Director, Ultra-High-Net-Worth Family Office

Selby Jennings; Baltimore (MD); Sur place; USD 180 000 - 250 000; Plein temps

Résumé du poste

Selby Jennings is seeking a Director of Family Office Services in Baltimore to lead ultra‑high‑net‑worth client relationships and develop bespoke service plans.

You will provide strategic guidance on wealth preservation, tax planning, estate planning, cash flow management, and family governance, coordinating with attorneys, CPAs, investment advisors, trustees and other professionals. Mentorship and cross‑team leadership are key to success.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or related field.
• 10+ years of experience in family office services, private client advisory, wealth management, trust services, tax, or public accounting.
• Demonstrated experience serving high-net-worth and ultra-high-net-worth families.
• Deep understanding of estate planning, tax planning, trust structures, and wealth transfer strategies.
• Excellent communication and presentation skills.
• CPA, CFP, CFA, JD, or equivalent credential strongly preferred.

Responsabilités

• Lead relationship management for ultra-high-net-worth families.
• Develop and oversee customized family office service plans.
• Provide strategic guidance on wealth preservation, taxes, and governance.
• Coordinate with attorneys, CPAs, investment advisors, and trustees.
• Review complex personal financial statements and family office reports.
• Oversee household finances, family entities, trusts, and investment structures.
• Lead complex client projects including liquidity events and real estate transactions.
• Mentor and develop junior staff.
• Participate in business development and referral networks.
• Establish best practices, operating procedures, and service standards.

Connaissances

Relationship management

Leadership

Wealth planning

Estate planning

Tax planning

Formation

Bachelor's degree

Description du poste

Selby Jennings is seeking a Director of Family Office Services in Baltimore to lead ultra‑high‑net‑worth client relationships and develop bespoke service plans.

You will provide strategic guidance on wealth preservation, tax planning, estate planning, cash flow management, and family governance, coordinating with attorneys, CPAs, investment advisors, trustees and other professionals. Mentorship and cross‑team leadership are key to success.