Director, Family Office Services
Green Key Resources
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.
- ...AnnuallySelling Points Lead impactful financial advisory services for high-net-worth families. Drive growth in a dynamic and collaborative... ...focused solutions.Job DescriptionDirector of Family Office OverviewThe Director of Family Office will oversee comprehensive financial...SuggestedWork at office
$100k - $150k
...accounting, tax, and advisory firm with offices across the U.S. and internationally... ...mission is to provide exceptional service while fostering long-term... ...client-focused, and technology-driven Director to join our growing Family Office practice. This individual will...SuggestedFull timeWork at officeLocal area3 days per week$90k - $115k
...Executive Assistant / Office Coordinator Our client, a boutique wealth management and family office firm located in Northern Westchester, is seeking a polished and... ...office. With a reputation for exceptional client service and a highly personalized approach, the firm serves...SuggestedWork at office$140k - $190k
...right place to build a fulfilling career.Join us as a Single Family Office (SFO) Relationship ManagerBBH seeks to hire a business development... ...proprietary investment strategies, value-added family office services, and capital solutions. The individual will be tasked to...SuggestedFull timeWork at officeLocal areaFlexible hours- JOB TITLE: Office Manager JOB TYPE: Full Time DEPARTMENT/PROGRAM... ...hours WHO WE ARE Center for Family Life in Sunset Park (CFL) (... ...nationally recognized social service organization. CFL's mission is... ...planning with the COO and Executive Director. Capital Projects &...SuggestedHourly payFull timeContract workFor contractorsWork at officeLocal areaFlexible hours
- ...York is looking for a candidate to support the Community and Family Services Department. The role includes preparing mailings, managing program... ..., should be a self-starter, and possess basic Microsoft Office knowledge. If you are flexible and task-oriented, apply for this...Work at officeRemote workFlexible hours
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...Family Office Relationship Manager At Armanino, you determine your career path. This means it's possible to pursue challenges you are... ...insight. Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll...Contract workWork at officeLocal areaFlexible hoursArmanino
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...and ultra-high-net-worth individuals and families to enjoy a full life, while enabling... ...using PC; Proficiency in the Microsoft Office Suite including Word, Excel, PowerPoint,... ...the industry’s only global professional services partnership, we combine the personal service...Permanent employmentTemporary workWork at officeFlexible hoursCorient Private Wealth LLC.
New York, NY3 days ago- ...We are seeking an organized, detail-oriented Office Manager to support the daily office operations. This role is central to keeping... ...vendors (e.g., cleaning, maintenance, office supplies, equipment servicing) Coordinate vendor scheduling, service requests, and troubleshoot...Full timeWork at office
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New York, NY1 day ago - ...OVERVIEW The Assistant Program Director (APD) ensures programmatic... ...meet the clients’ safety and service needs. The APD supervises Social... ...As required in a standard office setting Engage in physical activities... .... #J-18808-Ljbffr Jewish Board of Family and Children's ServicesLive inWork at officeLocal area
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...experience dealing with either: National Tax Office work, accounting methods, or operating... ...law.About Our Tax Team: As the largest service line within the firm, EisnerAmper’s Tax Group... ..., as well as high net worth individuals, family offices, not-for-profit organizations,...Full timeWork at officeLocal areaShift work$68.21k - $128.24k
...MUST BE PERMANENT IN THE ADMINISTATIVE DIRECTOR OF SOCIAL SERVICE CIVIL SERVICE TITLE OR BE PERMANENT... ...variety of innovative strategies to help families and individuals successfully exit... ...and judgment, the Director of Field Office (Brooklyn North) is responsible for the...Permanent employmentContract workWork at officeShift work- ...love at a team event. Above all else, the Director of Experience will be a culture carrier,... ...you. We aim to deliver outstanding guest service to our guests and the team by offering timely... ...flock of passionate Guest Servies/Front Office department that aim to provide...Bank staff
- ...per week. The application window for our Fall 2026 Ostrover Family Academic Internship is now open through August 14. Please note... ...the deadline. The Whitney seeks an intern working in the Director’s Office for Fall 2026. To view all internship opportunities and to learn...Full timeWork experience placementInternshipWork at officeMonday to Friday3 days per week
- .... Managed by Stepstone Hospitality Chelsea-New York 10001 Hotel Hayden is seeking an experienced, energetic, and service-driven Director of Front Office to lead our Front Office team. The ideal candidate is a hands-on leader who thrives in a fast-paced hotel environment...Flexible hoursNight shiftAfternoon shift
$100k - $105k
...for an accommodation or an alternative application process. Director of Front Office Full Time New York, NY, US 4 days ago Requisition ID: 1118... ...hospitality standards. This role oversees Front Desk, Guest Services, Bell Services, Door Services, Guest Relations, and...Full time$110k - $130k
Fouquet's New York is seeking a highly motivated Director of Front Office who shares a passion for hospitality. The primary duty will be to administer... ...and courteous manner, providing all guests with quality service prior to and throughout their stay, while maximizing the...Full timeRelocationFlexible hoursNight shiftWeekend work- ...A multi-billion dollar single family office in the Greater New York Area is hiring a Tax Director to report to the family office CFO. A senior tax leadership seat for a professional with 15+ years from another family office, a public-accounting tax partnership serving...Work at office
Andsimple
New York, NY2 days ago - BDO USA is seeking a Tax Senior Manager for Private Client & Family Office Services in New York. This role entails leading the PCS-FOS group, providing exceptional client service, and managing client portfolios effectively. The ideal candidate will have at least eight...Work at office
$146k - $200k
Job Overview The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) leads the PCS‑FOS group and is responsible for building a robust practice, providing exceptional client service, supervising work products, developing new business, mentoring team members...Work at office- ...MUST BE PERMANENT IN THE ADMINISTATIVE DIRECTOR OF SOCIAL SERVICE CIVIL SERVICE TITLE OR BE PERMANENT... ...variety of innovative strategies to help families and individuals successfully exit... ...direction of the Director of the APS Field Office with wide latitude for the exercise...Permanent employmentFull timeWork at officeFlexible hours
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...Corporate Finance & Restructuring segment, the Office of the CFO practice offers solutions for... ...What You’ll DoThe Finance Transformation Director (or Senior Director) will lead teams on... ...within the Finance function, improve service levels and process digitalization / automation...Full timeWork at officeImmediate start$46 - $47 per hour
...appointments, maintenance of files and office routines and procedures. Responsible to... ...Executive Officer of the Corporation, Executive Director, Deputy Executive Director or Senior... ..., management functions and support services functions and ability to direct and supervise...Hourly payFull timeWork at officeNetwork Temp Inc
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