Director of Pillar Projects - Estate & Tax Planning

Dalio Family Office • Westport, CT

405d • $200,000 - $275,000 • Hybrid

About The Position

The Director of Pillar Projects at the Dalio Family Office will support the Head of Estate & Tax Planning by managing various projects, budgets, and timelines. This role is crucial for ensuring the success of the pillar's initiatives and requires strong problem-solving and decision-making skills. The director will act as a business manager, facilitating communication and collaboration among stakeholders to achieve shared goals.

Requirements

• 8+ years of project management experience, including successful completion of multiple medium/large projects concurrently.
• Experience managing and supporting departmental budgets and timelines.
• Experience in risk management, including identifying, assessing, and mitigating project risks.
• Proficiency in project management methodologies such as Agile, Scrum, or Waterfall.
• Project Management Certification such as Six Sigma Green Belt or Certified Project Management Professional (PMP) highly preferred.

Nice To Haves

• Experience with project management software like Monday.com or Asana.
• Goal orientation with the ability to distill broad information into actionable plans.
• Ability to manage project documentation and ensure compliance with organizational standards.

Responsibilities

• Manage multiple Tax and Estate Planning projects, overseeing project plans, timelines, budgets, and deliverables.
• Synthesize project status and create/update project reporting.
• Communicate closely with internal and external attorneys and accountants.
• Partner with the Pillar Head to identify and solve gaps in workflow management.
• Support the pillar by managing operations, determining and tracking priorities, and reporting to management.
• Hold senior and junior stakeholders accountable for their roles and responsibilities.
• Identify, resolve, and escalate issues, risks, dependencies, and decisions.
• Ensure projects adhere to traditional project management best practices and methodologies.
• Drive effective communication regarding the activities of the pillar.
• Report and execute on key performance indicators cross-functionally and to leadership.

Benefits

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement
• Backup childcare services
• Insurance, financial, and legal services

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed