Selby Jennings
Director, Family Office Planning & Administration
Selby Jennings, Boston, Massachusetts, us, 02298
Director, Family Office Planning & Administration
This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $175,000.00/yr - $250,000.00/yr
A boutique multi family office based in Boston is looking to build their leadership team by hiring a new Director. Working closely with ultra-high net worth individuals, you'll lead financial strategy.
Responsibilities
Spearhead family office administration and planning.
Consult on ultra-high net worth individuals' asset allocation, portfolio structure design, etc.
Lead and prepare for client meetings, overseeing client servicing activities.
Support new client onboarding and build client relationships.
Qualifications
Bachelor's degree or higher.
10+ years of experience in family office, wealth management, estate planning, tax planning, etc., preferably with an Accounting or Law background.
Series 65 or equivalent certification.
Advanced certifications/degree preferred.
Seniority level
Director
Employment type
Full-time
Job function
Finance and General Business
#J-18808-Ljbffr
Base pay range $175,000.00/yr - $250,000.00/yr
A boutique multi family office based in Boston is looking to build their leadership team by hiring a new Director. Working closely with ultra-high net worth individuals, you'll lead financial strategy.
Responsibilities
Spearhead family office administration and planning.
Consult on ultra-high net worth individuals' asset allocation, portfolio structure design, etc.
Lead and prepare for client meetings, overseeing client servicing activities.
Support new client onboarding and build client relationships.
Qualifications
Bachelor's degree or higher.
10+ years of experience in family office, wealth management, estate planning, tax planning, etc., preferably with an Accounting or Law background.
Series 65 or equivalent certification.
Advanced certifications/degree preferred.
Seniority level
Director
Employment type
Full-time
Job function
Finance and General Business
#J-18808-Ljbffr