Director, Family Office
New Today
A boutique multi family office based in Boston is looking to build their leadership team by hiring a new Director.
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
- Location:
- Boston
- Salary:
- $250,000 +
- Category:
- Finance
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