Start Date
Immediate
Expiry Date
08 Nov, 25
Salary
40.0
Posted On
09 Aug, 25
Experience
0 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Finance, Estate Planning, Excel, Wealth Management, Confidentiality, Customer Satisfaction, Longevity, It, File Systems, Consultative Approach, Microsoft Word, Management Skills, Bookkeeping, Powerpoint, Communication Skills, High Net Worth Individuals, Ethics
Industry
Financial Services
Compton & Company is a management consulting firm that partners with companies to overcome today’s challenges and seize tomorrow’s opportunities. We are a diverse team of skilled professionals with a shared passion for effecting change, unlocking potential and delivering exceptional results.
We are seeking a highly organized, resourceful, and client-focused Account Manager to serve as the primary point of contact for high-net-worth clients and their family offices. In this multifaceted role, you will coordinate a wide range of business and personal support services across finance, legal, technology, property, and administrative domains. You will work closely with internal teams and external advisors to deliver white-glove, proactive support that enables families to manage their affairs efficiently and with confidence. This is a high-touch role requiring discretion, flexibility, attention to detail, and strong interpersonal skills. You will be instrumental in building long-term relationships and ensuring the seamless delivery of services tailored to each family’s unique needs.
Reports directly to the Managing Partner
Part-time role to start with potential to quickly expand to full-time as new accounts are acquired
Hybrid role - estimated 70% remote, 30% in the Calabasas office
QUALIFICATIONS, SKILLS & ATTRIBUTES:
Benefits:
Ability to Commute:
Work Location: Hybrid remote in Calabasas, CA 9130