What are the responsibilities and job description for the Director, Family Office position at Selby Jennings?
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:
- Consult on ultra-high net worth individuals' asset allocation, portfolio structure design, etc.
- Lead and prepare for client meetings, overseeing client servicing activities
- Lead portfolio rebalancing strategies and consulting on investment/portfolio needs, leveraging fundamentals of financial, tax, retirement, and estate planning
- 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.
- Series 65 or equivalent certification
- Advanced certifications/degree preferred
