Director - Executive and Family Office

Crest Industries•Pineville, LA

About The Position

The Director of Executive & Family Office serves as a trusted partner to the CEO, providing leadership and coordination across the Crest Advisory Board (CAB), family office, investments, and other ownership-related priorities. The role brings structure, visibility, and disciplined follow-through to matters requiring the CEO's attention while protecting his capacity for the highest-value work. It requires exceptional judgment, discretion, organization, and the ability to manage complex relationships and priorities with a high degree of independence.

Requirements

Significant experience working with senior executives, family offices, investments, governance, business operations, or related areas.
Strong business and financial acumen, including the ability to understand investments and complex ownership matters.
Exceptional organizational, communication, and relationship-management skills.
A high degree of discretion, integrity, and sound judgment.
Proactive and resourceful, with the ability to operate independently in ambiguous situations.
Strong follow-through and the ability to manage multiple priorities and stakeholders.
Low ego, high ownership, and a service-oriented mindset.

Responsibilities

Own the Crest Advisory Board annual calendar and operating rhythm.
Develop CAB agendas and coordinate pre-reads, presentations, and meeting materials.
Document CAB decisions, commitments, and follow-up actions, and ensure they are completed.
Serve as the primary point of coordination for CAB members and related activities.
Coordinate family office priorities, investments, entities, and key relationships.
Maintain visibility into investment activity, performance, opportunities, and outstanding decisions.
Coordinate with financial advisors, attorneys, accountants, investment partners, and other external professionals.
Organize information and analysis to support investment and ownership decisions.
Maintain important records, commitments, and documentation.
Serve as a trusted partner on confidential and ownership-related matters.
Coordinate special projects and priorities spanning Crest, the family office, and other interests.
Prepare briefing materials and organize information needed for key decisions.
Anticipate needs, identify gaps, and ensure consistent follow-through.
Preserve institutional knowledge and continuity across ownership and governance matters.