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