Family Office Strategist - Managing Director
Jobtailor
- Serve as the firm's Family Office specialist, providing guidance on family office structures, governance, operating models, and best practices.
- Lead sophisticated discussions with clients, family members, and professional advisors regarding the evolving needs of complex family enterprises.
- Deliver thought leadership and education on issues impacting Family Offices, including organizational design, generational transitions, investment trends, and operational effectiveness.
- Drive growth of the Family Office business by identifying opportunities across existing and prospective client relationships.
- Expand market share within the ultra-high-net-worth and Family Office segment through proactive opportunity identification and strategic relationship development.
- Increase penetration of key solutions, including alternative investments, private markets, strategic capital, treasury, and banking capabilities.
- Serve as a central point of coordination across the broader Bank of America platform to deliver integrated solutions for Family Office clients.
- Facilitate collaboration with partners across Investments, Credit, Treasury, Global Markets, Global Commercial Banking, Global Corporate & Investment Banking, Trust and Estate Planning, and Philanthropic Solutions.
- Ensure clients can effectively access the full breadth of enterprise capabilities through a coordinated and seamless experience.
- Engage current and future family leaders through educational programs, governance discussions, and relationship-building initiatives.
- Support families navigating generational transitions and evolving leadership dynamics.
- Advance strategies designed to strengthen long-term retention, connectivity, and growth across multiple generations.
- Promote Family Office operating capabilities, technology solutions, treasury infrastructure, and service models that improve efficiency and scalability.
- Identify emerging industry trends and client needs to inform strategic direction and platform development.
- Contribute to initiatives that enhance the Private Bank's Family Office value proposition and competitive positioning.
Requirements
- 10+ years of experience serving Family Offices, UHNW clients, institutional investors, or complex wealth management relationships.
- Deep understanding of Family Office governance, operations, investment management, credit, treasury, and wealth structuring solutions.
- Proven business development and consultative sales experience with a demonstrated ability to drive growth and influence outcomes.
- Strong commercial mindset with the ability to identify opportunities and translate client needs into integrated solutions.
- Exceptional communication, executive presence, and relationship management skills.
- Ability to navigate complex organizations and mobilize resources across multiple business lines.
- Demonstrated success working with sophisticated clients, family principals, and external professional advisors.
- Self-motivated, highly collaborative, and comfortable operating in a dynamic, growth-oriented environment.
- Series 7, 63, 65, 66 preferred.
Core Competencies
Demonstrates expertise in Family Office governance, operations, and investment management, with a strong focus on business development and relationship management. Capable of driving growth through strategic opportunity identification and delivering integrated solutions for ultra-high-net-worth clients.
Highest-signal resume keywords
- Family Office Governance
- Business Development
- Investment Management
- Relationship Management
- Consultative Sales
ATS Optimization Keywords
Hard Skills
- Family Office Structures
- Operating Models
- Wealth Structuring Solutions
- Alternative Investments
- Private Markets
- Treasury Infrastructure
- Operational Effectiveness
- Generational Transitions
- Market Share Expansion
- Strategic Capital
Soft Skills
- Exceptional Communication
- Executive Presence
- Relationship Building
- Self-Motivated
- Collaborative
Certifications & Qualifications
- Series 7
- Series 63
- Series 65
- Series 66
Industry Keywords
- Ultra-High-Net-Worth
- Family Office Segment
- Complex Wealth Management
- Investment Trends
- Client Relationships
- Philanthropic Solutions
- Credit
- Global Markets
- Trust and Estate Planning
- Private Bank
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Family Office Strategist - Managing Director in Illinois vacancy
$209k - $327.9k
...Family Office Strategist – Role Overview We are looking for a senior specialist to expand and deepen our Private Bank’s Family Office business... ...UHNW clients, institutional investors, or complex wealth management relationships. ~ Deep understanding of Family Office...Work at officeWork from homeBank of America
Chicago, IL14 hours ago- ...A Chief Executive Officer for a Chicago-based single family office, reporting directly to the Principal, leading a small family office team and external advisors across financial management, operations, tax and estate liaison, HR, risk, philanthropy and aviation assets...Work at office
