Family Office Director - Wealth & Trust Strategy

Barnard; Bozeman (MT); On-site; USD 100,000 - 150,000; Full time

Job summary

Barnard in Bozeman, Montana is seeking a Family Office Director to oversee financial, legal, tax, and administrative matters for a high-net-worth family. This role requires an experienced professional with at least 8 years of experience in the financial sector, who is discreet and organized. The Director will collaborate closely with various financial professionals and maintain a personal presence in Bozeman. Qualifications include a Bachelor's degree in a relevant field and strong analytical skills.

Qualifications

• 8+ years of progressive experience in accounting, financial preparation and reporting, wealth management, or corporate finance.
• Proven ability to work in a fast-paced, confidential environment supporting high-net-worth individuals.
• Strong business acumen with investment sense and strategic thinking.

Responsibilities

• Oversees financial, legal, tax and administrative affairs of a family and their business ventures.
• Collaborates with attorneys, CPAs, bankers, and investment advisors.
• Coordinates Trust administration and maximizes financial performance.

Skills

Financial acumen

Strategic thinking

Exceptional discretion

Analytical thinking

Excellent communication

Education

Bachelor’s degree in Accounting, Business, Finance, or related field

MBA, CPA, CFP, CFA preferred

Job description

Barnard in Bozeman, Montana is seeking a Family Office Director to oversee financial, legal, tax, and administrative matters for a high-net-worth family. This role requires an experienced professional with at least 8 years of experience in the financial sector, who is discreet and organized. The Director will collaborate closely with various financial professionals and maintain a personal presence in Bozeman. Qualifications include a Bachelor's degree in a relevant field and strong analytical skills.