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RMG Associates is an executive search firm specializing in Private Wealth Management.
Our clients are Family Offices, Multifamily Offices, Private Asset Management firms,
and independent “boutique” firms servicing High Net Worth/Ultra High Net Worth family clients

All applications and inquiries will be held in the strictest of confidence.


>>National MD, CFO Services for Family Office Clients

Location: Chicago or Denver

We have been retained by a client who is seeking a national MD, CFO Services (MDCFOS) for either Denver or Chicago.  This is a leadership position in an exceptional early-stage opportunity to build a national MFO within an independent, privately-held firm, co-founded by two prominent principals.  The firm’s executive leadership is among the most successful and recognized in the industry, including building Best Multifamily Office.

The MDCFOS will lead the buildout of the CFO Services offering, which includes information management, financial statement preparation, bill pay and family office best practices. The firm is making a significant investment in technology and the MDCFOS will lead the integration of accounting and reporting platforms.  The MDCFOS will also produce financial reporting procedures and templates, will provide services to regional advisors and occasionally may be involved in client engagements to offer specific expertise. The MDCFOS will be part of the national “family enterprise consulting” services team, which offers services to clients as part of a broad suite of family continuity, planning and reporting services.

Key Responsibilities include:
  • Designing the business strategy for the CFO Services offering in collaboration with others
  • Developing standard practices, procedures, financial report templates and other client deliverables, as well as marketing materials and thought leadership related to the CFO Services function
  • Leading production of select client financial statements, cash flow reports and financial planning projections, working directly with advisors, wealth planners, and others on the regional and national teams.
  • Minimum 10+ years of experience within family offices, wealth management/financial planning firms, public accounting firms, or other relevant experience
  • Bachelor’s degree required; CPA highly preferred, other professional designations recommended (CFP, CFA, JD, etc.)
  • Ability to create, analyze and review robust and complex financial reports
  • Deep experience in income tax planning and compliance for individuals and entities
  • Comfort and experience in estate planning and wealth transfer, especially involving entities
  • Proficiency in relevant technology (e.g., GL, Investment portfolio aggregation, MS Excel)
  • Experience in helping clients mitigate risk within a family office environment highly desired
  • Ability to work collaboratively with a team.

To apply, please submit your resume to jeannie@rmgassociates.com.  For more information for qualified candidates, please call Buzz Bray at (206) 402-3401. Inquiries and applications will be held in strict confidence.