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High Net Worth Family Jobs (NOW HIRING)

Oliver Wyman

High Net Worth Account Manager

Miami, FL · On-site

High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry ...

Bakertilly

High Net Worth Tax Principal

Philadelphia, PA · On-site

$126K - $159K/yr

We help company executives, business owners, affluent families and family offices, estates and ... Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent ...

Bakertilly

High Net Worth Tax Principal

Lancaster, PA · On-site

$121K - $153K/yr

We help company executives, business owners, affluent families and family offices, estates and ... Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent ...

Bakertilly

High Net Worth Tax Principal

Chicago, IL · On-site

$128K - $162K/yr

We help company executives, business owners, affluent families and family offices, estates and ... Lead compliance and consulting services to high-net-worth individuals, multi-generational affluent ...

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High Net Worth Family information

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$14

$53

$72

How much do high net worth family jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for high net worth family in the United States is $53.73, according to ZipRecruiter salary data. Most workers in this role earn between $46.39 and $61.30 per hour, depending on experience, location, and employer.

What is a high net worth family?

A High Net Worth Family refers to a household whose combined investable assets exceed a certain threshold, typically $1 million or more, excluding their primary residence. These families often require specialized financial management, estate planning, and investment strategies to preserve and grow their wealth across generations. They may work with private banks, wealth managers, and other financial professionals to address complex needs such as tax planning, philanthropy, and succession planning.

What are some common challenges faced by professionals working with high net worth families, and how can they be addressed?

Professionals serving high net worth families often navigate complex financial structures, intergenerational dynamics, and highly personalized service expectations. Challenges can include managing confidentiality, balancing diverse family interests, and ensuring seamless communication among advisors, family members, and external partners. To address these, it is important to establish clear boundaries, maintain proactive and transparent communication, and stay updated on industry best practices in wealth management and family governance. Building trust and understanding each family's unique values and goals is also critical to long-term success in this role.

What are the key skills and qualifications needed to thrive as a high net worth family office manager, and why are they important?

To thrive as a High Net Worth Family Office Manager, you need expertise in wealth management, financial planning, and estate administration, typically supported by a degree in finance or accounting and relevant certifications such as CFA or CPA. Familiarity with portfolio management systems, tax software, and legal compliance tools is crucial. Exceptional discretion, organizational skills, and the ability to build trusted relationships are standout soft skills in this role. These competencies are vital to effectively safeguard and grow family wealth while maintaining privacy and meeting complex, multi-generational needs.

What is the difference between High Net Worth Family vs Wealth Manager?

AspectHigh Net Worth FamilyWealth Manager
CredentialsFinancial planning certifications, estate planning knowledgeFinancial advisor certifications, CFP, CFA
Work EnvironmentPrivate residences, family officesBanking institutions, advisory firms
Employer & IndustryFamily offices, private clientsFinancial institutions, independent firms
Primary FocusManaging family wealth, estate planningInvestment management, financial planning

While both roles involve managing wealth, a High Net Worth Family focuses on overseeing the overall financial well-being and estate planning for a wealthy family, often working closely with multiple generations. A Wealth Manager provides tailored investment advice and financial planning services to high-net-worth individuals, typically working within financial institutions or independent firms.

More about High Net Worth Family jobs
What cities are hiring for High Net Worth Family jobs? Cities with the most High Net Worth Family job openings:
What states have the most High Net Worth Family jobs? States with the most job openings for High Net Worth Family jobs include:
What job categories do people searching High Net Worth Family jobs look for? The top searched job categories for High Net Worth Family jobs are:
High Net Worth Family jobs near you
Infographic showing various High Net Worth Family job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $111,761 per year, or $53.7 per hour.

High Net Worth Account Manager

Oliver Wyman

Fort Lauderdale, FL • On-site

Other

Medical, Retirement

Re-posted 10 days ago

Job description

High Net Worth Account Manager

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a High Net Worth Account Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

This is a hybrid (2 days a week) position, based out of our various region office locations, that may require in person client facing meetings.

As an Account Manager on the High Net Worth team, you'll

  • Inform, educate, and make recommendations to clients, carrier representatives, and underwriters; Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
  • Determine acceptability and placement of coverage and collect premium payments when applicable
  • Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
  • Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
  • Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers.
  • Responsible for documenting and answering client calls, emails and mail transactions.
  • Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
  • Communicates with clients to obtain additional information to complete transactions.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • High school diploma or equivalent
  • Active 2-20 insurance license
  • 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word

These additional qualifications are a plus, but not required to apply:

  • Bachelor's degree or higher
  • Bi-lingual (English/Spanish)
  • Epic or Sagitta system experience
  • Industry Designations

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • Committed to core values
  • Inclusive culture

To learn more about a career at MMA, check us out our website.

Follow us on social media to meet our colleagues and see what makes us tick:

  • Instagram
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    • Who you are is who we are.

    We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

    Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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