Director, Family Office
$150,000–$300,000 year
On-site · Boston, Massachusetts, United States
Boston, Massachusetts, United StatesOn-siteFull Time$150,000–$300,000 yearSenior LevelBachelors DegreeSmall
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Small
Job Summary
Director, Family Office leading UHNW relationships with ownership of client lifecycle from onboarding through reporting; coordinate across investment, planning, tax and service teams; provide estate, trust and tax planning guidance; oversee multi-asset portfolios, performance reporting, and client communications; requires deep wealth-management experience and ability to manage complex, confidential client relationships with a white-glove service mindset.
Required Qualifications
- Bachelor's degree
- Series 65 (or equivalent)
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