Director, Family Office Services

4 weeks ago

Dallas, United States International Search Consultants Full time
Job DescriptionJob Description

Director, Family Office Services

Dallas, TX

ISCs team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments.

Due to growth, the firm is looking for aDirector, Family Offices Servicesto join the Dallas office. The Family Office Services team provides a unique and high touch service offering to select Ultra-High Net Worth individuals and families looking for personalized Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients.

Responsibilities:

  • Provide strategic oversight for extended services for select portfolio of clients.
  • Serve as a key contributor in partnership with Client accounting firms in the creation of annual budget and reporting.
  • Review all new trusts and perform annual trust audits to ensure regulatory requirements are met in addition to maintaining and updating all estate planning documents.
  • Manage and administer philanthropic giving for client.
  • Oversee management of all properties domestic and abroad with regard to communication and property manager coordination including new construction ventures.
  • Provide strategic review of all money movements such as bill pay, payroll, and distributions for UHNW clients.
  • Monitor and audit internal processes to ensure efficiency and compliance with required regulations.
  • Serve as main point of contact for auditing agencies.
  • Advocate for the Family Office Services team as the face of the department, interface with key Executive Leadership and Client Advisors on benefits of these services to provide occasional support in perspective client meetings.
  • Manage and lead ad hoc projects as needed by clients.

Requirements:

  • Bachelors Degree in Accounting or Finance.
  • 10 years experience providing UHNW client support with a financial institution, law firm, or family office.
  • CTFA or CPA preferred. JD welcomed, but not required.
  • Experience with Partnerships and LLCs. Exposure to Trusts/Estates and Tax prep required.
  • Experience in multiple property management and employee oversight a plus.
  • Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role.

Rewards:

  • Opportunities to work with large, complex portfolios and direct client interaction with UHNW individuals/families/endowments.
  • Tremendous long-term career opportunity with continued growth and professional development.


  • Analyst - Client Services

    1 week ago

    Dallas, United States Matter Family Office Full time

    Job Description We view the Analyst - Client Service position as the start of a rewarding, challenging career at Matter Family Office. The majority of your time in your first few years is spent supporting multiple client families of various complexity levels as a part of our client teams along with our Financial Consultants, Directors, and Partners. As the...

  • Director, Permanency Services

    2 weeks ago

    Dallas, United States Texas Family Initiative LLC Full time

    Job DescriptionDescription***Average salary rate is $80,000 (including wage, incentives, bonuses, overtime, shift differential, etc.)***Do you like working with children and families?  Texas Family Initiative LLC has the job for you!We are seeking a full time Director of Permanency Services to add to our team! The ideal candidate would have a master’s...

  • Client Service Consultant

    1 week ago

    Dallas, United States Matter Family Office Full time

    Company Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...

  • Office Services Lead

    1 week ago

    Dallas, United States Intelligent Office Full time

    Williams Lea is hiring for an Office Services Lead for our Dallas office to work Monday to Friday 8:30 am to 5:30 pm! Pay: $25.00/hour Benefits: Various health insurance options & wellness plans (Medical, Dental, Vision, Prescription Drug) 401k Retirement Savings Plan Including Employer Match Paid Time Off (PTO) Life Insurance Paid Parental...

  • Director Of Clinical Services

    7 days ago

    Dallas, United States Stealth Recruiting Services Full time

    Job DescriptionJob Description95k to 100kJob DescriptionThe Director Of Clinical Services is responsible for overseeing and directing the patient care operations of the home care facility.This includes: coordinating and completing assigned projects to effectively support the immediate and long range objectives of the company; oversight of the eligibility of...

  • Director, Permanency Services

    3 weeks ago

    Dallas, TX, United States Texas Family Initiative LLC Full time

    Description***Average salary rate is $80,000 (including wage, incentives, bonuses, overtime, shift differential, etc.)***Do you like working with children and families?  Texas Family Initiative LLC has the job for you!We are seeking a full time Director of Permanency Services to add to our team! The ideal candidate would have a master’s degree in the...

