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Cyperus Group LLC

Wealth Manager

Cyperus Group LLC, Boston, Massachusetts, us, 02298

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This range is provided by Cyperus Group LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$125,000.00/yr - $150,000.00/yr Additional compensation types

Annual Bonus Position: Wealth Manager

Overview:

Lead day-to-day relationships for high- and ultra-high-net-worth families, delivering full-service Personal CFO and family office accounting support. Responsibilities

Primary client contact and coordinator with CPAs, attorneys, and wealth advisors Oversee financial reporting, cash management, bill pay, payroll, and investment tracking Prepare client analysis supporting tax, estate, and charitable planning Manage and develop client service staff (1–2+ years people management required) Ensure accuracy, controls, and timely delivery across all client work Requirements

Bachelor’s in Accounting (preferred) or related field CPA preferred – but not a must Some management experience is necessary 5+ years supporting HNW/UHNW individuals or families Experience with trusts, estates, foundations, and complex entities Why this opportunity stands out

Senior, client-facing leadership role Direct exposure to sophisticated UHNW families Long-term growth within a Personal CFO / Family Office platform For immediate consideration, email your resume with "Family Office Manager" in the subject line to fmarzi@cyperusgroup.com Seniority level

Mid-Senior level Employment type

Full-time Job function

Management, Finance, and Accounting/Auditing Industries

Investment Management and Individual and Family Services Benefits

Medical insurance Vision insurance 401(k) Paid paternity leave Paid maternity leave Child care support Disability insurance Student loan assistance Tuition assistance

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