Reference Number: HRJ6955
Location: Indianapolis, Indiana
Judson Group has partnered with a highly regarded Indianapolis wealth management firm in the search for a Director of Family Office Services.
The ideal candidate has extensive tax and estate planning knowledge and experience working with UHNW clients in addition to experience managing a team and accompanying budget. This person will be a part of the firm’s senior management team and will manage the firm’s Family Office Services group in addition to serving as a subject matter expert in that area. Also, this person will serve as the Chief Fiduciary Officer and oversee the firm’s trust company. This is a highly visible position at the firm and the ideal candidate will have experience representing the firm at industry related functions.
Key responsibilities and requirements include:
- Director of Family Office Services
- Effectively manage the FOS team to ensure timely, accurate, and quality client deliverables
- Serves as a FOS technical resource for the firm
- Oversees, reviews, and develops FOS technical materials and educational pieces
- Regularly partners with the firm’s Advisors to prepare for and present in client meetings
- Chief Fiduciary Officer
- Manages and oversees the daily administration of all fiduciary accounts
- Responsible for supporting business development, risk mitigation and management, and family office development
- Manages FOS and Trust Company team members in areas including performance, efficiency, and individual workload.
- Minimum of 10 years relevant experience in wealth management.
- Advanced degrees and/or designations highly preferred (CFP, CPA, JD)
Compensation:
Base salary competitive with current base and experience level with bonus plan in addition. Equity potential.
Location:
Indianapolis, Indiana
Reference Number: HRJ6955
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