff under the accounting senior managers as the family office continues to develop




  • Bachelor’s in Accounting or Finance
  • 8+ years of progressive accounting experience
  • Mix of public and industry experience desired
  • CPA preferred
  • Entrepreneurial, hands on, self-starter, good communication skills







Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 2/28/2022
Salary $135,000-150,000 + bonus

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