Senior Director – Family Office Services

Cambridge Associates LLC; Boston (MA); On-site; USD 181,500 - 246,800; Full time

Benefits offered by this job

Annual performance-based bonus

Comprehensive benefits package

Job summary

Cambridge Associates LLC is seeking a Director of Family Office Services to lead the Family Office Services team within their Private Client Practice. This role requires strategic leadership and a focus on developing comprehensive family office solutions tailored to ultra-high-net-worth families.

The ideal candidate will have at least 10 years of experience in family office services or private wealth management, demonstrated leadership skills, and a strong network of relationships with external service providers. Compensation includes a competitive salary and performance-based bonus.

Qualifications

• 10+ years of experience in family office services or private wealth management.
• Strong network of relationships with external service providers.
• Demonstrated leadership and team management experience.

Responsibilities

• Refine mission and strategy for the Family Office Services team.
• Design and implement client-tailored family office services.
• Develop relationships with external service providers.

Skills

Family office design

Governance

Legacy planning

Advisory

Business development

Client relationship management

Education

Bachelor’s degree

Advanced degree (JD, MBA, CPA, CFP)

Job description

Job Summary

The Director of Family Office Services will lead the ongoing management of Cambridge Associates' Family Office Services team within the Private Client Practice. The role focuses on strategic leadership, service development, partnership management, and business development to deliver comprehensive family office solutions.

Responsibilities

• Strategic Leadership - Refine vision, mission, and strategy for the team, partner with client leads, and establish a robust operating model with service delivery standards, workflows, and performance metrics.
• Service Development & Delivery - Design and implement family office services including design, governance, legacy planning, advisory, and integration with investment management; identify client needs and tailor offerings for ultra‑high‑net‑worth families; ensure exceptional client experience.
• Partnership Management - Develop and manage relationships with external service providers (tax, legal, trusteeship, accounting, concierge, real‑estate, specialty asset management); vet, select, and evaluate partners; coordinate delivery for seamless client experience.
• Business Development & Client Engagement - Collaborate with leadership to pursue new business opportunities; serve as senior advisor to clients and prospects; represent the firm at industry events and conferences; empower internal teams through training and content creation.

Qualifications

• Bachelor’s degree required; advanced degree (JD, MBA, CPA, CFP, or similar) strongly preferred.
• 10+years of experience in family office services, private wealth management, or a related field.
• Proven expertise in family office design, governance, legacy planning, and advisory.
• Strong network of relationships with external service providers (tax, legal, accounting, etc.).
• Demonstrated leadership and team‑management experience.
• Exceptional interpersonal, communication, and client‑relationship skills.
• Strategic thinker with strong business‑development acumen and commercial sensibility.
• Strong project‑management and operational‑excellence skills.
• High ethical standards and commitment to client confidentiality.

Compensation & Benefits

Base salary range: $181,500–$246,800 per year. Eligible for an annual performance‑based bonus and a comprehensive, competitive benefits package.

Equal Opportunity Statement

The firm is committed to equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. All employees are expected to adhere to the firm’s policy toward their co‑workers.