Overview Direct message the job poster from Selby Jennings

Senior Recruitment Consultant | Finance, Accounting, Operations

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

Seniority level

Director

Employment type

Full-time

Job function

Finance and General Business

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