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Family Office Managing Director

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1 Vacancy
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Job Location drjobs

San Antonio - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Description

We are assisting our client a prestigious family office in their search for a Family Office Managing Director. This executive leadership role involves overseeing the familys wealth management and investment strategies to ensure the safeguarding and growth of assets.

The Family Office Managing Director will play a pivotal role in forming and executing investment strategies enhancing the familys financial literacy and building relationships with key investment partners advisors and family members. The ideal candidate will bring a wellrounded approach to wealth management that combines strategic insight with an understanding of family dynamics and governance.

To learn more about the recruitment company handling the search please visit our website:

Responsibilities:



Requirements
  • Bachelors degree in Finance Economics Business Administration or related field; an MBA or related advanced degree is highly desirable.
  • A minimum of 12 years of related experience in wealth management family office operations or investment management.
  • Strong understanding of investment strategies financial markets and family governance.
  • Proven track record of managing investment portfolios and fostering client relationships.
  • Excellent analytical skills complemented by exceptional verbal and written communication abilities.
  • Demonstrated leadership capabilities with experience in managing teams.
  • High level of integrity professionalism and the ability to handle sensitive family matters with discretion.
  • Bilingual capabilities may be an asset depending on the familys preferences.

If you are a strategic thinker with a passion for family wealth management and a track record of success we invite you to apply for this exciting opportunity.



Benefits
  • Competitive base salary commensurate with experience $200k $300k)
  • Performancebased annual bonus and longterm incentive plan
  • Executive health and wellness program
  • Retirement savings plan with generous company contributions
  • Paid time off and sabbatical opportunities
  • Company car or car allowance
  • Participation in employee stock purchase plan

Equal Employment Opportunity and NonDiscrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions whether with Keller Executive Search or our clients qualified applicants will receive consideration for employment without regard to race skin color religion sex sexual orientation gender identity gender expression national origin age protected veteran status disability genetic information or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective reasonable accommodations. If you need assistance or an accommodation please contact us at .

Compensation Information: For client positions compensation information is available in the job post. If not provided it will be shared during the interview process in accordance with applicable laws. When required by law salary ranges will be included in job postings. Actual salary may depend on skills experience and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal state and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions including recruiting hiring placement promotion termination layoff recall transfer leaves of absence compensation and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race skin color religion gender sexual orientation gender identity or expression national origin age genetic information disability or veteran status.

EVerify Participation: Keller Executive Search and/or our clients may participate in EVerify. Information about EVerify participation will be provided during the application process where applicable.

Privacy and Pay Equity:

StateSpecific Information:

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran please inform us during the application process.

Genetic Information: In accordance with federal and state laws both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Additional Assistance: If you need further assistance to fully engage in our application process please contact .

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.


Required Experience:

Director

Employment Type

Full-Time

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