Description

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