Senior Family Office Operations Lead

IEQ Capital; Foster City (CA); Hybrid; USD 170,000 - 225,000; Full time

Job summary

IEQ Capital seeks an experienced family office professional to join a dedicated client team in Foster City, CA. The Family Office Lead will coordinate across tax, estate planning, legal, insurance, banking, and operations for a select group of complex client relationships.

This role blends project leadership with hands-on execution, including coordinating wire transfers, NDAs, documents, and signature packages while maintaining trackers and status updates in a fast-paced, confidential

Qualifications

• 7+ years of relevant professional experience in a family office, multi-family office, accounting firm, law firm, private bank, wealth management firm, financial operations function, or similarly demanding client-service environment.
• Demonstrated experience managing complex projects involving multiple internal participants and external advisors.
• Strong operational and project management capabilities, including the ability to define ownership, map dependencies, maintain detailed trackers, and meet deadlines.
• A hands-on execution orientation and willingness to personally manage both high-level initiatives and detailed administrative tasks.
• Experience coordinating financial transactions, documentation, professional advisors, vendors, or client administrative workflows.
• Strong business judgment and an understanding of how legal, tax, estate, insurance, banking, and investment-related considerations intersect.
• Exceptional attention to detail, organization, accuracy, and follow-through.
• Excellent written and verbal communication skills, including the ability to synthesize complex information into clear actions and concise updates.
• Ability to operate effectively in a fast-paced and dynamic environment while managing multiple priorities.
• Demonstrated discretion and sound judgment when handling confidential, sensitive, or high-stakes matters.
• Ability to build credibility with sophisticated clients, senior internal professionals, and highly specialized external advisors.
• Comfort operating independently while recognizing when a matter requires escalation or subject-matter expertise.

Responsibilities

• Serve as the primary operating coordinator for the non-investment aspects of assigned client relationships.
• Develop a comprehensive understanding of each client’s entities, advisors, service providers, recurring obligations, and active projects.
• Translate client and team priorities into actionable workplans with clear ownership, timelines, dependencies, and next steps.
• Establish and maintain project trackers, action-item lists, operating calendars, and other systems needed to manage multiple concurrent initiatives.
• Coordinate wire transfers, payments, invoices, banking documentation, account administration, and other financial operations in accordance with established authorization and control procedures.
• Manage engagement letters, NDAs, signature packages, information requests, document collection, and other administrative workflows through completion.
• Coordinate among IEQ team members, attorneys, CPAs, tax professionals, insurance advisors, trustees, lenders, banks, and other external providers.
• Manage third-party provider relationships, including onboarding, information exchange, deliverables, renewals, and ongoing performance.
• Support complex client initiatives involving areas such as entity administration, insurance, real estate, lending, estate-plan implementation, tax coordination, philanthropy, privacy, security, and major personal transactions.
• Provide clear and concise status updates, identify risks or delays, and elevate matters requiring strategic direction, client input, or specialist expertise.
• Create connectivity between investment-related activities and the client’s broader legal, tax, estate, liquidity, insurance, and operational considerations.
• Ensure that decisions are documented, commitments are followed through, records are maintained, and important details do not fall through the cracks.

Skills

Project management

Operations leadership

Client coordination

Cross-functional collaboration

Attention to detail

Discretion with confidential matters

Communication skills

Vendor and advisor coordination

Job description

IEQ Capital seeks an experienced family office professional to join a dedicated client team in Foster City, CA. The Family Office Lead will coordinate across tax, estate planning, legal, insurance, banking, and operations for a select group of complex client relationships.

This role blends project leadership with hands-on execution, including coordinating wire transfers, NDAs, documents, and signature packages while maintaining trackers and status updates in a fast-paced, confidential