What are the responsibilities and job description for the Family Office Managing Director position at Keller Executive Search?
We are assisting our client, a prestigious family office, in their search for a Family Office Managing Director. This executive leadership role involves overseeing the family's wealth management and investment strategies to ensure the safeguarding and growth of assets.
The Family Office Managing Director will play a pivotal role in forming and executing investment strategies, enhancing the family's financial literacy, and building relationships with key investment partners, advisors, and family members. The ideal candidate will bring a well-rounded approach to wealth management that combines strategic insight with an understanding of family dynamics and governance.
To learn more about the recruitment company handling the search, please visit our website:
https://www.kellerexecutivesearch.com/industry/family-office-recruitment-headhunters/
Key Responsibilities:- Lead the development and execution of the family's long-term investment strategy, focusing on wealth preservation and growth.
- Oversee the allocation of family assets across various investment classes and ensure strategic alignment.
- Manage a team of investment professionals and support staff, driving performance and accountability.
- Conduct rigorous due diligence on investment opportunities and manage external advisors to ensure informed decision-making.
- Implement best practices for governance, risk management, and compliance within the family office.
- Facilitate effective communication and education for family members regarding investments, financial literacy, and governance practices.
- Serve as the primary point of contact with external stakeholders, including legal, tax, and investment advisors.
- Coordinate family meetings, ensuring that all voices are heard and considered in financial decision-making.
- Monitor market trends and adapt strategies to capitalize on emerging opportunities while managing risk.
- Bachelor's degree in Finance, Economics, Business Administration, or related field; an MBA or related advanced degree is highly desirable.
- A minimum of 12 years of related experience in wealth management, family office operations, or investment management.
- Strong understanding of investment strategies, financial markets, and family governance.
- Proven track record of managing investment portfolios and fostering client relationships.
- Excellent analytical skills complemented by exceptional verbal and written communication abilities.
- Demonstrated leadership capabilities with experience in managing teams.
- High level of integrity, professionalism, and the ability to handle sensitive family matters with discretion.
- Bilingual capabilities may be an asset, depending on the family's preferences.
If you are a strategic thinker with a passion for family wealth management and a track record of success, we invite you to apply for this exciting opportunity.
- Competitive base salary commensurate with experience ($200k - $300k)
- Performance-based annual bonus and long-term incentive plan
- Executive health and wellness program
- Retirement savings plan with generous company contributions
- Paid time off and sabbatical opportunities
- Company car or car allowance
- Participation in employee stock purchase plan
Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.
Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.
Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at assistance@kellerexecutivesearch.com.
Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.
Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.
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- California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at www.kellerexecutivesearch.com.
- Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.
- Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.
State-Specific Information:
- Rhode Island: We do not request or require salary history from applicants.
- Connecticut: We provide wage range information upon request or before discussing compensation.
- New Jersey: We do not inquire about salary history unless voluntarily disclosed.
Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.
Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.
Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.
Additional Assistance: If you need further assistance to fully engage in our application process, please contact assistance@kellerexecutivesearch.com.
Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.
Salary : $200,000 - $300,000
