Family Office Financial Operations Director

Our client, a mission-driven ultra high-net-worth family with a significant philanthropic footprint, is seeking a Family Office Financial Operations Director to build and lead the personal finance function for their newly established family office in New York City. As the first dedicated hire overseeing all financial operations, you will play a critical role in creating the function from the ground up, establishing robust financial protocols, and coordinating a complex network of advisors and internal teams. This opportunity offers substantial ownership in shaping the financial infrastructure to support evolving personal and entity-level needs in a collaborative and low-ego environment.

Job Responsibilities

• Design and implement foundational workflows, controls, and procedures for all day-to-day financial operations, scaling with increased complexity
• Maintain comprehensive oversight of assets and liabilities, including trusts, real estate, insurance policies, banking relationships, entities, and investments
• Manage bill payments, tax and insurance obligations, and cash flow tracking in partnership with external advisors and internal team support
• Supervise and coordinate with accounting firms, estate attorneys, executive assistants, and property management staff to ensure seamless execution of financial transactions
• Oversee record keeping, reporting, and reconciliation for both personal finance and entity operations; prepare regular financial summaries for principals
• Develop and maintain relationships with service providers, ensuring high standards for data integrity, financial governance, regulatory compliance, and risk mitigation
• Advise on hiring or selection of additional service providers, as necessary, and assess opportunities to optimize financial protocols
• Serve as a central liaison and decision-making hub in concert with the Chief of Staff and philanthropist principals
• Coordinate operational strategy and information sharing across the philanthropic and personal sides, supporting the potential evolution of a formal family office structure
• Undertake special projects and adapt to emerging needs within a start-up style environment

Job Requirements

• 10-20 years of experience in financial operations for ultra high-net-worth individuals, family offices, or advisory services firms (public accounting family office groups highly valued)
• Proven success in start-up, evolving environments, with ability to build and own new processes from inception
• Strong background managing multi-entity structures (LLCs, trusts, foundations) and supporting sophisticated personal finance operations
• Demonstrated discretion and experience handling highly confidential information with sensitivity
• Knowledge of private foundation financial operations or impact investing highly desirable
• Collaborative mindset and ability to work effectively with senior stakeholders, advisors, and cross-functional support teams
• Advanced organizational, process design, and financial management skills; controller or senior operations experience preferred

The annual base salary range is $200,000 to $250,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

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