Job Title: Director, Family Office Management Team

Company Overview: Our client is a fast-growing, Boston-based family office and investment advisory firm with a focus on providing bespoke financial, investment, and planning solutions to a select group of individuals, family offices, and institutions. Managing over $7.5 billion in assets, the firm specializes in addressing sophisticated and complex client needs with a personalized approach.

Position Summary: The Director of the Family Office Management Team (FOMT) will manage complex client relationships by coordinating with internal service, investment research, and advisory teams to deliver integrated solutions. This client-facing role supports day-to-day operations, including asset transfers, tax and estate planning, portfolio administration, and account maintenance. The Director ensures operational excellence, enhances client service delivery, and contributes to strategic initiatives.

Primary Responsibilities:

• Provide expert guidance on financial, tax, retirement, and estate planning.
• Advise on strategic asset allocation, portfolio design, and performance monitoring.
• Collaborate with internal teams to resolve portfolio implementation and servicing challenges.
• Prepare for client meetings and follow up with timely administration of accounts and deliverables.
• Develop strategies to improve client service delivery and oversee portfolio adjustments.
• Oversee annual tax reporting efforts and manage periodic reporting requests.
• Lead onboarding processes, including asset management coordination, trust relationships, and reporting setup.
• Monitor client portfolios to ensure compliance with asset allocation models and liquidity requirements.
• Draft client-ready communications and internal reports for financial planning actions.
• Participate in firm-wide initiatives and contribute to management discussions.

Requirements:

• 10+ years of experience in wealth management, estate planning, or tax planning.
• Strong organizational and communication skills, with meticulous attention to detail.
• Proven ability to manage multiple projects under tight deadlines with minimal supervision.
• A team-oriented mindset with a willingness to take direction and collaborate effectively.
• Flexibility to work nontraditional hours, including evenings and weekends, as needed.
• Proficiency in industry-standard software, including Excel, and familiarity with portfolio reporting systems.
• Bachelor’s degree required; advanced degrees or certifications (CFP, MBA, CFA, CPA, JD) are strongly preferred.