Andsimple
Chicago, IL14 hours ago - ...A premier family office based in Chicago is seeking an exceptional Executive Personal Assistant / Chief of Staff to support the principal. The role involves optimizing scheduling, managing estates, overseeing financial administration, and planning global travel. Ideal...Work at office
State Partners LLC
Chicago, IL14 hours ago $164.6k - $288k
...most successful individuals, families, and institutions by remaining... ....The Senior Balance Sheet Strategist is responsible for leading the... ...functions, including Asset Liability Management (ALM), Liquidity, Investment... ...time between working in the office and working from home....Work at officeFull timeH1bWork from homeFlexible hours$106.08k - $164.12k
...Responsible for leading and managing the development of practice and... ...closely with the Pursuits Director, other senior members of the... ...Strong abilities in Microsoft Office applications, particularly PowerPoint... ...up to ten paid holidays, and family care benefits. More...Work at officeFull time$150k - $250k
...investment banking, securities, investment management and wealth management services. The Firm... ..., and individuals from more than 1,200 offices in 43 countries. As a market leader, the... ...(UHNW) resources group (branded as Family Office Resources or “FOR”) is within Morgan...Work at officeTemporary workLocal areaWorldwide- ...to amplify business development, account management, and thought leadership within CapTech.... ...health coverage, disability insurance, paid family leave and more, we’ve launched extended... ...in a client location or a CapTech office as requested. We allow CapTech employees...Work at officeRemote workVisa sponsorshipWork visaFlexible hours
- ...Description POSITION SUMMARY As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing... ...planning documents. Provides guidance for Wealth Strategist in oversight of the administration of various family...Work at office
$270k - $310k
Fitch Ratings is currently seeking a Managing Director - U.S. & Canada Corporates, Industrials based out of our Chicago office. The role reports to the Head of U.S. & Canada Industrials... ...wellbeingSupportive Parenting Policies: Family-friendly policies, including a generous...Work at officeTemporary workImmediate startShift work3 days per week$215k - $225k
...#LifeatRealChem.We are seeking a Managing Director, Analytics & Insights to... ..., based in any of our US offices—including Boston, Chicago, Carmel... ...with senior communications strategists, digital and social teams,... ...you the support you and your family need at every stage of life....Work at officeWork experience placementLocal areaRemote workShift work2 days per week$200k - $230k
...Summary:Real Chemistry is looking for a Managing Director to join our growing team!The Managing... ...a hybrid role, based in any of our US offices—including New York City, Boston, Chicago... ...designed to give you the support you and your family need at every stage of life. Real...Work at officeWork experience placementLocal areaRemote work2 days per week$60.8k - $84k
...Overview As a Paid Search Strategist, you'll help drive the development... ...‑functional teams, you'll manage campaign performance, identify... ...convenience retail Benefits Paid Family Care for parents and... ...anywhere; Publicis Groupe has an office for up to six weeks a year (based...Work at officeTemporary workFreelanceLocal areaFlexible hoursShift workPublicis Groupe Holdings B.V
Chicago, IL3 days ago$280k - $378k
...West Monroe has an opportunity for a Managing Director-level leader with deep cybersecurity expertise... ...governance, secure AI adoption, CISO office modernization, offensive and defensive... ...salary scale. Employees (and their families) are covered by medical, dental, vision...Work at officeLocal areaImmediate startFlexible hoursSocket.dev
Chicago, IL4 days ago$180k - $210k
...us on this journey.Fitch Ratings is seeking a Managing Director to join the Global CMBS group in our New York or Chicago office.About the Team:Join a leadership team focused... ...wellbeingSupportive Parenting Policies: Family-friendly policies, including a generous global...Work at officeTemporary workImmediate start3 days per week$59.85k - $82.74k
...analysis. · Organized, detail-oriented and able to manage multiple projects in a fast-paced environmen Benefits Paid Family Care for parents and caregivers for 12 weeks or... ...to work from anywhere Publicis Groupe has an office for up to 6 weeks a year (based upon...Work at officeTemporary workFreelanceLocal areaFlexible hours$82.8k - $133.5k
SEARCH STRATEGIST - CORPORATE OFFICE (CHICAGO, IL / BEDMINSTER, NJ / AUSTIN, MN) HORMEL FOODS CORPORATION... ...opportunities and risks. Campaign Management & Optimization Fully manage search marketing... ...as a protected veteran or spouse/family member of a protected veteran; or...Work at officeImmediate startWorldwideRelocation package$110k - $170k
