Director Jobs

About The Position

Requirements

• Bachelor’s degree in Business Administration, Finance, Communications, Hospitality, Economics, or related field preferred.
• 10+ years of experience in family office services, private client services, client relationship management, or other high-touch UHNW client environments.
• Experience supporting sophisticated UHNW individuals, families, executives, entrepreneurs, or multi-generational family structures strongly preferred.
• Proven ability to manage complex relationships and coordinate multiple priorities simultaneously.
• Strong organizational, communication, and problem-solving skills.
• Demonstrated ability to operate with discretion and professionalism in highly confidential environments.
• Experience collaborating with external advisors and coordinating multidisciplinary service providers preferred.
• Ability to balance strategic relationship management with hands-on execution and operational support when necessary.

Responsibilities

• Serve as the primary relationship lead and trusted point of contact for UHNW individuals and families.
• Develop a deep understanding of each client’s personal preferences, family dynamics, governance structures, philanthropic interests, and long-term priorities.
• Build and maintain trusted, multigenerational relationships through proactive communication, responsiveness, transparency, and exceptional service delivery.
• Anticipate client needs and proactively coordinate solutions that simplify complexity and enhance the overall family office experience.
• Develop customized relationship plans, meeting agendas, presentations, and follow-up action items to support evolving family objectives.
• Serve as a central strategic liaison across family stakeholders and advisory networks as needed.
• Maintain the highest standards of confidentiality, professionalism, and discretion in all client interactions.
• Utilize Salesforce as the system of record for client data and activity.
• Coordinate the delivery of integrated family office services, including: Family governance support, Lifestyle and household coordination, Accounting and bill pay oversight, Cash flow and reporting coordination, Philanthropic administration, Trust and estate coordination, Tax and legal advisor coordination, Insurance and risk management coordination, Special projects and strategic initiatives.
• Partner closely with internal operational and technical teams to ensure services are executed accurately, efficiently, and in alignment with established standards and family expectations.
• Review reports, statements, and deliverables to ensure they are accurate, client-friendly, timely, and actionable.
• Oversee onboarding and implementation processes for new family relationships and expanded service offerings.
• Coordinate across multiple advisors and service providers to ensure alignment, accountability, and continuity of service delivery.
• Identify opportunities to improve processes, communication workflows, and service delivery models that enhance the client experience.
• Incorporate technology and digital tools to improve organization, communication, reporting, and operational efficiency.
• Contribute to the growth and development of the family office platform through strong relationship management and referral generation.
• Cultivate relationships with centers of influence, including attorneys, accountants, consultants, and other professional advisors serving UHNW families.
• Participate in industry events, networking opportunities, and relationship-building initiatives to strengthen the firm’s visibility and reputation.
• Identify opportunities to expand and enhance services based on client needs and evolving family priorities.
• Support leadership with strategic initiatives, client engagement planning, pipeline management, and service enhancement opportunities.
• Assist in the development of client-facing materials, presentations, and relationship management resources.
• Partner collaboratively across internal teams to ensure seamless and coordinated client service delivery.
• Provide mentorship, guidance, and support to junior team members and client service professionals.
• Foster a culture of responsiveness, accountability, professionalism, and service excellence.
• Assist with onboarding, training, and development initiatives for team members.
• Support process improvement efforts and contribute strategic feedback to leadership regarding operational efficiencies and client experience enhancements.
• Demonstrate exceptional judgment, professionalism, and emotional intelligence in managing sensitive client matters.
• Maintain a forward-thinking mindset focused on continuous improvement and elevated client service standards.
• Operate effectively in fast-paced, highly personalized, and evolving environments.
• Uphold all internal policies, compliance expectations, confidentiality standards, and fiduciary responsibilities applicable to the role.
• Pursue ongoing professional development and remain informed on trends, best practices, and emerging issues impacting UHNW families and family offices.

Benefits

• medical
• dental
• vision
• life insurance
• 401(k) retirement plan
• health savings accounts
• short and long-term disability insurance
• voluntary critical and accident insurance
• pre-tax parking and transportation programs
• equity in Cresset