Private CFO (, IL, United States) Job at Shades of Grey HR, Illinois

bnR4clFtVC9mWGlWY011amZydWV2Q3JC
  • Shades of Grey HR
  • Illinois

Job Description

Job Title: PersonalCFO

Location: Central Illinois

Job type: Part-Time or Fractional ( depends on candidate fit )

Salary: Competitive base + performance incentives

About the Role

A well-established private business family is seeking a highly capable Personal CFO to manage and coordinate the full scope of their personal financial operations. This hands-on role includes oversight of diverse investment portfolios, management of residential and commercial real estate assets, trust administration, tax optimization strategies, and planning for multi-generational wealth transfer. The ideal candidate will have a strong track record in managing sophisticated financial infrastructures for high-net-worth individuals or families. This person will be proactive in identifying financial efficiencies, adept at navigating complex asset structures, and experienced in working closely with legal, accounting, and investment professionals.

Job Responsibilities

Investment Oversight & Reporting

  • Gather data from various investment accounts and track their performance.
  • Help guide decisions about where to allocate capital and manage liquidity needs.
  • Serve as a point of contact for financial advisors and account custodians.

Estate & Tax Planning

  • Work with CPAs and estate attorneys on strategies related to trusts, gifting, and taxes.
  • Keep organized records and ensure compliance across all family-related entities.

Cash Flow & Property Support

  • Monitor income and expenses from personal and investment accounts, including multiple properties.
  • Assist with insurance reviews, ownership (titling) matters, and risk management planning.
  • Create clear dashboards that show assets, debts, and financial reserves.

Governance & Administrative Support

  • Build and maintain financial dashboards and reporting tools for family decision-making.
  • Create contingency plans, standard operating procedures, and systems for internal communication.
  • Support activities related to charitable giving, including foundations and donor-advised funds, if applicable.
Ideal Candidate
  • 7+ years in wealth management, private banking, or single/multi-family office
  • Strong financial acumen across estate planning, investments, tax, and real assets
  • Excellent organizational skills, initiative, and confidentiality
  • Professional designations such as CPA, CFP, or CFA a plus
#J-18808-Ljbffr

Job Tags

Work at office,

Similar Jobs

Dean Garland Inc.

Website Designer (Figma Required / WP is a Plus) Job at Dean Garland Inc.

 ...retention at scale for leading local service-based businesses. Leveraging best-in-class design, targeted marketing, and advanced technology across SEO, digital advertising, high-converting websites, and CRM automation we create impactful digital experiences. We thrive on... 

Apexon

Software Tester Job at Apexon

 ...digital-first technology services firm specializing in accelerating business transformation and delivering human-centric digital experiences. We have been meeting customers wherever they are in the digital lifecycle and helping them outperform their competition through... 

GXO Logistics

Facilities Maintenance Supervisor Job at GXO Logistics

 ...maintenance activities are completed accurately and on time Properly maintain, inspect, and repair machines, equipment, and warehouse facilities in a safe manner Measure work performance, compare results to objectives and take corrective actions; correctly maintain and... 

ICF

Data Scientist, (SME) -Clearance Required (Remote work local to DC Metro or FL) Job at ICF

 ...product teams, and customers to develop prototypes and software productsPractical experience with the Databricks Intelligence PlatformCompTIA Security+ or higher certification level preferredWorking at ICFICF is a global advisory and technology services provider, but we... 

Healthy Living Ventures

Assistant Manager Job at Healthy Living Ventures

 ...franchise locations and are still growing. Be a part of something great and join our team today! As the brand ambassador, the Assistant Caf Manager is responsible for leading the day-to-day operations of the store in the absence of the Cafe Manager and to otherwise...