  • Head of People Services

    6 days ago

    Dallas, United States The Family Place Full time

    Job Details Job Location Dallas, TX Position Type Full Time Education Level 4 Year Degree Travel Percentage None Job Shift Day Job Category Human Resources Description Summary: The Family Place has an immediate opening for the Head of People Services (HR), which will report directly to the SVP, Operations and be a member of the executive leadership team. In...

  • Business Development Director/Officer

    2 weeks ago

    Dallas, United States Lane Gorman Trubitt Full time

    Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting...

  • Business Development Director/Officer

    7 days ago

    Dallas, United States Lane Gorman Trubitt Full time

    Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting...

  • Head of People Services

    4 days ago

    Dallas, United States The Family Place Full time

    Job DetailsJob Location Dallas, TX Position Type Full Time Education Level 4 Year Degree Travel Percentage None Job Shift Day Job Category Human Resources DescriptionSummary: The Family Place has an immediate opening for the Head of People Services (HR), which will report directly to the SVP, Operations and be a member of the executive leadership team. In...

  • Business Development Director/Officer

    4 days ago

    Dallas, United States Lane Gorman Trubitt Full time

    Founded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting...

  • CFO - Family Office

    2 weeks ago

    Dallas, United States Dagen Full time

    Chief Financial Officer – Family OfficeCompany Profile:A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.CFO Role:The CFO reports directly to the...

  • CFO - Family Office

    2 weeks ago

    Dallas, United States Dagen Full time

    Chief Financial Officer – Family OfficeCompany Profile:A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.CFO Role:The CFO reports directly to the...

  • CFO - Family Office

    2 weeks ago

    Dallas, United States Dagen Full time

    Chief Financial Officer – Family OfficeCompany Profile:A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes.CFO Role:The CFO reports directly to the...

  • Director Front Office

    1 month ago

    Dallas, Texas, United States The Beeman Hotel Full time

    Job SummaryAs a Director of Front Office you would be responsible for directing and administering of all Front Desk operations in the hotel's continuing effort to deliver outstanding guest service and financial profitability. Provides assistance with rooms financial reporting as needed and provides directional support and guidance to the property Guest...

  • Family Support Services Coordinator

    1 week ago

    Dallas, United States Texas Family Initiative LLC Full time

    Description Average hourly rate is $15.50 (including wage, incentives, bonuses, overtime, shift differential, etc.) Do you like working with children and families? Do you want a position with hybrid capability? Then TFI Family Services has the job for you! We are looking for full-time Permanency Support Workers to add to our Dallas team! All you need is...

  • Hospice Executive Director, RN

    2 weeks ago

    Dallas, United States Curo Health Services Full time

    Our Company New Century Hospice, part of the Gentiva family of hospice, home health, palliative, and community care providers, focuses on clinical excellence with compassion and dignity. Our company culture centers around humility, servant leadership, empathy, and innovation while we serve as a leader in the home care industry. Our people and our patient...

  • Executive Director Specialist RN

    2 weeks ago

    Dallas, United States Curo Health Services Full time

    Executive Director Specialist RNOur Company Gentiva Hospice is a member of the Gentiva family - an industry leader in hospice, palliative, home health, and personal home care. Our place is by the side of those who need us, offering physical, spiritual and emotional support to patients and their families so they may make the most of every moment. We believe...

  • Assistant Director of Student Account Services

    4 weeks ago

    Dallas, United States Dallas Baptist University Full time

    Basic Requirements: * Must be a Christian who is a member of a church that holds Jesus Christ to be their Lord and Savior, and who holds solely the Old Testament and the New Testament as sacred Scriptures. * Bachelor's degree (BBA, BA or BS) degree required. Preferred concentration in Finance, Accounting, Business Administration, or related field. General...

  • CFO - Family Office

    4 days ago

    Dallas, TX, United States Dagen Full time

    Chief Financial Officer – Family Office Company Profile: A Dallas, Texas-based family investment firm that invests the assets of the family and related parties. The firm is active in small cap and special situation public equity, lower middle market private equity, real estate, funds, and other investment classes. CFO Role: The CFO reports directly to...