What are the responsibilities and job description for the Associate Director – Family Office position at Landing Point?
Company Overview:
A Boston-based multi-family office is hiring an Associate Director to join their Family Office Team to manage complex client relationships and deliver multidisciplinary solutions.
Job Responsibilities:
The post Associate Director – Family Office appeared first on Landing Point.
A Boston-based multi-family office is hiring an Associate Director to join their Family Office Team to manage complex client relationships and deliver multidisciplinary solutions.
Job Responsibilities:
- Assist in managing complex client relationships by liaising with various business groups.
- Facilitate day-to-day needs for family office clients, including asset transfer, tax, estate, and portfolio administration.
- Offer consultation on strategic asset allocation, portfolio structure design, and performance monitoring.
- Prepare for client meetings, presentations, and conference calls, and provide follow-up.
- Oversee client servicing activities, including coordination of necessary client infrastructure documentation.
- Spearhead and recommend portfolio rebalancing strategies.
- Prepare client follow-up memoranda and other supporting reports/documents.
- Oversee and manage annual client tax reporting efforts.
- Assist with new client onboarding and coordination of asset management and trust/custody relationships.
- Monitor client portfolios, including cash management and liquidity provisioning efforts.
- 10 years of experience in wealth management, estate planning, and/or tax planning.
- Bachelor's degree required; advanced degrees and/or certifications (CFP, MBA, CFA, CPA, JD, etc.) strongly preferred.
- Technology savvy with the ability to handle industry software programs and Excel.
The post Associate Director – Family Office appeared first on Landing Point.
Salary : $150,000 - $175,000