Family Office Jobs - January

• Hiring junior talent in family offices

• Four new family office jobs

• Five new family office candidates

Hiring Junior Talent in Family Offices

A lot of the focus on family office recruitment goes into C-suite and high-level roles, and for good reason: these critical positions help shape the future for any family office.

But as family offices continue to grow in numbers, there is a growing need for more entry and junior level roles to support executive teams.

Recruitment specialists Agreus noted that 44% of family office roles they helped fill in 2024 were non-executive.

Hiring for junior roles can be a faster process, but one core requirement for any family office hire still remains, the need to be a suitable culture fit.

Outside of that, there are best practices any family office can follow when searching for candidates to fill junior positions.

The team at Agreus recently shared a detailed outline that makes for a practical reference.

Read the full article here

Family Office Jobs

(1) Managing Tax Director - Multi-Family Office (Los Angeles) 

The Managing Tax Director role requires an experienced and detail-oriented professional with exceptional organizational skills, a proactive approach, and the ability to manage multiple priorities in a dynamic environment. Responsibilities include preparing complex income tax returns, including Corporations, Partnerships, and Individual filings, quality control review for all financial statements and managing international tax matters, including waivers and tax returns. 15+ years experience required. Apply for this role.

(2) CFO & Partner - Single Family Office (San Diego)

This is a high-stakes, high-reward, high-autonomy position for someone who is ready to own the financial and capital strategy of an emerging First-Generation Single Family Office (SFO). You will serve as our Founder & CEO's Right-Hand Business Partner - a financial "co-founder" in spirit and execution - who will be directly responsible for capital strategy, fundraising, and financial engineering, raising capital, overseeing the financial strategies and more. Apply for this role.

(3) Real Estate Development Manager - Single Family Office (London)

Opportunity to join a newly set up family office based in the UK. Reporting to the CIO, this role focuses on overseeing the identification, evaluation, and execution of real estate development projects to enhance the family office's real estate portfolio and generate returns. Responsibilities include portfolio planning, project identification and evaluation, funding, due diligence, risk management and more. Apply for this role.

(4) Chief of Staff / Executive Assistant - Single Family Office (New York)

A Billion-Dollar Private Family Office/Venture Collective located in Midtown Manhattan, is seeking a new Full-Time/Permanent Executive Assistant/Chief of Staff to provide business and support to the CEO and the CFO/COO. Minimum of 10 years of applicable C-level executive administrative support experience supporting high-net-worth executives. Apply for this role.

Family Office Candidates Open To Work

(1) Senior Family Office Investment Manager, NYC, 18 Years Experience

Seeking a family office investment role, focusing on current and new investment opportunities across privates and public. Previous work at a multi-billion dollar SFO managing Investment due diligence, operations and investment structuring. Top Skills are: Market research, Investment Due Diligence and underwriting, Active Portfolio Management and Operations. Open to Relocation. Request resumé

(2) Chief Investment Officer / President, West Coast, 27 Years Experience

An expert generalist that brings over two decades of Wall Street investment experience across multiple asset classes and 5 years of venture capital and impact investing experience. Also have deep operational experience with both startups and complex organizations and brings a wealth of experience in board governance. Currently managing the direct investments portfolio of a Single Family Office. Request resumé

(3) Family Office Executive, San Francisco, 15+ Years Experience

Seeking a leadership role within a Family Office. Currently Vice President at +$80B Multi-Family Office. Accomplished professional with expertise in a multi-family office environment; specializing in investment management, trust and estate strategies, philanthropic initiatives, real estate project management, and executing complex client-driven goals. Open to relocation. Request resumé

(4) Family Office Senior Advisor / Executive, St Petersburg, FL, 22 Years Experience

Seasoned financial and investment management executive with proven leadership abilities and a strong track record of performance and value creation. Multiple senior executive level positions at Family Offices and as an advisor and thought leader to family businesses. Strong Investment Management as well as Accounting, Finance and Tax Expertise. Other Areas of Expertise include Administrative Services & Support, Governance, Philanthropy, and more. Request resumé 

(5) Chief Investment Officer/Managing Director of Investments, Portland, OR, 20 Years Experience

Seeking a senior-level investment allocator position. Previous work includes building a new family office, large pension fund, and large consulting firm. Areas of expertise include manager research, due diligence, and portfolio construction in all asset classes, including public and private markets investment strategies. Experienced in co-investments with sponsors and direct investments as well. Open to relocation to major metropolitan cities. Request resumé 

Looking for your next family office professional?

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

Until Friday… where we break down everything you need to know about Multi-Family Offices.

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