Selby Jennings
Director, Family Office Planning & Administration
Selby Jennings, Boston, Massachusetts, us, 02298
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
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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
#J-18808-Ljbffr