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Family Office Manager Jobs in Puerto Rico (NOW HIRING)

WESTCARE INC

Case Manager (51106)

Caguas, PR · On-site

$19.50 - $25/hr

The Family Tree Program Case Manager is responsible for providing comprehensive case management ... Work is primarily performed in an office or residential treatment setting; and * Some outdoor ...

WESTCARE INC

Case Manager (51106)

Caguas, PR · On-site

The Family Tree Program Case Manager is responsible for providing comprehensive case management ... Work is primarily performed in an office or residential treatment setting; and * Some outdoor ...

FITS LLC

Engineering Program Manager

Ponce, PR · On-site

$110 - $140/hr

Our Next Piece is someone who treats everyone they meet like family, especially our resources ... , quality, and enterprise standards. * Provide clear, concise project status reporting and ...

Wahlburgers

PR · On-site

We are a working class organization, rooted at a family's kitchen table where the only star is the ... Experience in computer systems and web-based systems (ADP, NCR Aloha POS, MS Office 365 (Excel)

FITS LLC

Engineering Program Manager

Ponce, PR · On-site

$126K/yr

Our Next Piece is someone who treats everyone they meet like family, especially our resources ... , quality, and enterprise standards. * Provide clear, concise project status reporting and ...

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Family Office Manager information

What are the key skills and qualifications needed to thrive as a family office manager?

To thrive as a Family Office Manager, you need expertise in financial management, investment oversight, and estate planning, often supported by a relevant degree and experience in wealth management or accounting. Familiarity with portfolio management software, financial reporting systems, and certifications such as CPA or CFP are typically required. Exceptional discretion, organizational skills, and strong interpersonal communication help build trust with family members and coordinate with external advisors. These skills ensure effective stewardship of family wealth, seamless operations, and alignment with the family’s long-term goals.

What are the typical challenges faced by a family office manager when balancing confidentiality with effective team collaboration?

As a Family Office Manager, maintaining strict confidentiality around family affairs while fostering open communication within the team can be challenging. You will often handle sensitive financial and personal information that must be protected, even as you coordinate with accountants, investment advisors, and administrative staff. Successfully navigating this balance requires strong discretion, well-defined internal protocols, and clear boundaries about information sharing. Establishing trust with both the family and your team members is key to creating an efficient and secure work environment.

What is the difference between Family Office Manager vs Wealth Advisor?

AspectFamily Office ManagerWealth Advisor
CredentialsFinancial certifications (e.g., CFP, CFA), experience in estate planningFinancial certifications (e.g., CFP, CFA), investment expertise
Work EnvironmentPrivate family offices, high-net-worth individualsFinancial institutions, advisory firms, independent practice
Employer & IndustryFamily offices, private wealth managementFinancial advisory firms, banks, independent advisors
Primary FocusManaging family assets, estate planning, administrative tasksProviding investment advice, financial planning, portfolio management

While both roles serve high-net-worth clients, a Family Office Manager oversees the comprehensive management of a family's wealth and administrative needs, whereas a Wealth Advisor focuses primarily on investment strategies and financial planning. The Family Office Manager handles a broader scope of responsibilities within a private setting, often working directly for a single family, while the Wealth Advisor typically works with multiple clients in a professional advisory firm.

Do family office managers pay well?

Family office managers typically earn high salaries due to the specialized nature of their role managing complex financial and estate matters for wealthy families. Compensation varies based on experience, location, and the size of the family office, with many earning six-figure salaries and additional bonuses or benefits. Strong financial, organizational, and communication skills are essential for success in this role.

What does a family office manager do?

A family office manager oversees the financial and administrative affairs of a wealthy family, including investment management, estate planning, tax coordination, and household staff. They coordinate with financial advisors, legal professionals, and other specialists to ensure the family's wealth is preserved and efficiently managed, often working in a confidential and highly organized environment.

What are the most commonly searched types of Family Office jobs in Puerto Rico?

The most popular types of Family Office jobs in Puerto Rico are:

What are popular job titles related to Family Office Manager jobs in Puerto Rico?

For Family Office Manager jobs in Puerto Rico, the most frequently searched job titles are:

What cities in Puerto Rico are hiring for Family Office Manager jobs?

