Director, Family Office

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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. Working closely with ultra‑high net worth individuals, you will 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 Finance and General Business
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Location:
Boston, MA
Salary:
$250
Job Type:
FullTime
Category:
Accountancy

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