Director, Family Office Services, Baltimore

And Simple ApS; Baltimore (MD); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Hybrid work model

Exposure to UHNW clients

Job summary

Selby Jennings seeks a Director, Family Office Services in Baltimore to lead relationship management for ultra-high-net-worth families and to design comprehensive family-office service plans.

You will coordinate with attorneys, CPAs, and investment advisers, oversee trusts and household finances, and mentor junior staff while driving business development.

Qualifications

• UHNW client experience required.
• Deep understanding of estate/tax planning, trusts and wealth transfer is preferred.
• Strong leadership and communication abilities required.

Responsibilities

• Serve as lead relationship manager for ultra-high-net-worth families
• Develop and oversee customized family office service plans
• Provide strategic guidance on wealth preservation, tax planning, estate planning, cash-flow management and family governance
• Coordinate and manage relationships with attorneys, CPAs, investment advisers, trustees and other external professionals
• Review complex personal financial statements, net-worth reports and family-office reporting packages
• Oversee household finances, family entities, trusts and special-purpose investment structures
• Lead complex client projects (business transitions, liquidity events, estate settlements, philanthropy, real estate)
• Identify planning opportunities and proactively address client needs
• Mentor and develop managers and junior staff; participate in business development and referral-source management
• Help establish best practices, operating procedures and service standards across the platform

Skills

Client relationship management

Wealth management

Financial analysis

Communication skills

Leadership

Education

Bachelor’s in Accounting, Finance, Business or related field

CPA, CFP, CFA, JD or equivalent preferred

Job description

Selby Jennings is searching for a Director, Family Office Services for a growing multi-family office in Baltimore to act as lead relationship manager for UHNW families. The role designs family-office service plans and advises on wealth preservation, tax and estate planning, cash-flow management and family governance, while coordinating external advisers, overseeing household finances, entities and trusts, leading complex client projects, mentoring staff and supporting business development.

Search for a Director, Family Office Services with a growing multi-family office in Baltimore, Maryland. Target profiles include professionals from family office services, private client advisory, trust services, wealth management or public accounting who enjoy acting as a trusted adviser to sophisticated clients.

Responsibilities:

• Serve as lead relationship manager for ultra-high-net-worth families
• Develop and oversee customized family office service plans
• Provide strategic guidance on wealth preservation, tax planning, estate planning, cash-flow management and family governance
• Coordinate and manage relationships with attorneys, CPAs, investment advisers, trustees and other external professionals
• Review complex personal financial statements, net-worth reports and family-office reporting packages
• Oversee household finances, family entities, trusts and special-purpose investment structures
• Lead complex client projects (business transitions, liquidity events, estate settlements, philanthropy, real estate)
• Identify planning opportunities and proactively address client needs
• Mentor and develop managers and junior staff; participate in business development and referral-source management
• Help establish best practices, operating procedures and service standards across the platform

Qualifications:

• Bachelor's in Accounting, Finance, Business or related field
• 10+ years in family office services, private client advisory, wealth management, trust services, tax or public accounting
• UHNW client experience
• deep understanding of estate/tax planning, trusts and wealth transfer
• leadership experience
• strong communication and advanced financial analysis
• CPA, CFP, CFA, JD or equivalent strongly preferred.
• Hybrid arrangement.