Theprivateoffice
This role involves managing the end-to-end process of pension and investment transfers, ensuring timely completion and proactive stakeholder communication. The successful candidate will take ownership of transfer cases, monitor progress, and resolve delays while maintaining accurate records and adhering to regulatory standards. The position requires strong organizational skills and the ability to build effective relationships with third-party providers and internal teams.
The Private Office (TPO) is an award‑winning, Chartered financial planning firm that delivers fully independent, tailored and unbiased advice for individuals, families and businesses. They provide specialist services across pensions, retirement planning, investments and broader wealth‑management and business financial advice. TPO emphasises bespoke planning and ongoing client support, with digital client access and a team of professional advisers.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Theprivateoffice.
Theprivateoffice didn’t post a salary, so this is our estimate from similar listings.
60% below the average for this role