Job Title: Director, Operations – Family Office Management Team

About the Role: Our client is a leading firm specializing in delivering comprehensive Family Office Services to ultra-high-net-worth clients. Their services include family governance, lifestyle management, tax planning, risk management, and wealth strategy. They pride themselves on providing innovative solutions that meet the dynamic needs of their clients in a collaborative and professional environment.

Position Summary: Our client is seeking an experienced Director of Operations to oversee and enhance the operations of their Family Office Management Team (FOMT). This role involves managing a broad range of services, including treasury, family governance, tax and wealth management, and client lifestyle management. The ideal candidate will lead a talented team to ensure seamless service delivery, maintain operational excellence, and enhance client satisfaction.

Key Responsibilities:

Team Management

• Lead and oversee daily service tasks, including account management, investment paperwork, and workflow systems.
• Manage team resources, including personnel, training, performance evaluations, and technology needs.
• Develop, document, and enforce policies and procedures while ensuring compliance with regulatory standards.
• Foster collaboration across departments to deliver a seamless client experience.

Family Office Service Oversight

• Support client meetings by preparing materials and managing documentation.
• Oversee key processes, including RMD payments, tax payments, capital calls, and charitable gifting.
• Manage client money movement reporting and vendor invoice reviews for the bill pay program.
• Collaborate on financial project management for client construction projects and capital improvements.

Operations and Integration

• Partner with leadership and team leads to align client services with overall firm operations.
• Ensure data accuracy in CRM systems and integrate operational workflows with firm-wide initiatives.
• Deliver firm and client-specific projects that enhance operational efficiency and service quality.

Qualifications:

• 15+ years of experience in wealth management, estate planning, or tax planning.
• Bachelor’s degree required; advanced degrees or certifications (CFP, MBA, CFA, CPA, JD, etc.) are strongly preferred.
• Proven ability to manage complex projects and meet tight deadlines with exceptional attention to detail.
• Strong organizational, communication, and leadership skills.
• Technologically adept, with proficiency in Excel and industry-standard software.
• Passion for family office client service and a commitment to operational excellence.