Company Overview

Trove is a leading multi-family office, providing tailored solutions to ultra-high-net-worth families and their organizations. We specialize in day-to-day financial operations, sophisticated wealth management, and family governance. Our firm stands out as North America's premier independent multi-family office, driven by innovation, personalized service, and an expert team.

At Trove, we build centers of excellence through a trusted, innovative, and expert team dedicated to supporting our families and engagements. We seek motivated, analytical, and collaborative professionals with a passion for financial management, operational efficiency, and client service. If this sounds like you, explore the Financial Operations Manager role below!

Job Description

As a Financial Operations Manager, you will oversee financial processes, reporting, and operational efficiencies for client engagements. You will manage accounting functions, ensure compliance with financial regulations, and support technology-driven solutions to enhance financial operations. This role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership.

Key Responsibilities

Client Financial Management

• Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance.

• Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation.

• Implement financial controls and risk management protocols to safeguard client assets.

• Collaborate with external tax advisors to support tax planning and compliance efforts.

• Ensure adherence to regulatory requirements, including trust and estate planning considerations.

• Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks.

Operational Excellence & Technology

• Drive process improvements to enhance financial reporting accuracy, automation, and efficiency.

• Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity.

• Identify opportunities for process automation and scalability while maintaining strong financial controls.

Team Leadership & Development

• Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning.

• Oversee workload distribution, ensuring timely execution of deliverables within budget.

• Establish high-performance standards and ensure compliance with best practices.

• Promote a culture of innovation, accountability, and service excellence.

Qualifications, Skills & Experience

• Bachelor’s degree required; CPA, CFA, MBA, or equivalent financial designation preferred.

• 6+ years of experience in financial operations, accounting, or wealth management.

• Strong experience in investment reporting, financial controls, and regulatory compliance.

• Proven ability to enhance financial processes and operational efficiency.

• Excellent communication and problem-solving skills, with the ability to manage client relationships effectively.

• Experience with financial systems such as Sage Intacct, NetSuite, or Addepar.

Compensation & Benefits

Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events.

Equal Opportunity Employer

Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.