Assistant Controller - Wealth Management
Salary: $150,000 - $200,000 per year
Location: Katonah, NY
Posted: July 10 2025
Minimum Degree:
Relocation Assistance: Not Available
Assistant Controller
Wealth Management/ Family Offices (Financial Services)
Katonah, NY (On-site role)
Katonah, NY (On-site role)
Salary range $150-$200k doe plus bonus
Please note: Proactive, resourceful, and enthusiastic public accounting candidates encouraged to apply (e.g., Audit, Assurance, etc.)
Our client is a well-regarded and growing wealth management and family office firm 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 billion in assets, with the vast majority managed on behalf of high-net-worth clients.
At this time, they are seeking an Assistant Controller to lead and manage all aspects of the firm’s accounting operations, including financial reporting, budgeting, SEC compliance, and internal controls. This individual will ultimately serve as a strategic partner to firm leadership, providing financial insights and oversight to support ongoing growth initiatives. In addition, the role will offer key support to the Family Office Services (FOS) team, assisting with the accounting and financial planning needs of select ultra-high-net-worth clients. Exceptional opportunity for professional growth with a clear path to increased leadership responsibility.
Qualifications of the Assistant Controller:
- Bachelor’s degree in Accounting or Finance
- CPA preferred
- 7+ years of experience in accounting and finance, including experience with wealth management and high-net-worth clients
- Demonstrated experience navigating SEC compliance within a family office or wealth management setting, including preparing and maintaining Form ADV filings, monitoring regulatory developments, and partnering with external compliance consultants to support high-net-worth client operations is a plus
- Proficiency with accounting software (e.g., QuickBooks, Xero) and financial modeling tools
- Excellent analytical, problem-solving, and communication skills : High EQ with a natural curiosity
- Strong attention to detail and accuracy
- Ability to work independently and collaboratively
- Proactive and results-oriented with the ability to meet deadlines
- A strong passion for continuous learning, professional growth, and contributing to both team and company success.
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