Confidential Family Office
Chief Operating Officer
Confidential Family Office, Salt Lake City, Utah, United States, 84193
Our client family (“Family”) has an established single‑family office owned and operated solely for members of a high‑net worth, multi‑generational family. Current leadership has been serving the Family for seven years.
The Family spans four generations and has had – and continues to have – active and collaborative involvement by Family members in both the business in operating and Board roles, and the family office in leadership and advisory roles.
Much of this role will include working actively with the Family in developing and/or supporting initiatives around governance and operations; strategic wealth management; investment planning, oversight, compliance; financial and tax planning and reporting; trust and estate management; philanthropy; education; and other projects that will develop.
Mission statement: Increase Family net worth by building sustainable businesses. Measure NAV as best as possible. Support positive sustainable Family inclusive relationships through compassion and love, particularly through medical support, inclusive gatherings and caring.
About the Role The Chief Operating Officer (COO) will report to and interface with the patriarch and family members tasked with the oversight of the Family Office and work collaboratively with the existing team to continue solidifying the vision for the family office today and in the future.
The COO will be responsible for the overall leadership, execution of strategy, and operation of the family office and for the delivery of all services provided to family clients. In carrying out these responsibilities, the COO will strive to instill a “best practices” philosophy in all functional areas in order to improve workflow, simplify reporting procedures, and enhance service delivery outcomes.
The COO will provide ongoing management oversight and/or strategic leadership to the benefit of the team collectively. And while the current team has functioned well historically, this change in leadership will provide the opportunity to assess and improve the current service delivery model.
In serving as the senior trusted client advisor, the COO will support the initiatives of the family, individually and collectively. This support will include providing thoughtful and deliberate guidance on key decisions, serving as a sounding board for many of these decisions, and being available for one‑off client requests. The COO works extensively with all family members, each with different needs and different levels of sophistication, requiring a highly individualized approach.
Responsibilities Family Office Management Accounting, Reporting & Analysis Legal and Risk Management Human Resource Management General
Qualifications The successful candidate will be a discreet, self‑driven family office executive and/or a tax professional serving high‑net worth clients with strong financial, tax, and business management experience including strong strategic, financial, analytical, operational, leadership skills. The ideal candidate will possess the following qualifications/characteristics:
Required Skills Bachelor’s degree with a minimum of 15 years of relevant experience; CPA, CFA, MBA and/or JD preferred. Strong leadership experience in working with high‑net worth individuals and/or complex family‑owned businesses coupled with the ability to play a key role in the operational, financial, and strategic leadership as the direction and vision of the family office evolves over time. Additionally, familiarity and/or direct experience with the Lender model, and with structuring / operating an RIA within the context of a family office, would be ideal. Solid accounting and financial reporting skills, and must have the technical skills to aggregate, translate, and report upon financial information to develop meaningful and effective financial reporting and forecasting processes, reports, and systems across all organizations and entities. Solid tax background with knowledge of flow‑through entities, transaction structuring (M&A), individual, estate and corporate taxation. Must have a solid investment acumen; a strong technical foundation and/or understanding for investment analytics and portfolio allocation; experience with manager selection, oversight and performance review; and a good familiarity with alternative investments including venture capital, private equity and real estate. Strong understanding of and familiarity with best practices in a family office environment related to decision making, governance, and operational structures. Solid experience in strategic planning, budget preparation and cash flow planning. Proficient with technology and open to adopting new platforms in the interest of greater efficiency. Practical experience in recruitment, selection, supervision, and development of professional and support staff is essential.
Preferred Skills Must be a self‑starter, self‑regulating and self‑motivated. Must work well with little direction or oversight, and not require feedback to be effective. Must possess the ability to play a key role in the operational, financial, and strategic leadership of the family office as it continues to evolve and grow over time. Must be a strong decision maker and have a track record of taking ownership for driving key initiatives. Must thrive in a “check your ego at the door” culture where everyone’s mission is to collaborate and provide exceptional service to the Family. Must have good judgment on what is being said and know how to respond appropriately…from listening to agreeing to deferring to disagreeing. Ability and willingness to be both “hands‑on” and to “delegate when appropriate”. Must have exceptional emotional intelligence. Must be a highly skilled communicator and facilitator. Must be self‑confident, knowledgeable, and able to exercise sound judgment in conducting research, analysis and decision making. A confident, self‑directed problem solver. Must consistently operate in a transparent and collaborative manner with a “team first” approach. Must be highly organized and able to manage multiple priorities simultaneously. Must be proactive, have a strong sense of urgency, and be comfortable with change. Must be approachable, respectful and instill confidence and trust in his/her ability to handle complex and sensitive financial and personal information both internally and externally. Must have a professional service mindset, an uncompromising commitment to service excellence (service heart), strong internal confidence, and a collaborative work style. Must have profound integrity, discretion, and patience.
Location & Work Model The family office has two offices, one in downtown Chicago and one in Park City, Utah – which is just outside of Salt Lake City. This role can work out of either office.
