Family Office Jobs - February

A monthly focus on family office careers. Included this week:

• Preparing for family office opportunities

• Four new family office jobs

• Five new family office candidates

Chance Favors The Prepared Mind

There is a huge amount of interest in family office careers at the moment.

For candidates eager to move into the industry, it’s vital to educate themselves as well as stay informed of family office trends and news.

Monitor specialist recruiters that regularly share insights on their platforms, like this piece on preparing your CV for a family office role, or this recent outline on how family offices are shifting their hiring approach.

And understand the key roles and remuneration - the 5-Minute Guide To Family Office Careers and Comp gives a succinct breakdown of these.

While there’s no substitute for experience, staying updated and informed will only increase your chances of landing a suitable role.

Family Office Job Listings

(1) CEO / President - Single Family Office (St. Paul / Tacoma) 

CEO opportunity at an iconic, multi-generational single family office established in 1941 for a family that has created an enduring American enterprise. This position offers a distinctive opportunity for an experienced family office/wealth management executive with excellent strategic capabilities. Ideal candidate will have experience working with substantial, multi-generational families and a thorough understanding of family office services, operations and best practices. Location in either St. Paul, MN or in Tacoma, WA. Apply for this role.

(2) Trust Protector - Single Family Office (Jersey, Channel Islands)

Family is seeking to appoint an experienced trust industry professional as Protector, to monitor and oversee the administration of the trust by the trustees. The Protector will have a fiduciary relationship, meaning that they will owe a duty of care to the beneficiaries and must consider what course of action is in their best interests, and act accordingly in good faith. Existing experience as a Trust Protector would be preferred but is not essential and might suit a Chartered Accountant, Wealth Manager or Lawyer, able to read and understand legal opinion, with the authority and executive presence to protect the interests of the beneficiaries. Apply for this role.

(3) Property Manager - Single Family Office (London)

Involves managing a portfolio of properties located in the UK and abroad and will be responsible for: liaising with contractors and service providers on property related projects, managing the budgets for refurbishments and renovations, making sure that the properties are stocked and ready to use by the Principal and their family at all times. Apply for this role.

(4) Accounting Operations Specialist - Taylor Family Office (St. Louis)

The Taylor Family Office supports the Taylor/Kindle Family, owners of Enterprise Mobility (Enterprise / National / Alamo). This role is to support the family office’s overall investment and accounting tools, including: Accounting, Reconciliation and Information Management for both Investments and Banking; Tax Coordination, Tracking and Documentation; and Process Management & Other Activities. Apply for this role.

Candidates Open To Work

(1) CFO / M&A Lead, Indianapolis, 10 Years Experience.

Ten years working for two different Family Offices, most recently reporting to the CFO of a multi-billion-dollar Family Office investment portfolio that included 100+ direct investments including private businesses, real estate, and professional sports. Experience includes M&A, debt transactions, credit facilities, interest rate credit swaps, and more. Experience sourcing hundreds of potential investment opportunities. Held board seats for multiple portfolio companies. Request resumé

(2) Chief Investment Officer, London, 25 Years Experience

Seeking a Chief Investment Officer role. Previous work at multi-billion SFOs in London. CIO with a proven top-down investment process that combines both qualitative and quantitative research. Successfully managed teams at SFOs as well as in sell-side research, institutional asset management and wealth management. Experienced in designing investment processes that span from strategic to tactical idea generation, idea evaluation, position sizing and implementation across all asset classes. Last project was to restructure the entire business model and operating model for an existing multi-billion Single-Family Office to ensure cost effective and risk-controlled investment solution. Open to relocation. Request resumé

(3) General Counsel / COO / President, Boston, 25+ Years Experience

C-suite executive with extensive experience leading legal, operational, and strategic functions for family offices, private investment firms, and operating businesses. Proven track record helping family enterprises transition from wealth generation to wealth preservation, institutionalizing operations while maintaining entrepreneurial culture. Deep industry experience across real estate, financial services, healthcare, and private equity. Previously served as General Counsel and executive leader at three prominent family offices and privately held companies. Currently providing fractional General Counsel and COO services. Open to relocation. Request resumé 

(4) Investment Director, San Francisco, 8 Years Experience

Most recently a Partner at a ~$600M first-time growth equity fund and previously a Partner at a tier-1 multi-stage VC firm in Silicon Valley. Prior to investing, was an early employee at a leading ride-hailing company and a consultant at a Big Three firm. UPenn BA. Dual British and US national. Open to relocation. Request resumé 

(5) CFO, Orange County, 15 Years Experience

Seeking a leadership role within a Family Office. Previous work as CFO (first hire) at SFO in Orange County and in Investments at SFO in Los Angeles. Prior experience in the UHNW group and M&A tax group at PwC as well as in wealth management. Top skills are finance, tax, deals, investments, estate planning, and strategy. Expert generalist, who has worked with family office clientele for entire career. Active CPA and CFP licenses. Open to relocation. Request resumé 

Need assistance with family office talent or opportunities?

Email [email protected] to feature an open role in the next family office jobs newsletter or submit your resumé with a short summary in format as above.

Until Friday… when we explore the most valuable family office skill.

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