Associate Director, Family Office

I’m partnering with a leading wealth management firm to identify an experienced professional for an exciting Associate Director opportunity supporting high-net-worth and ultra-high-net-worth clients. This individual will play a key role in managing complex client relationships, coordinating across investment, advisory, and service teams, and delivering a highly personalized family office experience. Key Responsibilities:Manage complex client relationships and coordinate comprehensive wealth management and family office services.Oversee portfolio administration, asset transfers, cash management, liquidity needs, and investment implementation.Support financial, tax, retirement, and estate planning initiatives, including annual tax reporting and ad hoc client requests.Lead client meeting preparation, reporting, onboarding, and ongoing account administration while ensuring exceptional service delivery.Collaborate with investment professionals and internal stakeholders to enhance client experience and streamline service delivery. Qualifications:8+ years of experience in wealth management, family office services, estate planning, and/or tax planning.Strong understanding of investment portfolios, financial planning, and complex client service needs.Bachelors degree and Series 65 or equivalent qualification required.Excellent organizational, communication, project management, and analytical skills.Advanced degrees or certifications such as CFP, CFA, CPA, MBA, or JD are a plus. This is an excellent opportunity for a detail-oriented professional who enjoys working with sophisticated clients, managing complex financial needs, and delivering a high-touch, personalized service experience. Key Responsibilities:Manage complex client relationships and coordinate comprehensive wealth management and family office services.Oversee portfolio administration, asset transfers, cash management, liquidity needs, and investment implementation.Support financial, tax, retirement, and estate planning initiatives, including annual tax reporting and ad hoc client requests.Lead client meeting preparation, reporting, onboarding, and ongoing account administration while ensuring exceptional service delivery.Collaborate with investment professionals and internal stakeholders to enhance client experience and streamline service delivery. Qualifications:8+ years of experience in wealth management, family office services, estate planning, and/or tax planning.Strong understanding of investment portfolios, financial planning, and complex client service needs.Bachelors degree and Series 65 or equivalent qualification required.Excellent organizational, communication, project management, and analytical skills.Advanced degrees or certifications such as CFP, CFA, CPA, MBA, or JD are a plus. This is an excellent opportunity for a detail-oriented professional who enjoys working with sophisticated clients, managing complex financial needs, and delivering a high-touch, personalized service experience. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.