Ops & Investor Relations Leader - Family Office (Hybrid)

Advice Personnel; Connecticut; Hybrid; USD 150,000 - 180,000; Full time

Job summary

Advice Personnel is seeking a Director of Operations & Investor Relations for a hybrid role in Fairfield County, CT. The candidate will bridge business operations and investor relations, working closely with senior leadership to streamline processes and support sophisticated investment activities.

The ideal professional thrives in a smaller, entrepreneurial environment, takes ownership of projects, and drives efficiency across operations while maintaining strong investor relations execution.

Qualifications

• Direct investor relations experience required.
• Experience coordinating office operations in a small, entrepreneurial environment.
• Familiarity with investment administration processes (capital calls, distributions, onboarding).
• Experience in a family office/private investment setting preferred.

Responsibilities

• Oversee day-to-day office operations and maintain a professional environment.
• Coordinate operational priorities with senior leadership and manage projects.
• Identify process improvements to boost efficiency and effectiveness.
• Assist with technology initiatives and improved document management.
• Maintain organized investor information and servicing activities.
• Support investor relations communications, onboarding, and ongoing reporting.
• Coordinate capital calls, distributions, and related investor documentation.
• Collaborate with external professionals (legal, tax, accounting) on investor-related needs.

Skills

Direct investor relations

Operations coordination

Process improvement

Project management

Independent & collaborative

Tools

Microsoft Excel

Microsoft Office

Job description

Advice Personnel is seeking a Director of Operations & Investor Relations for a hybrid role in Fairfield County, CT. The candidate will bridge business operations and investor relations, working closely with senior leadership to streamline processes and support sophisticated investment activities.

The ideal professional thrives in a smaller, entrepreneurial environment, takes ownership of projects, and drives efficiency across operations while maintaining strong investor relations execution.