A leading and innovative Family Office in Wealth Management is seeking an Executive Director to develop and oversee the management and strategic development of the family office. This person will be working closely with high net-worth clients to assist in their investment needs and will be leading a team of investment professionals, while working in a fast-paced environment.
This person must demonstrate experience in being solution oriented when leading the growth of a wealth management firm and successful managing internal team members while working alongside the CEO. Having in-depth knowledge of family office services and being business savvy, highly diversified, and well-developed in investment and quantitative skills is highly preferred. Also, this person will be responsible for working with clients directly and engaging in the firm's resources to deliver complex and customized wealth management solution to the UHNW and HNW clients.
Some requirements for the role include:
- 10+ years of experience in Family Office/Wealth Management space
- 8+ years of experience in managerial role
- Managing day to day operations to ensure systematic, forward thinking, and disciplined approach to sales management, client acquisition, and servicing clients
- Working with other advisors to obtain new business for the firm and continue to grow a referral network
- Ability to work in a team-oriented and collaborative environment
About the firm:
- Family Office culture
- Competitive compensation package, 401k, benefits
- Additional certifications/degrees are a plus (CFP, CFA, MBA, JD, etc.)
