Director, Family Office - Selby Jennings

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A boutique multi‑family office based in Boston is looking to build their leadership team by hiring a new Director. Working closely with ultra‑high net worth individuals, you'll lead financial strategy.

Responsibilities:

• Spearhead family office administration and planning.
• Consult on ultra‑high net worth individuals' asset allocation, portfolio structure design, etc.
• Lead and prepare for client meetings, overseeing client servicing activities.
• Support new client onboarding and build client relationships.

Qualifications:

• Bachelor's degree or higher.
• 10+ years of experience in family office, wealth management, estate planning, tax planning, etc., preferably with an Accounting or Law background.
• Series 65 or equivalent certification.
• Advanced certifications/degree preferred.

Seniority level: Director

Employment type: Full‑time

Job function: Other

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