Family Office Director

Our client is looking for a talented Family Office Director to lead their investment and wealth management strategies.

Role Overview: As the Family Office Director, you will be responsible for managing the family's investments and financial interests while ensuring a focus on strategic growth and risk management. This position entails overseeing a portfolio of investments, driving financial performance, and implementing best practices in wealth management and governance.

To learn more about the company, please visit Keller Executive Search’s website:

https://www.kellerexecutivesearch.com/executive-recruiters-headhunters-miami-jacksonville-and-tampa-florida/

Responsibilities:

• Develop and implement investment strategies that align with the family's long-term financial goals.
• Oversee asset allocation, portfolio management, and risk assessment across a diversified investment portfolio.
• Conduct thorough due diligence on potential investments and provide recommendations to the family for strategic decision-making.
• Manage relationships with banks, fund managers, brokers, and other financial institutions.
• Monitor and report on overall portfolio performance, providing insights and recommendations for improvement.
• Ensure compliance with financial regulations and best practices in the management of family assets.
• Oversee tax planning and wealth transfer strategies to optimize the family's financial position.
• Coordinate financial reporting and provide comprehensive financial education to family members.
• Engage with external advisors, including legal and tax professionals, to ensure holistic management of family wealth.
• Foster a culture of transparency and learning within the family office.

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field; advanced degree or professional certifications (CFA, CPA) preferred.
• Minimum of 10 years of experience in investment management, wealth management, or family office roles.
• In-depth understanding of investment strategies, asset classes, and portfolio management principles.
• Strong analytical and quantitative skills, with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills, with the ability to engage with high-net-worth individuals and families.
• Proven track record in successfully managing family wealth and investments.
• Strong client service mindset and ability to build trusting relationships with family members.
• Ability to work in a fast-paced and dynamic environment.

If you meet the qualifications and are excited about the opportunity to lead a family office, please submit your application with an updated resume.

Work Perks:

• Enjoy a dynamic, inclusive workplace culture that values creativity and collaboration.
• Access to generous PTO, flexible hours, and top-tier Medical, Dental, and Vision coverage.
• A handsome salary range of $240k to $300k.
• Work in a sleek, modern office equipped with a fully stocked kitchen and premium coffee.
• Take part in exciting team-building activities and avenues for career advancement.

Equal Employment Opportunity and Non-Discrimination Policy USA 

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status. 

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected. 

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations.  

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location. 

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. 

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. 

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable. 

Privacy and Pay Equity: 

• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com. 

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available. 

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws. 

State-Specific Information: 

• Rhode Island: We do not request or require salary history from applicants. 

• Connecticut: We provide wage range information upon request or before discussing compensation. 

• New Jersey: We do not inquire about salary history unless voluntarily disclosed. 

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process. 

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law. 

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate. 

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.