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Uhnw Family Jobs in Decatur, GA (NOW HIRING)

Truist

Senior Wealth Strategist

Atlanta, GA · On-site

Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with internal and external centers of ...

Truist

Senior Wealth Strategist

Atlanta, GA · On-site

Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets under management at Truist of $25MM and above. Partners with internal and external centers of ...

Oxford Financial GRP

Relationship Manager

Atlanta, GA · On-site

POSITION SUMMARY The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the ...

Osaic

AVP, Financial Planning Experience

Atlanta, GA · Hybrid

$140K - $165K/yr

Partner with leadership on the development, implementation and adoption of additional HNW and UHNW ... family or marital status, physical, mental, and developmental abilities (or the perception of a ...

All JobsUhnw Family JobsUhnw Family Jobs in Decatur, GA

Uhnw Family information

See Decatur, GA salary details

$47.4K

$102.5K

$200.6K

How much do uhnw family jobs pay per year?

As of Jul 29, 2026, the average yearly pay for uhnw family in Decatur, GA is $102,473.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $115,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Uhnw Family position, and why are they important?

To support an UHNW (Ultra High Net Worth) Family in a professional capacity, strong skills in discretion, estate management, financial acumen, and personalized service are essential, typically combined with experience in high-level family office or luxury lifestyle management. Familiarity with CRM tools, estate planning software, and secure communication systems, as well as industry certifications (such as Certified Private Wealth Advisor or Estate Manager Certificate) are often preferred. Exceptional interpersonal skills, adaptability, and the ability to anticipate needs set outstanding candidates apart in these highly personalized roles. These skills and qualities are crucial for maintaining confidentiality, delivering impeccable service, and efficiently managing multifaceted family operations.

What are the main challenges of working in a professional support role for an UHNW Family?

Working in a professional role for an UHNW Family often involves managing a dynamic mix of personal, financial, and logistical responsibilities while maintaining the highest standards of discretion and confidentiality. The work environment can be fast-paced and unpredictable, requiring flexibility to handle last-minute requests and complex travel or event arrangements. Teamwork is essential, as you may collaborate closely with other household staff, advisors, and service providers. Adaptability and a proactive approach are key to navigating the evolving needs and high expectations of UHNW clients.

What is a UHNW Family job?

A UHNW (Ultra-High-Net-Worth) Family job involves working for individuals or families with significant wealth, typically managing their personal, financial, or household affairs. Roles can include estate management, personal assistants, private chefs, security personnel, or financial advisors. These positions require discretion, professionalism, and expertise in handling high-value assets and confidential matters. Duties often vary based on the family's needs and lifestyle.

What are the most commonly searched types of Uhnw Family jobs in Decatur, GA? The most popular types of Uhnw Family jobs in Decatur, GA are:
What are popular job titles related to Uhnw Family jobs in Decatur, GA? For Uhnw Family jobs in Decatur, GA, the most frequently searched job titles are:
What job categories do people searching Uhnw Family jobs in Decatur, GA look for? The top searched job categories for Uhnw Family jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Uhnw Family jobs? Cities near Decatur, GA with the most Uhnw Family job openings:
Uhnw Family jobs near you
Infographic showing various Uhnw Family job openings in Decatur, GA as of July 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $102,473 per year, or $49.3 per hour.

Private Markets Reporting Specialist

Oxford Financial Group, Ltd.

Atlanta, GA • On-site

Full-time

Re-posted 8 days ago

Job description

POSITION SUMMARY

The Private Markets Reporting Specialist is responsible for delivering accurate, timely, and insightful reporting across private market investments, including performance measurement, cash flow tracking, and reconciliation.

DUTIES & RESPONSIBILITIES
  • Perform end-to-end reporting and analysis of private market investments, including private equity, venture capital, hedge funds, and other alternative assets
  • Reconcile investment transactions, capital calls, distributions, fees, and expenses across custodians, managers, and internal systems
  • Track and validate cash flows, ensuring accuracy of investment activity and alignment with underlying fund documentation
  • Calculate and analyze performance metrics, including IRR, TWR (as applicable), and total return
  • Investigate and resolve discrepancies in valuation, pricing, and transaction data
  • Support the production of client-facing reports, including quarterly and ad hoc reporting for UHNW families
  • Partner with internal teams (Client Service, Private Market Services, Operations) to ensure data integrity and reporting consistency
  • Assist in building scalable reporting processes and improving workflows related to private market data aggregation and reporting
  • Troubleshoot reporting issues and provide ongoing support for systems such as Addepar, Canoe, or other reporting platforms
  • Contribute to data governance and documentation of reporting methodologies and procedures

QUALIFICATIONS

  • Bachelor's degree in Finance, Economics, Accounting, or a related field preferred.
  • Three to five years of experience in investment reporting, performance analytics, or operations within wealth management, asset management, or a family office
  • Direct experience with private market investments and related reporting requirements
  • Strong understanding of capital calls, distributions, waterfall structures, and fund accounting concepts
  • Proficiency in performance measurement, including IRR and cash flow-based return methodologies
  • Experience with reconciliation across multiple data sources (custodians, fund managers, internal systems)
  • Familiarity with reporting platforms such as Addepar, Canoe, Arch or similar tools preferred
  • Advanced Excel skills required; experience with data tools or automation is a plus
  • CIPM designation preferred (or progress toward certification)
  • Exposure to data automation, AI tools, or workflow optimization (e.g., using AI for reconciliation support, anomaly detection, or reporting and workflow efficiency) is a plus
  • Ability to leverage AI and automation to improve reporting workflows and data quality is strongly preferred
  • Demonstrated professionalism, discretion, and respect for confidential matters

WORKING CONDITIONS

  • Limited travel as business needs necessitate
  • Long periods of sitting utilizing a computer
  • 100% onsite