Manager, Revenue

Overview

A wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments is seeking a Manager, Revenue. The firm provides integrated services including investment advisory, tax strategy, risk management, estate planning, philanthropic planning, and family governance. With over 20 office locations and $185 billion in client assets under management, the organization has experienced significant growth and focuses on delivering accurate financial management and reporting.

Responsibilities

• Manage end-to-end revenue accounting processes including review, reconciliation, and reporting
• Ensure revenue recognition complies with U.S. GAAP, company policies, and regulatory requirements
• Prepare and review monthly, quarterly, and annual journal entries and reconciliations
• Collaborate with operations, billing, compliance, and client advisor teams to ensure accurate fee recording
• Develop processes with client transitions and FP&A teams related to new business revenue impact
• Oversee and validate revenue and compensation calculations
• Serve as the primary revenue expert during internal and external audits
• Identify and implement improvements to strengthen internal controls over revenue
• Analyze revenue trends and variances and communicate findings to senior leadership
• Support financial statement preparation and related disclosures involving revenue and receivables

Requirements

• Bachelor’s degree in Accounting or Finance; CPA or CPA-track preferred
• 5-7 years of relevant accounting experience including revenue accounting and audit exposure
• Experience in public accounting, external audit, or internal audit strongly preferred
• Strong knowledge of U.S. GAAP, internal controls, and audit readiness
• High attention to detail and accuracy in complex data environments
• Strong analytical, documentation, and organizational skills
• Ability to manage multiple priorities and meet deadlines independently
• Proficiency in accounting systems and advanced Excel skills

Preferred Qualifications

• Experience in wealth management, investment advisory, financial services, or professional services
• Experience in an operating company under private equity ownership
• Familiarity with advisory fee structures, AUM-based billing, and compliance considerations
• Experience supporting SEC or AICPA audits
• Experience with Netsuite and/or Blackline

Compensation & Benefits

• Starting base salary range: $110,000 - $125,000 per year
• Actual compensation will be based on experience, education, specialty, and training
• Eligible candidates may qualify for a discretionary bonus award

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Location

This role is connected through a recruitment platform but the employment relationship is directly with the hiring organization.