Chief Family Office & Wealth Strategy Leader

And Simple ApS; Pawtucket (RI); On-site; USD 250,000 - 450,000; Full time

Job summary

Mack International seeks a President to lead an established family office embedded in a Pawtucket, RI business. You will set strategy, supervise tax, trust, reporting, investments, risk and governance for multiple generations, serving as senior advisor to family members and partnering with a third-generation Principal.

Ideal candidates have 15+ years in family office/wealth management, experience building or transforming an office, and direct private equity knowledge; JD/MBA/CPA/CFA preferred.

Qualifications

• 15+ years in family-office or wealth management.
• Experience building or transforming an office.
• Direct private equity knowledge; JD/MBA/CPA/CFA preferred.

Responsibilities

• Provide strategic leadership and define the family office vision and priorities.
• Lead governance, risk management, finance, reporting, and tax coordination.
• Act as senior trusted advisor to multiple generations of family members.
• Oversee investment oversight, capital allocation, and fiduciary duties.
• Engage with family committees and external advisors to align objectives.

Skills

Family office experience

Office transformation

Private equity knowledge

Professional credentials

Education

JD

MBA

CPA

CFA

Job description

Mack International seeks a President to lead an established family office embedded in a Pawtucket, RI business. You will set strategy, supervise tax, trust, reporting, investments, risk and governance for multiple generations, serving as senior advisor to family members and partnering with a third-generation Principal.

Ideal candidates have 15+ years in family office/wealth management, experience building or transforming an office, and direct private equity knowledge; JD/MBA/CPA/CFA preferred.