Private Client Accounting and Payment Services Lead (Fintech)

TL;DR

Private Client Accounting and Payment Services Lead (Fintech): Implementing and leading a new comprehensive private client accounting and payment services offering for Ultra-High-Net-Worth (UHNW) clients with an accent on complex family structures and multi-entity financial management. Focus on building a high-performing team, leveraging agentic AI for operational excellence, and scaling a best-in-class service model.

Location: Must be based in Dallas, TX, United States

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Lead the implementation and strategy of a new private client accounting and payment services practice.
• Manage end-to-end bill payment processes, multi-entity accounting, and general ledger maintenance for UHNW clients.
• Recruit, develop, and lead a high-performing team of accounting and bill pay specialists.
• Leverage agentic AI technology to scale service delivery and improve quality.
• Produce detailed financial reports, cash flow analyses, and budgets for complex entities like trusts and LLCs.
• Collaborate with Private Wealth Advisors, legal, and tax professionals to integrate services into broader wealth management objectives.

Requirements

• Bachelor's Degree in Accounting or Finance required.
• 10-15 years of progressive experience in accounting or family office operations, with 5-7 years focused on UHNW clients.
• Deep expertise in complex multi-entity accounting (Trusts, LLCs, LPs).
• Advanced proficiency with accounting software such as QuickBooks, Sage Intacct, or NetSuite.
• Must obtain SIE, Series 7, and Series 63 exams within the first 3 months of employment.
• Ability to work onsite in Dallas, TX.

Nice to have

• ACCA or CPA certification.
• Experience with state and federal tax matters.
• Background in investment reporting or alternative assets.

Culture & Benefits

• Competitive benefits and wellness offerings for full-time employees.
• Commitment to diversity, inclusion, and professional growth.
• Access to firmwide networks, training, and development programs.
• Collaborative, client-centric team environment.