UHNW Client Support Director

5 days ago


New York, New York, United States International Search Consultants Full time
About the Opportunity:
We are seeking a seasoned professional to join our New York office as a Director, Family Offices Services. In this role, you will be responsible for managing and administering the day-to-day activities of a select portfolio of UHNW clients. This includes reviewing all new trusts, performing annual trust audits, and ensuring compliance with regulatory requirements. You will also be responsible for managing and administering philanthropic giving for clients, overseeing property management domestic and abroad, and providing strategic review of all money movements such as bill pay, payroll, and distributions.

About You:
To be successful in this role, you will need to have a strong understanding of financial services and the ability to interface with key stakeholders. You will also need to have excellent communication and organizational skills, as well as the ability to work independently and as part of a team. The estimated salary for this role is $150,000 - $200,000 per year, depending on experience.

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