Director, Family Office Services — UHNW Wealth & Governance

Selby Jennings; Baltimore (MD); On-site; USD 180,000 - 240,000; Full time

Job summary

Selby Jennings is seeking a Director of Family Office Services in Baltimore, MD to lead ultra-high-net-worth client relationships and craft tailored family office plans. The role oversees wealth planning, governance, and cross‑functional collaboration with advisors to optimize client outcomes.

The successful candidate will manage complex multi‑entity structures, mentor staff, and drive business development while upholding service standards across the platform.

Qualifications

• 10+ years in family office services or wealth management.
• Deep understanding of estate planning, tax planning, trusts, and wealth transfer strategies.
• Strong leadership and client relationship management.
• Excellent communication and presentation skills.
• CPA, CFP, CFA, JD or equivalent preferred.

Responsibilities

• Serve as the lead relationship manager for ultra-high-net-worth families.
• Develop and oversee customized family office service plans.
• Provide strategic guidance related to wealth preservation, tax planning, estate planning, cash flow management, and family governance.
• Coordinate and manage relationships with attorneys, CPAs, investment advisors, 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 SP investment structures.
• Lead complex client projects, including business transitions, liquidity events, estate settlements, philanthropy initiatives, and real estate transactions.
• Identify planning opportunities and address client needs proactively.
• Mentor and develop managers and junior staff members.
• Participate in business development and referral source relationship management.
• Assist in establishing best practices, operating procedures, and service standards across the family office platform.

Skills

Relationship management

Leadership

Communication

Financial analysis

Education

Bachelor's degree in Accounting/Finance/Business

Job description

Selby Jennings is seeking a Director of Family Office Services in Baltimore, MD to lead ultra-high-net-worth client relationships and craft tailored family office plans. The role oversees wealth planning, governance, and cross‑functional collaboration with advisors to optimize client outcomes.

The successful candidate will manage complex multi‑entity structures, mentor staff, and drive business development while upholding service standards across the platform.