Wealth Client Service Director

Director of Operations

Multi-Family Office

Boca Raton, FL

Overview

Multi-Family Office seeks a Director of Operations to join a boutique, collaborative team serving a sophisticated client base, reporting directly to the COO. Opportunity to manage the financial operations, compliance, client servicing and administrative functions.

Highlights

• Work with a sophisticated family-office client base in a highly personalized service environment
• Opportunity to improve workflows and processes in an open-door environment that welcomes initiative and individual contributions are visible and meaningful
• Manage and process client servicing requests, including cash transfers, bill payments, monitoring cash flow, funding, and financial planning activities
• Assist in preparing asset allocation worksheets
• Opportunity to grow with an expanding firm and take on broader responsibility over time.
• Significant compensation package including competitive base salary and profit and performance-based bonuses.

Requirements

• 5+ years of wealth management operations and/or client service experience
• Exceptional organizational skills, attention to detail, and follow-through
• Full-time, in-office presence in Boca Raton

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