Family Office Vice President

Navigate Search; Dallas (TX); On-site; USD 180,000 - 300,000; Full time

Job summary

Navigate Search is seeking an experienced executive to oversee the enhancement and continuous improvement of this Outsourced Multifamily Office (OMFO) serving ultra-high net worth clients in Dallas. You will couple established policies with tailored services to deliver a world-class experience for clients with complex needs.

You will partner with internal groups, external relationships, and clients to identify opportunities, implement firm-wide policies, and drive budgeting, staffing, and risk

Qualifications

• Bachelor's degree in finance, accounting, economics, business administration, or equivalent.
• Proven track record of scaling Ultra High Net Worth Multi-Family Office operations.
• Ability to set group goals aligned with corporate objectives.
• Experience creating and implementing policies at a group level.
• Strong risk management and sound judgment.
• Pro-active problem-solver who can manage competing priorities.
• Excellent verbal and written communication.
• Previous managerial experience with leadership proven.
• Strong interpersonal skills to motivate teams.
• Excellent time management and organizational skills.

Responsibilities

• Construct and maintain compensation administration, performance management, training needs, staffing and capacity management.
• Set goals and objectives for assigned group.
• Responsible for budgeting/planning/project schedules.
• Create, implement, and maintain policies and procedures within assigned teams.
• Implement and adopt marketing materials and initiatives.
• Work with Compliance, HR, and Legal.
• Implement firm wide policies and procedures.
• Oversee development of knowledge and training materials.
• Coordinate efforts with other applicable groups.
• Oversee interactions with external vendors and partners.
• Partner and develop operational flows within the FO group as well as associated groups including Portfolio Evaluation, Financial Planning, Sales Conversion, Client Development, and Global Custody Management.

Job description

Support the firm's ultra-high net worth clients. Company is looking for an experienced and knowledgeable executive leader to oversee the enhancement and continuous improvement of this Outsourced Multifamily Office (OMFO). You will couple established operational policies and procedures with innovative and tailored services to provide a world-class experience for our clients with unique and complex needs. In doing so, you will partner with internal groups, external relationships, and clients directly to identify opportunities for enhancement.

Responsibilities:

• Construct and maintain compensation administration, performance management, training needs, staffing and capacity management.
• Set goals and objectives for assigned group.
• Responsible for all budgeting/planning/project schedules.
• Create, implement, and maintain all policies and procedures within assigned teams/areas.
• Implement and adopt marketing materials and initiatives.
• Work in tandem with Compliance, HR, and Legal.
• Implement firm wide policies and procedures.
• Oversee development of knowledge and training materials.
• Coordinate efforts with other applicable groups.
• Oversee interactions and relationships with external vendors and business partners.
• Partner and develop operational flows within the FO group as well as associated groups including Portfolio Evaluation, Financial Planning, Sales Conversion, Client Development, and Global Custody Management

Qualifications:

• Bachelor's degree in finance, accounting, economics, business administration, or combination of education and experience required
• Track record of success building and scaling Ultra High AUM Multi-Family Office(s)
• Sound understanding of corporate goals and experience setting group goals and objectives
• Experience creating and implementing policies and procedures on a group level
• Sound judgment and organizational risk management experience
• Ability to initiate change and manage varying priorities in a fast-paced environment
• Pro-active approach to problem-solving and ability to seek appropriate assistance rapidly
• Strong verbal and written communication skills
• Previous managerial experience and strong leadership skills
• Strong interpersonal skills with the ability to motivate others
• Strong time management and organizational skills