Seniority level Executive
Employment type Full‑time
Job function Accounting/Auditing, Finance, and Strategy/Planning
Industries Investment Management, Real Estate, and Financial Services
Referrals increase your chances of interviewing at Confidential Family Office by 2x
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The Family spans four generations and has had – and continues to have – active and collaborative involvement by Family members in both the business in operating and Board roles, and the family office in leadership and advisory roles.
Much of this role will include working actively with the Family in developing and/or supporting initiatives around governance and operations; strategic wealth management; investment planning, oversight, compliance; financial and tax planning and reporting; trust and estate management; philanthropy; education; and other projects that will develop.
Mission statement: Increase Family net worth by building sustainable businesses. Measure NAV as best as possible. Support positive sustainable Family inclusive relationships through compassion and love, particularly through medical support, inclusive gatherings and caring.
About the Role The Chief Operating Officer (COO) will report to and interface with the patriarch and family members tasked with the oversight of the Family Office and work collaboratively with the existing team to continue solidifying the vision for the family office today and in the future.
The COO will be responsible for the overall leadership, execution of strategy, and operation of the family office and for the delivery of all services provided to family clients. In carrying out these responsibilities, the COO will strive to instill a “best practices” philosophy in all functional areas in order to improve workflow, simplify reporting procedures, and enhance service delivery outcomes.
The COO will provide ongoing management oversight and/or strategic leadership to the benefit of the team collectively. And while the current team has functioned well historically, this change in leadership will provide the opportunity to assess and improve the current service delivery model.
In serving as the senior trusted client advisor, the COO will support the initiatives of the family, individually and collectively. This support will include providing thoughtful and deliberate guidance on key decisions, serving as a sounding board for many of these decisions, and being available for one‑off client requests. The COO works extensively with all family members, each with different needs and different levels of sophistication, requiring a highly individualized approach.
Responsibilities Family Office Management Accounting, Reporting & Analysis Legal and Risk Management Human Resource Management General
Qualifications The successful candidate will be a discreet, self‑driven family office executive and/or a tax professional serving high‑net worth clients with strong financial, tax, and business management experience including strong strategic, financial, analytical, operational, leadership skills. The ideal candidate will possess the following qualifications/characteristics:
Required Skills Bachelor’s degree with a minimum of 15 years of relevant experience; CPA, CFA, MBA and/or JD preferred. Strong leadership experience in working with high‑net worth individuals and/or complex family‑owned businesses coupled with the ability to play a key role in the operational, financial, and strategic leadership as the direction and vision of the family office evolves over time. Additionally, familiarity and/or direct experience with the Lender model, and with structuring / operating an RIA within the context of a family office, would be ideal. Solid accounting and financial reporting skills, and must have the technical skills to aggregate, translate, and report upon financial information to develop meaningful and effective financial reporting and forecasting processes, reports, and systems across all organizations and entities. Solid tax background with knowledge of flow‑through entities, transaction structuring (M&A), individual, estate and corporate taxation. Must have a solid investment acumen; a strong technical foundation and/or understanding for investment analytics and portfolio allocation; experience with manager selection, oversight and performance review; and a good familiarity with alternative investments including venture capital, private equity and real estate. Strong understanding of and familiarity with best practices in a family office environment related to decision making, governance, and operational structures. Solid experience in strategic planning, budget preparation and cash flow planning. Proficient with technology and open to adopting new platforms in the interest of greater efficiency. Practical experience in recruitment, selection, supervision, and development of professional and support staff is essential.
Preferred Skills Must be a self‑starter, self‑regulating and self‑motivated. Must work well with little direction or oversight, and not require feedback to be effective. Must possess the ability to play a key role in the operational, financial, and strategic leadership of the family office as it continues to evolve and grow over time. Must be a strong decision maker and have a track record of taking ownership for driving key initiatives. Must thrive in a “check your ego at the door” culture where everyone’s mission is to collaborate and provide exceptional service to the Family. Must have good judgment on what is being said and know how to respond appropriately…from listening to agreeing to deferring to disagreeing. Ability and willingness to be both “hands‑on” and to “delegate when appropriate”. Must have exceptional emotional intelligence. Must be a highly skilled communicator and facilitator. Must be self‑confident, knowledgeable, and able to exercise sound judgment in conducting research, analysis and decision making. A confident, self‑directed problem solver. Must consistently operate in a transparent and collaborative manner with a “team first” approach. Must be highly organized and able to manage multiple priorities simultaneously. Must be proactive, have a strong sense of urgency, and be comfortable with change. Must be approachable, respectful and instill confidence and trust in his/her ability to handle complex and sensitive financial and personal information both internally and externally. Must have a professional service mindset, an uncompromising commitment to service excellence (service heart), strong internal confidence, and a collaborative work style. Must have profound integrity, discretion, and patience.
Location & Work Model The family office has two offices, one in downtown Chicago and one in Park City, Utah – which is just outside of Salt Lake City. This role can work out of either office.
Seniority level Executive
Employment type Full‑time
Job function Accounting/Auditing, Finance, and Strategy/Planning
Industries Investment Management, Real Estate, and Financial Services
Referrals increase your chances of interviewing at Confidential Family Office by 2x
#J-18808-Ljbffr