Senior Director – Family Office Services
Job Description
In conjunction with the Head of Private Wealth Strategies and Family Office Services, this role will focus on:
- Strategic Leadership
- Service Development & Delivery
- Partnership Management
- Business Development & Client Engagement
About the Role
The Director of Family Office Services will lead the ongoing management of Cambridge Associates' Family Office Services team within the Private Client Practice.
Responsibilities
This individual will be responsible for executing the team's mission to serve as a partner and resource across a range of family office services and solutions, including family office design, governance, legacy planning, and advisory services.
To realize the team's mission, the Director will work directly with clients and prospects or in conjunction with trusted providers, while integrating these offerings with the firm's core investment management platform.
Qualifications
- Bachelor's degree required; relevant advanced degree (JD, MBA, CPA, CFP, or similar) strongly preferred.
- 10 + years of experience in family office services, private wealth management, or a related field.
- Demonstrated expertise in family office design, governance, legacy planning, and advisory.
- Strong network of relationships with external service providers (tax, legal, accounting, etc.).
- Prominent leadership and team management experience.
- Exceptional interpersonal, communication, and client relationship skills.
- Strategic thinker with strong business development acumen and commercial sensibility.
- Strong skills in project management and operational excellence.
- High ethical standards and commitment to client confidentiality.
Benefits
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.