Assets Manager-Onsite in Salinas, CA

$100K+ base, plus unique exposure to high-value private assets

A private family office with a diverse asset mix—real estate holdings, investment portfolios, and two ag-sector brands—is looking for a hands-on, detail-loving Asset & Financial Manager. Think: part accountant, part asset whisperer, part internal advisor.

What You’ll Do:

• Track and analyze performance across investments, real estate, and operating businesses
• Build and maintain reporting dashboards that make numbers speak clearly
• Review legal, tax, and estate planning docs with a meticulous eye
• Keep real estate assets compliant, optimized, and well-documented
• Partner with outside pros (CPAs, attorneys, wealth advisors) and coordinate with internal ownership
• Travel to local assets (using company vehicle) to understand what’s on the books and in the ground

You’ll love this if you…

• Come from Big 4, private equity, or family office work and want to see your work matter
• Are obsessive about accuracy, yet flexible when real life throws a curveball
• Want variety—some days are spreadsheets, others are site visits
• Value discretion, integrity, and building long-term wealth

What You Bring:

• 5+ years in accounting, finance, or wealth/estate admin
• Comfort with investment tracking and real estate accounting
• Microsoft Excel ninja skills; bonus if you know QuickBooks or property mgmt tools
• Bachelor’s in Accounting, Finance, or similar
• Valid CA Driver’s License (you’ll travel locally to properties)

This is a rare seat at the table.
You won’t be a cog. You’ll be the person Stakeholders leans on to make smarter, faster financial decisions across a growing portfolio. If you’re ready to level up, let’s talk.

Apply now or reach out to learn more.