Director, Family Office

9 Days Old

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
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Location:
Boston, MA, United States
Job Type:
FullTime
Category:
Finance

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