...We’re About At its core, the Deployment Strategist role centers around using data in operational... ...-up care for all parents Fertility and family building benefits including but not... ...we encourage employees to work from our offices to foster connectivity and innovation. Many...Work at officeFull timeWork experience placementRemote workWork from homeRelocation package$97k - $189k
...are used to their fullest potential. The Managing Director Strategic Claim Oversight leads the... ...business results. Knowledge of Microsoft Office Suite and other business-related... ...package to help our employees - and their family members - achieve their physical, financial...Work at officeFull timeWork experience placement$166.23k - $180k
...This position is an onsite role based out of our Chicago, Office* Managing Director, Project Management ServicesAbout youWe’re looking for a Managing... ...practices preferred..BenefitsEmployees (and their families) are provided options for employer subsidized medical benefits...Work at officeFull timeTemporary workFor contractorsLocal areaVisa sponsorshipWork visaFlexible hours$145k
...Akuna in their hometown of Sydney. They opened the firm’s first office in 2011 in the heart of the derivatives industry and the... ...Shanghai, London, and Singapore. What you’ll do as a Quantitative Strategist at Akuna: Akuna's Quantitative Trading and Research team is looking...Work at office$85k - $240k
A leading investment firm in Chicago is seeking a Vice President for their Private Family Office as a Financial Planning Advisor. The role requires a minimum of 7 years of relevant experience and advanced financial expertise. You will work closely with ultra-high net worth...Work at office$120k - $180k
...combined power of our distinctive investment management capabilities, we provide a wide range of... ...DescriptionThe role:The Sr. Equity ETF Strategist will leverage his/her capital markets,... ...days each week working in an Invesco office. This reflects our belief that spending...Work at officeFull timeFlexible hours$104.4k - $143.6k
...with Humana’s CEO and regularly manages deliverables for Humana’s... ...Leadership Team and Board of Directors. Our team also undertakes internal... ...an expectation of 2 to 3 in office days per week. Relocation... ...healthcare decisions for you and your family while also knowing your life...Work at officeFull timeTemporary workApprenticeshipRelocationRelocation package3 days per week- ...clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way... ...a life well lived.Key ResponsibilitiesCresset is seeking a Managing Director of Philanthropy to join its Family Governance, Education, and...Work at officeFull timeTemporary workLocal area
Cresset
Chicago, IL3 days ago - A top financial services firm is looking for a Vice President for their Family Office Financial Planning Advisory in Chicago. The ideal candidate will develop financial strategies for ultra-high net worth families while collaborating with a network of professionals. Key...Work at office
$100.1k - $150k
...virtually as well as in-person at an assigned TU office location for a minimum of two days a week... ..., market, and operational differences.Manage program execution across regions,... ...voluntary life and AD&D for you and your family, and short‑ and long‑term disability. You...Work at officeFull timeTemporary workWork experience placementFlexible hours2 days per week$190k - $210k
...job site, with occasional travel to the office for trainings, meetings, etc. Who are we... ...As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has... ...one of the most reputable construction management firms in the country, Gilbane is committed...Work at officeContract workFor contractorsFor subcontractorLocal area$195k - $280k
...job site, with occasional travel to the office for trainings, meetings, etc.Who are we?... ...As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has... ...one of the most reputable construction management firms in the country, Gilbane is committed...Work at officeContract workFor contractorsFor subcontractorLocal area$95k - $97k
...Executive Director – Senior Living Community Leader Charter Senior... ...living leadership, operational management, and sales experience! At... ...but also to every associate, family member, and community we serve... ...initiatives Ensure smooth business office and operational management...Work at officeLive outLocal areaCharter Senior Living of GODFREY
Godfrey, IL3 days ago- ...Associate SEO/AEO (Answer Engine Optimization) Strategist on the Paid Media Team, you'll turn... ...complex, highly matrixed organization, manage multiple initiatives under deadlines,... ...note this role is required to be in the office 5 days a week.Chase is a leading financial...Work at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Family Office Strategist - Managing Director. Be the first to apply!
