Navigate Search · 6 hours ago
Account Executive
United States
Full-time
Remote
Senior Level, Lead/Staff
$140K/yr - $150K/yr
10+ years expNavigate Search is partnering with a privately held Family Office seeking an experienced Account Executive to serve as a trusted point of contact for high-net-worth individuals. The role involves managing relationships, overseeing financial operations, and ensuring seamless execution across various financial tasks.
Staffing & Recruiting
Hiring Manager
Kyle Gurrieri
Responsibilities
Act as the primary relationship manager for assigned high-net-worth individuals and family entities
Oversee day-to-day financial operations including bill pay, cash flow monitoring, and expense analysis
Coordinate and review monthly and quarterly financial reporting packages
Maintain accurate books and records and ensure timely bank reconciliations
Partner with external CPAs, payroll providers, and advisors on tax filings, projections, and compliance matters
Review payroll activity and related payroll tax filings
Support budgeting, forecasting, and longer-term financial planning initiatives
Respond to client requests with a high level of professionalism, discretion, and urgency
Identify opportunities to improve internal controls, processes, and reporting consistency
Qualification
Required
10+ years of experience in business management, accounting, or family office services
Prior experience working with high-net-worth individuals or closely held entities
Strong understanding of accounting principles, financial reporting, and tax coordination
Hands-on experience with bill pay, cash flow analysis, and expense management
Highly organized, detail-oriented, and dependable
Strong interpersonal skills with the ability to build long-term client relationships
Comfortable working in a fast-paced, high-expectation environment
Proficiency with accounting and tax software (QuickBooks, Lacerte, BNA, or similar)
Company
Navigate Search
At Navigate Search, we engage exclusively with premier businesses and the market’s most sought-after candidates.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
John Gaw
Co-Founder & Managing Partner
Steven Silverman
Co-Founder & Managing Partner
Company data provided by crunchbase