Operations Manager, Family Office

Description

Total Wine & More is seeking an Operations Manager, Family Office to join our Finance & Accounting team in our Bethesda, MD office. This role will play a key role in ensuring that day-to-day operations of the family's personal finances and assets run smoothly. The ideal candidate will bring strong organizational and interpersonal skills, a deep understanding of financial processes, and the ability to manage multiple stakeholders while maintaining confidentiality and professionalism. You will report to the Director, Family Office.

You will

• Manage and monitor the family office financial functions, including budgeting, cash management, AP processes, and basic accounting.
• Develop and implement operational procedures, systems, and controls to improve workflow and manage historical and current data.
• Manage relationships with external service providers, including contractors, real estate, and other third-party professionals.
• Ensure that vendors meet performance standards and service level agreements.
• Oversee the contract management process and ensure compliance with regulatory and legal requirements.
• Manage special projects, including those related to the family's real estate, investments, and philanthropic endeavors.
• Coordinate communication between family members, advisors, and internal teams to ensure project milestones and goals are met.

You will come with

• 5-7 years of operations experience, preferably in an accounting or financial services firm
• Familiarity with accounting software, such as Quick Books or Sage Intacct
• Strong project management skills, including attention to detail, meeting deadlines, and proactively coordinating with stakeholders.
• Excellent communicator with ability to consolidate and report information in a timely, transparent, and organized manner.

We offer

• Paid Time Off (PTO)
• Generous store discounts
• Health care plans (medical, prescription, dental, vision)
• 401(k), HSA, FSA, Pre-tax commuter benefits
• Disability & life insurance coverage
• Paid parental leave
• Pet insurance
• Critical illness and accident insurance
• Discounted home and auto insurance
• College tuition assistance
• Career development & product training
• Consumer classes
• & More!

Grow with us

Total Wine & More is the country's largest independent retailer of fine wine, beer and spirits, and we continue to grow our footprint year over year. Total Wine offers exciting and unique career opportunities across the country and in our corporate office. Our strength is our people. We have a commitment to training and career growth, all in an environment that values new ideas and teamwork. If you share our entrepreneurial spirit and a passion for providing best-in-class customer experience, take a moment to apply or learn more at www.TotalWine.com/About-Us/Careers!

Total Wine & More considers several factors when establishing compensation. Estimated salaries determined by third parties have not been validated by Total Wine & More. The exempt compensation range for this position is $71,700 - $171,000. Compensation may vary based on a number of factors including, but not limited to, market location, job-related knowledge, skills and/or experience.

Total Wine & More is an equal opportunity employer and all qualified applicants will receive consideration for employment without discrimination based on race, color, religion, national origin, sex, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by applicable law. Total Wine & More makes reasonable accommodations during all aspects of the employment process, including during the interview process. Total Wine & More is a Drug Free Workplace.

The information provided above indicates the general nature and level of work required of the position and is not a comprehensive list of all responsibilities or qualifications. Benefits list is only a highlight of some of the benefits offered to team members; eligibility for certain benefits apply.