Family Office Director

Overview We are seeking a Family Office Director to lead the establishment and ongoing management of a newly formed, first-generation family office based in Rye, NY. This is a unique opportunity to serve as the foundational hire, working closely with a closely held family to design, build, and operate a thoughtful, well-governed family office aligned with the family’s long-term objectives. The Director will act as a central integrator across the family’s financial, legal, and operational ecosystem, with a particular emphasis on financial oversight, reporting integrity, and coordination across external providers. This individual will partner with a network of advisors while implementing the infrastructure, processes, and controls necessary to support long-term stewardship. This role reports directly to the Board of Directors, including the family’s patriarch and matriarch, and requires a high degree of judgment, discretion, and ownership. Responsibilities Family Office Development & Leadership Lead the design and build-out of the family office, including structure, workflows, and operating model Establish processes, controls, and documentation to support a well-governed and scalable infrastructure Implement appropriate processes and internal controls across financial and operational activities Serve as a trusted partner to the family, proactively identifying creative solutions to personal and business-related challenges Serve as the central integrator across the family’s advisory ecosystem, including tax advisors, estate attorneys, private banking partners, accounting/reporting providers, trustees, and investment managers Ensure financial, tax, and investment reporting across providers is aligned, consistent, and clearly understood Identify gaps, overlaps, or inefficiencies across advisors and recommend improvements Work closely with trustees, money managers, and other advisors to support coordinated decision‑making and execution Oversee and coordinate all financial reporting activities across the family’s accounts, entities, and investment structures, partnering with external providers to ensure accurate, timely, and high‑quality deliverables Review and interpret financial statements (balance sheets, income statements, cash flow statements), identifying key insights, discrepancies, and areas requiring follow-up Support cash flow forecasting and liquidity planning, incorporating anticipated expenses, investments, and distributions Oversee bill payment processes with a focus on accuracy, approvals, and appropriate controls (not day‑to‑day processing) Governance & Reporting Support the preparation of Board of Directors materials, including financial summaries, reporting packages, and key business updates, with experience presenting to boards, preparing for meetings, and participating in board discussions Help establish a regular cadence for communication, reporting, and decision‑making Ensure alignment across family members, trustees, and advisors through structured communication and documentation Charitable Foundation Oversight Oversee financial administration for the family’s charitable foundation, including cash management, grant disbursements, and audit coordination Coordinate with external advisors and administrators to ensure compliance with applicable regulations and reporting requirements Support tracking and organization of grant activity, commitments, and related documentation Project Management & Infrastructure Lead and coordinate projects on behalf of the family, primarily related to financial, operational, and administrative priorities Anticipate needs and proactively address issues in a thoughtful and efficient manner Evaluate and implement systems to support financial tracking, reporting, and document management Establish organized, secure, and accessible data management practices across financial, legal, and operational records Maintain comprehensive and well‑organized records of financial transactions, entity documentation, and investment‑related materials Qualifications Bachelor’s degree required; CPA or equivalent accounting expertise strongly preferred Minimum of 10 years of experience within a family office, multi‑family office, wealth management firm, or professional services environment, with experience supporting high‑net‑worth individuals and coordinating across multiple advisors Strong foundation in accounting and financial oversight, with the ability to review, interpret, and synthesize complex financial information across multiple entities and providers Demonstrated ability to operate in a dynamic, hands‑on environment and manage a broad range of responsibilities with sound judgment Proven experience building or improving processes, systems, and operational infrastructure, with a proactive, solutions‑oriented mindset Strong interpersonal and communication skills, with the ability to build trust and effectively engage with family members, trustees, and external advisors High level of integrity, discretion, and professionalism in managing confidential and sensitive information Technologically proficient, with experience leveraging systems and tools to enhance reporting, organization, and efficiency Job Details Job Type: Full Time, Hybrid (expected on average 3 days per week in‑person); office located in Rye, NY Compensation: Annual compensation range of $250,000 – $300,000, based on experience and qualifications, with comprehensive benefits #J-18808-Ljbffr