Director, Family Office - Selby Jennings

Apply (by clicking the relevant button) after checking through all the related job information below. 1 day ago Be among the first 25 applicants

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

Get notified about new Office Director jobs in Boston, MA .

#J-18808-Ljbffr