Family Office Director

Family Office Director at Single Family Office Family Office Director at Single Family Office in Greenwich, Connecticut Posted in 1 day ago.

Type:

full-time

Job Description:

We are seeking a Family Office Director to lead the establishment and ongoing management of a newly formed, first-generation family office based in Rye, NY. This is a unique opportunity to serve as the foundational hire, working closely with a closely held family to design, build, and operate a thoughtful, well-governed family office aligned with the family's long-term objectives. The Director will act as a central integrator across the family's financial, legal, and operational ecosystem, with a particular emphasis on financial oversight, reporting integrity, and coordination across external providers. This individual will partner with a network of advisors while implementing the infrastructure, processes, and controls necessary to support long-term stewardship. This role reports directly to the Board of Directors, including the family's patriarch and matriarch, and requires a high degree of judgment, discretion, and ownership.

Responsibilities:

Family Office Development & Leadership

• Lead the design and build-out of the family office, including structure, workflows, and operating model
• Establish processes, controls, and documentation to support a well-governed and scalable infrastructure
• Implement appropriate processes and internal controls across financial and operational activities
• Serve as a trusted partner to the family, proactively identifying creative solutions to personal and business-related challenges Advisor Coordination & Oversight
• Serve as the central integrator across the family's advisory ecosystem, including tax advisors, estate attorneys, private banking partners, accounting/reporting providers, trustees, and investment managers
• Ensure financial, tax, and investment reporting across providers is aligned, consistent, and clearly understood
• Identify gaps, overlaps, or inefficiencies across advisors and recommend improvements
• Work closely with trustees, money managers, and other advisors to support coordinated decision-making and execution Financial Oversight & Administration
• Oversee and coordinate all financial reporting activities across the family's accounts, entities, and investment structures, partnering with external providers to ensure accurate, timely, and high-quality deliverables
• Review and interpret financial statements (balance sheets, income statements, cash flow statements), identifying key insights, discrepancies, and areas requiring follow-up
• Support cash flow forecasting and liquidity planning, incorporating anticipated expenses, investments, and distributions
• Oversee bill payment processes with a focus on accuracy, approvals, and appropriate controls (not day-to-day processing) Governance & Reporting
• Support the preparation of Board of Directors materials, including financial summaries, reporting packages, and key business updates, with experience presenting to boards, preparing for meetings, and participating in board discussions
• Help establish a regular cadence for communication, reporting, and decision-making
• Ensure alignment across family members, trustees, and advisors through structured communication and documentation Charitable Foundation Oversight
• Oversee financial administration for the family's charitable foundation, including cash management, grant disbursements, and audit coordination
• Coordinate with external advisors and administrators to ensure compliance with applicable regulations and reporting requirements
• Support tracking and organization of grant activity, commitments, and related documentation Project Management & Infrastructure
• Lead and coordinate projects on behalf of the family, primarily related to financial, operational, and administrative priorities
• Anticipate needs and proactively address issues in a thoughtful and efficient manner
• Evaluate and implement systems to support financial tracking, reporting, and document management
• Establish organized, secure, and accessible data management practices across financial, legal, and operational records
• Maintain comprehensive and well-organized records of financial transactions, entity documentation, and investment-related materials

Qualifications:

• Bachelor's degree required; CPA or equivalent accounting expertise strongly preferred
• Minimum of 10 years of experience within a family office, multi-family office, wealth management firm, or professional services environment, with experience supporting high-net-worth individuals and coordinating across multiple advisors
• Strong foundation in accounting and financial oversight, with the ability to review, interpret, and synthesize complex financial information across multiple entities and providers
• Demonstrated ability to operate in a dynamic, hands-on environment and manage a broad range of responsibilities with sound judgment
• Proven experience building or improving processes, systems, and operational infrastructure, with a proactive, solutions-oriented mindset
• Strong interpersonal and communication skills, with the ability to build trust and effectively engage with family members, trustees, and external advisors
• High level of integrity, discretion, and professionalism in managing confidential and sensitive information
• Technologically proficient, with experience leveraging systems and tools to enhance reporting, organization, and efficiency

Job Type:

Full Time, Hybrid (expected on average 3 days per week in-person); office located in

Rye, NY Compensation:

Annual compensation range of $250,000 - $300,000, based on experience and qualifications, with comprehensive benefits