Project Manager

Role Summary :

Terracegate is seeking a well-rounded professional to oversee client relationships and global operations for one of our Family Office clients. The role requires a mix of client engagement, project management, operational oversight, and cross-border coordination. This individual will act as a strategic partner to the leadership team, driving execution across key business, investment, and operational initiatives.

You will collaborate closely with senior leadership, legal and deal teams, and investors across multiple geographies to ensure smooth delivery, compliance, and communication. This is a client-facing, execution-driven role that blends strategic thinking with hands-on operational management.

Key Responsibilities :

Client Relationship & Communication

• Serve as the primary client contact for global operations, investments, and reporting.
• Build and manage relationships with family principals, investors, and partners across regions.
• Support investor relations through preparation of investor communications, reports, and presentations.
• Coordinate with clients and external advisors (legal, tax, and compliance) to ensure timely deliverables and clear communication.

Project & Operations Management

Strategic & Business Initiatives

Technology & Process Enablement

Required Skills and Qualifications :

Skills & Attributes

Company Description

Terracegate is a leading service provider to global family offices and wealth management firms. We provide accounting services for investments including complex private investments. To service the needs of families, Terracegate offers bill payment and accounting for disbursements. Further supporting the family, we offer related tax support or litigation support, sophisticated security trading accounting (including middle and back office functions) and accounting for family management company vehicles