Manager, Private Family Services

Job overview

The Manager, Private Family Services role is onsite in Chicago, IL. Compensation is not specified. The position supports Oxford’s Private Family Services team, which provides household management, bookkeeping, reporting, and concierge services to client families. The manager leads the team and oversees client service delivery, financial administration, and service development. The role helps ensure accurate, confidential support for complex family and entity needs while building team capability and improving processes.

What you'll do

• Lead, train, coach, and review PFS staff
• oversee processes and team capacity
• develop service roadmaps and scalable workflows
• evaluate technology solutions
• oversee bill payment, reconciliations, financial reporting, tax coordination, and concierge services
• handle complex client issues
• coordinate with internal teams and external advisors
• travel to the Indianapolis office twice monthly.

What we're looking for

Skills & competencies

manager

private family services

chicago il

oxford financial group

household management

bookkeeping

financial reporting

team leadership

client service

tax coordination

concierge services

twice-monthly indianapolis travel

Work arrangement

• Weekend coverage required

Why this role

Leadership role combining private-family-office services, multi-entity accounting oversight, client service, and process and technology development.

About the employer

Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.