Family Office Jobs - November

New family office job opportunities and experienced candidates.

Family Office Jobs - November 2024

In this edition:

  • How to break into the family office space

  • Family Office jobs

  • Family Office candidates

How to break into the family office space

Understanding Family Offices 🌳

Breaking into the family office space starts with understanding the landscape. Family offices can broadly be categorized into two types: institutional and traditional.

Institutional family offices function much like investment firms, employing analysts, portfolio managers, and other financial experts (e.g., Ray Dalio's family office).

Traditional family offices, on the other hand, focus on managing substantial wealth holistically, including investments, estate planning, philanthropy, and family support (e.g., the Walton family office).

Tailoring your approach based on the type of family office you're targeting is critical to aligning with their specific needs.

Building the Right Skills 📚

Family offices value a unique mix of financial expertise, discretion, and versatility. Highlight experiences that demonstrate relevant skills, such as financial management, estate planning, or tax strategies, depending on the role you’re pursuing.

Soft skills are essential, especially for traditional family offices, where adaptability, emotional intelligence, and trustworthiness are vital.

Regardless of the role, maintaining confidentiality and building trust are non-negotiable traits for success in this space.

Networking & Staying Visible 🤝

Family offices often hire through personal networks, which can make breaking in from the outside challenging.

However, networking is key: leverage connections through banks, advisors, auditors, or industry events to build relationships with professionals in the space.

Increase visibility by joining forums, attending conferences, and engaging with family office professionals on platforms like LinkedIn or X. Demonstrating an understanding of a family’s unique values, goals, and philanthropic interests can further distinguish you as a candidate.

Staying ahead with continuous learning and keeping up with industry trends will also help you remain competitive in this evolving field.

Family Office Jobs:

(1) Personal Assistant, Phoenix, Single Family Office

A Single-Family Office is seeking a Personal Assistant to directly support the Principals.  The focus of the role is to ensure the smooth, professional running of their household and personal affairs so they may focus on their professional projects. This highly organized and proactive Personal Assistant is expected to have a wide degree of problem-solving skills, creativity, and ability to see projects through from beginning to end. Apply for this role.

(2) Finance Director, London, Single Family Office 

Work closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team. Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis. +10 years relevant experience including family office / UHNWI professional services. Apply for this role. 

(3) Wealth Advisor, Detroit, Single Family Office

Established Single-Family Office in Michigan is seeking a Relationship Manager/Wealth Advisor to provide high-level guidance and support in a collaborative environment. Serve as the primary point of contact for select family members, offering big-picture advice across areas such as tax, estate planning, trust management, insurance, and overall financial strategies. 10+ years of experience in financial advisory or wealth management required. Apply for this role.

(4) Bookkeeper, New Jersey, Single Family Office

Multi-billion dollar single family office seeks a Bookkeeper who will be responsible for daily booking of transactions, treasury functions and ad hoc reporting/reconciliations. This position will also interact on a regular basis with the accounting team. 5+ years of experience, with family office experience preferred. Apply for this role.

Family Office Candidates:

(1) Vice President, West Palm Beach, +7 Years Experience

Seeking an investment or Chief of Staff role. Previously ran a PE fund backed by an SFO, plus previous investment banking experience. Currently invests with a SFO continuation fund focused on PE buyouts and venture. Before business was an athlete and then built teams in the NBA for 7 years. Started and sold first business as an entrepreneur. Top skills include relationship development and management, project management, investment due diligence and sourcing, public speaking. Open to relocation. Request resumé.

(2) Investment Analyst, New York City, 12 Years Experience

Seeking a role as Senior Analyst or PM at a family office. Spent the past 8 years working at SFO in NYC as lead analyst reporting to CIO, covering direct investments in public equities (top-down and bottoms-up work; generalist Tech-focused coverage) as well as alternative investments (PE/VC funds and co-investments). Self-starter, growth mindset, comfortable in small teams. CFA Charterholder. Request resumé.

(3) Head of Operations, Florida, 25 Years Experience

Seeking a Head of Operations role leveraging my experience in trade execution, wealth management, and digital assets. Previously worked for UHNWI in The Bahamas with $1B+ AUM, a Chicago-based currency asset manager with $60B AUM, and three years with a cryptocurrency token. My top skills are automating trade execution systems, market data, alternative investments, and team building. Willing to relocate/travel. Request resumé. 

(4) Venture Capital Investor, Connecticut, 11 Years Experience

Seeking Investment Manager or Director role. Previous experiences include venture capital investor on behalf of one of the world's largest electronics companies, equity research associate at a bulge bracket bank covering Internet & Media, and private wealth management associate at bulge bracket bank. Princeton BA. Strong mix of quantitative and qualitative skills, including hands-on investing experience across public and private markets, advanced financial modeling experience, exceptional writing & communication abilities, and strong relationship building capabilities. Open to travel. Request resumé.

(5) Chief of Staff / COO, San Diego, 25 Years Experience 

JD/MBA with hands-on operations, sales management and financial experience in organizations ranging from $5M to $2B in revenue. Ideal match would be with a family office that still owns one or more businesses, and may be looking to transition from active leadership to advisory roles, or to bridge between generations. Devoted servant manager, committed to training up and down the organization, and adept at quick problem spotting and solving. Been described as a ‘velvet hammer’. Willing to travel. Request resumé.

Do you want to share job opportunities or your own resume?

Email [email protected] to feature in the next family office jobs newsletter.

Until Friday… (family office and real estate)

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