Director, Family Office Services

Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type HybridJob Reference 0000020384Salary Type AnnuallyIndustry Financial ServicesSelling Points Lead impactful projects at a growing family office services practice. Collaborate with experts to deliver exceptional service to ultra-high-net-worth clients. Drive innovation and operational excellence in a dynamic environment.Job DescriptionDirector, Family Office Services OverviewThe Director, Family Office Services will lead and scale the practice, ensuring exceptional service delivery to ultra-high-net-worth clients.Collaborate with the Head of Family Office Services to oversee complex engagements and develop operational infrastructure.Provide actionable insights by organizing fragmented financial data and enhancing client visibility.Mentor and develop team members, fostering a culture of accountability and excellence.Champion technological innovation to improve efficiency, scalability, and client experience.Support ultra-high-net-worth clients with trust, estate planning, governance, and financial decision-making.Identify opportunities to enhance service offerings and increase value delivered to clients.This role offers significant growth opportunities as the practice expands.Director, Family Office Services Key Responsibilities & DutiesLead day-to-day execution of family office engagements, ensuring accuracy and responsiveness.Develop and refine workflows, policies, and service standards for the team.Supervise and mentor team members, including accountants and associates.Analyze complex financial statements and consolidate information across various entities.Coordinate with external advisors for tax planning and compliance.Assist clients with budgeting, forecasting, and liquidity management.Support projects involving trusts, estate planning, and private investments.Implement technology solutions to enhance operational effectiveness and reporting.Director, Family Office Services Job RequirementsBachelor's degree in Accounting, Finance, Economics, or related field.Minimum of 8 years of experience in family office services or related disciplines.Demonstrated ability to analyze and interpret complex financial statements.Proficiency in Microsoft Excel and financial technology tools.CPA designation is strongly preferred.Experience supporting ultra-high-net-worth individuals and families.Strong leadership, communication, and project management skills.Familiarity with trusts, partnerships, and private investments.