What are the responsibilities and job description for the Director- Financial Operations position at MaestroFS?
Company Overview
Trove is a leading multi-family office, providing tailored solutions to ultra-high-net-worth families and their organizations. With expertise in day-to-day financial solutions, as well as sophisticated wealth management and oversight, and family governance, Trove stands out as North America's premier independent multi-family office, driven by innovation, personalized service, and an expert team.
At Trove, we build centers of excellence through a trusted, innovative, and expert team dedicated to supporting our families and engagements. We seek strategic leaders who are motivated, analytical, and collaborative, with a passion for financial management, operational excellence, and client service. Interested? Learn more about the responsibilities of our Director of Financial Operations role below!
Job Description
As the Director of Financial Operations, you will serve as a senior leader, overseeing and optimizing financial operations for client engagements, ensuring excellence in treasury management, reporting, controls, and financial strategy. You will drive operational efficiencies, compliance, and technology-driven solutions, while providing expert guidance to clients and internal teams . This senior leadership role requires deep expertise in accounting, investment reporting, tax planning, and financial operations, with a strong ability to lead teams.
Key Responsibilities
Client Service
- Provide strategic financial oversight for client engagements, ensuring sound financial decision-making, risk management, and long-term planning
- Act as a trusted advisor to clients and their advisors, delivering sophisticated financial insights and solutions.
- Lead the financial reporting function, ensuring accuracy, integrity, and transparency in financial statements and investment reports.
- Optimize the consolidation, reporting and analysis of client assets, including marketable securities, hedge funds, private equity investments, and real estate holdings.
- Spearhead financial controls and risk management protocols to safeguard client assets and data integrity
- Coordinate tax planning strategies and compliance requirements in collaboration with external tax advisors.
- Ensure proper documentation and adherence to regulatory requirements, including trust and estate planning considerations.
- Oversee multi-jurisdictional tax and regulatory issues, mitigating risks for clients and their entities.
Team Leadership & Development
- Lead and scale a high-performing team of ~20 accountants and controllers, fostering a culture of innovation, collaboration, and continuous improvement. Implement automation and digital transformation strategies to enhance accuracy, efficiency, and reporting capabilities
- Develop and recruit talent, while driving a culture of accountability, continuous improvement and excellence
- Establish and maintain high-performance standards and compliance with best practices
- Implement process automation and technology solutions to enhance efficiency and scalability, while maintaining controls
- Oversee workload management, ensuring timely execution of deliverables and key client requests are within budget
- Identify and execute process improvements, reducing inefficiencies while maintaining service excellence
Qualifications, Skills & Experience
- Bachelor’s degree required; CPA, CFA, MBA, or equivalent financial designation strongly preferred
- 15 years of experience in accounting, finance, family office management
- Extensive experience in financial operations, investment reporting, and regulatory compliance within a multi-family office or wealth management setting
- Proven strategic leadership with a track record of enhancing processes and driving business growth
- Exceptional communication, negotiation, and executive presentation skills
- Demonstrated ability to lead high-performing teams, manage client relationships, and drive operational excellence in a fast-paced environment Expertise in industry-leading financial systems (e.g., Sage Intacct, NetSuite, Addepar, etc.) and CRM platforms
