Director, Family Office
4 days ago
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'll 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
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