Cities in Puerto Rico with the most Family Office Manager job openings:

Family Office Manager jobs near you
Infographic showing various Family Office Manager job openings in Puerto Rico as of August 2026, with employment types broken down into 2% As Needed, 78% Full Time, 17% Part Time, and 3% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution.

Assistant Location Manager

Service Corporation International

Bayamon, PR

Full-time

Re-posted 26 days ago

Service Corporation International rating

6.7

Company rating: 6.7 out of 10

Based on 94 frontline employees who took The Breakroom Quiz

5th of 9 rated funeral services

Job description

Our associates celebrate lives. We celebrate our associates.

As a seasoned practicing Funeral Director, under the guidance of a Location Manager, learn the responsibilities of a Location Manager for the opportunity of career advancement. Assist the Location Manager with the daily operations of a Funeral Home including planning, achieving annual sales revenue and production targets, encourage profitable case volume growth, Profit & Loss (P&L) goals, manage expenses, developing a professional and effective staff, and exceeding client family expectations. Assist and direct the business operations as if it were your own.

JOB RESPONSIBLITIES

Funeral Director

  • Arranges and conducts funeral services in accordance with the family's desires, expectations, and spiritual beliefs.
  • Discusses family's wishes, funeral options, services, products, and pricing with deceased family. Identifies and communicates special veteran or recognition benefits. Executes funeral services contracts and documents in accordance with state and federal laws.
  • Through community and non-profit involvement, retains heritage, increases good will, and indirectly increases market share.
  • Additional responsibilities associated with Funeral documents, arrangements, services, and post family care.

Location Management

Financial Management

  • Work with Location Manager to develop annual business plan and budget as well as financial, production and revenue goals.
  • Run reports, analyze, identify trends, and make observations or improvement recommendations to Location Management.
  • Understand industry finances, how daily activities affects financial outcomes. May approve expenditures and invoices including overtime.

Operations

  • Assist the Location Manager with the day-to-day activities ensuring on-time services that exceed client family expectation. Identify barriers, encourage ideas, and recommend improvements. Assure the location's operating practices comply with applicable federal & state regulations and Company policies.
  • Manage frontline supervisor's responsibilities, expectations, and accountabilities. Make decisions that support and reinforce the company's market strategies, values, and goals.
  • In absence of the Location Manager, full-fil appropriate daily responsibilities and decision-making.
  • Additional responsibilities as requested or assigned.

People Development

  • Screen, interview, and assess candidates (internal and external) for hiring or promoting a skilled and effective staff.
  • Develop a strong, trusting, and reliable team through influence and leading by example, having indirect responsible for staff. Constructively address issues and provide tangible and appropriate feedback to develop skills and/or close gaps. Monitor training and licensing requirements ensuring staff is re-trained/licensed prior to expiration.

Education, experience & Skills

Education, Certifications, and Licensure

  • Applicable state Funeral Director Licensure is required; Technical schooling diploma Funeral Services/ Mortuary Science preferred; Bachelor's degree in Mortuary Science where required by state law.

Experience

  • At least five (5) years industry experience in the applicable discipline with progressively increasing responsibilities with an understanding of industry competitive pricing, demographic patterns, and market competition
  • Desire to learn, understand and apply Financial and Business acumen
  • Professional interpersonal skills as well as cultural sensitivity and tactfulness to interact with a variety of cultures and language barriers

Skills

  • Proficient in MS Office suite including mail, word, excel, & power point as well as proprietary industry software (HMIS, CarePoint, Becan)
  • Environment: Work may be performed both indoors and outdoors regardless of weather conditions; Care Center personnel may have exposure to various chemicals and fluids; cemetery personnel may have exposure to chemicals and equipment.
  • Attire: Business attire is required. Personal safety equipment or appropriate attire may be required for cemetery or crematory environment
  • Physical Demands: Sitting continuously for multiple hours or standing continuously for multiple hours. Manual dexterity to operate standardized office equipment, telephone, calculator, copier, and computer. Ability to lift up to 50lbs to assist with moving bodies
  • Extenuating Schedule: Typically required to work several evenings or weekends each month
  • Travel: minimal local
Postal Code: 00958Category (Portal Searching): OperationsJob Location: US-PR - Bayamon

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