Director of Family Office Operations & Growth

Mysmartjobboard; Boca Raton (FL); Híbrido; USD 150.000 - 230.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) benefits

Hybrid/Remote work

Descripción de la vacante

Family Office Growth Partners—a boutique firm serving ultra-high-net-worth families—seeks a Director of Operations to lead day-to-day operational infrastructure and strategic initiatives. You will partner with the CEO/COO to drive structure, accountability, and scalable processes across finance, HR, tech, and client services.

The role requires balancing strategic priorities with hands-on execution in a fast-paced environment.

Formación

• 15+ years of progressive operational leadership experience in family office, wealth management, or professional services.
• Demonstrated ability to build and improve infrastructure, workflows, controls, and reporting.
• Strong project management, organizational, problem-solving, and execution capabilities.
• Excellent written and verbal communication skills with attention to detail.
• Experience coordinating financial operations, HR administration, vendors, and technology.

Responsabilidades

• Work with CEO/COO to translate leadership initiatives into actionable plans with measurable outcomes.
• Develop, implement, and improve operational processes, workflows, and SOPs.
• Oversee technology environment (Asana, ShareFile, QuickBooks Online, HubSpot CRM) and pursue AI-enabled efficiencies.
• Manage CRM, client onboarding, proposals, and transition to client service teams.
• Oversee accounts receivable, billing, payroll, benefits, and vendor relationships.

Conocimientos

Operational leadership

Project management

Communication

Problem solving

Herramientas

HubSpot CRM

Asana

ShareFile

QuickBooks Online

Descripción del empleo

Family Office Growth Partners—a boutique firm serving ultra-high-net-worth families—seeks a Director of Operations to lead day-to-day operational infrastructure and strategic initiatives. You will partner with the CEO/COO to drive structure, accountability, and scalable processes across finance, HR, tech, and client services.

The role requires balancing strategic priorities with hands-on execution in a fast-paced environment.