Job Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

We’re seeking a highly skilled and proactive Senior Accounts Payable Specialist to join our Family Office Accounting team. This role plays a critical part in AP operations and driving process improvements that support scalable and high-integrity financial workflows.

Responsibilities:

• Lead and manage the end-to-end AP process, ensuring timely and accurate vendor payments.
• Review and process complex invoices, ensuring proper coding, documentation, and compliance with internal controls.
• Proactively follow up on outstanding approvals and escalate as needed to maintain payment timelines.
• Maintain organized and audit-ready documentation for all AP activities.
• Build and manage strong vendor relationships, resolving inquiries and discrepancies with professionalism.
• Monitor vendor accounts to ensure payments are current and flag potential issues early.
• Collaborate cross-functionally to clarify purchase details and support seamless workflows.
• Drive improvements in AP procedures, internal controls, and system utilization.
• Support integration of AP processes with broader financial systems and reporting tools.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of progressive accounts payable experience, preferably in a family office or multi-entity environment
• Experience with Bill.com and other AP automation tools strongly preferred
• Deep understanding of accounting principles and AP workflows
• Proficiency in Microsoft Office and AP systems
• Exceptional attention to detail, organizational skills, and problem-solving ability
• Strong communication and interpersonal skills, with a collaborative mindset
• Proven ability to work independently, manage deadlines, and lead process improvements

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.
  
  

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

Wealthspire Advisors is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued. The base salary range for this position is $94,000 – $111,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.