Executive Director, UHNW Family Office Services

Silvercrest Asset Management Group; New York (NY); On-site; USD 200,000 - 250,000; Full time

Job summary

A premier asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families. The role requires building and managing client relationships, leading a multidisciplinary team, and developing tailored investment and financial strategies. Candidates must possess a Bachelor's degree along with 10+ years in wealth management or a comparable field. This position offers a competitive salary ranging from $200,000 to $250,000 USD, in addition to a robust benefits package.

Qualifications

• 10+ years of experience in wealth management, private banking, or multi-family office environment.
• Ability to manage complex client relationships and multi-generational planning.
• Deep understanding of investment strategies, estate planning, and tax structuring.

Responsibilities

• Act as a trusted advisor to client families.
• Manage and lead a multidisciplinary team.
• Develop and implement tailored wealth management strategies.
• Oversee operations related to accounting, reporting, and compliance.
• Drive business development efforts through referrals and networking.

Skills

Wealth management

Leadership

Project management

Investment strategies

Interpersonal skills

Education

Bachelor’s degree

Advanced degree (JD, MBA, CPA, or CFP)

Job description

A premier asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families. The role requires building and managing client relationships, leading a multidisciplinary team, and developing tailored investment and financial strategies. Candidates must possess a Bachelor's degree along with 10+ years in wealth management or a comparable field. This position offers a competitive salary ranging from $200,000 to $250,000 USD, in addition to a robust benefits package.