Family Office Director: UHNW Wealth Strategy Lead

Bridges Trust; Omaha (NE); Hybride; USD 120 000 - 190 000; Plein temps

Résumé du poste

Bridges Trust is seeking a Family Office Director to oversee a client portfolio, coordinating tax, accounting and wealth management services for individuals, families, trusts and foundations. You will lead a team across investment management, trust, accounting and philanthropy to deliver proactive, high-impact advice.

The role emphasizes strategic relationship management, client satisfaction, and cross‑functional collaboration with external advisors to meet multi-generational financial goals.

Qualifications

• Bachelor's degree required; finance or accounting preferred.
• Graduate degree (MBA/JD) and/or CPA preferred; 5+ years of tax, legal, finance, accounting, or wealth management experience.
• Experience with ultra-high net worth clients.

Responsabilités

• Serve as a primary team member for a portfolio of clients, managing relationships, day-to-day financial transactions, and reporting.
• Coordinate with internal and external advisors for tax, accounting, and wealth management needs.
• Develop understanding of each client’s goals, including estate and tax planning.
• Support education in stewardship, financial literacy, and philanthropy for clients.

Connaissances

Fiduciary knowledge

Investments knowledge

Tax knowledge

Legal knowledge

Operations knowledge

Negotiation

Leadership

Sales

Analytical thinking

Communication skills

Teamwork

Detail oriented

Microsoft Office

Organizational skills

Multi-tasking

Formation

Bachelor's degree

MBA/JD (CPA preferred)

Outils

Microsoft Office

Description du poste

Bridges Trust is seeking a Family Office Director to oversee a client portfolio, coordinating tax, accounting and wealth management services for individuals, families, trusts and foundations. You will lead a team across investment management, trust, accounting and philanthropy to deliver proactive, high-impact advice.

The role emphasizes strategic relationship management, client satisfaction, and cross‑functional collaboration with external advisors to meet multi-generational financial goals.