Managing Director, Family Office
Managing Director, Family Office
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Discover the Difference. Experience Our Culture. Join the Trust Point Team.
Trust Point Inc. proudly recognized by the Business Intelligence Group as a Best Place to Work for the 8th consecutive year is seeking an experienced and client-focused Managing Director Family Office to join our team in Minneapolis MN. This is a full-time leadership opportunity for a dynamic professional passionate about relationship management team development and strategic growth.
Why Trust Point
At Trust Point weve been delivering trusted financial services for over a century. Our commitment to excellence and personalized service has made us a valued partner to individuals families businesses and charitable organizations. Our people are our greatest asset and we pride ourselves on fostering a collaborative supportive culture where every voice is heard and every team member is empowered to grow.
Were not just a workplace-were a community. Our open-door leadership inclusive environment and year-round appreciation initiatives are just a few of the reasons our employees choose to build their careers with us.
Learn more about our culture here: Trust Point Culture Video
What We Offer:
- Comprehensive benefits including medical dental life and long-term disability insurance
- Exceptional 401(k) and profit-sharing plan
- A collaborative environment
- Opportunity to grow with a growing company offering continuous learning opportunities
What Youll Do:
As Managing Director you will provide leadership to our Family Office team while building and strengthening client relationships. You will ensure the highest standard of client service compliance and revenue growth through the following areas of responsibility:
- Lead and mentor a high-performing team fostering a collaborative and client-focused culture.
- Manage complex client relationships with ultra-high-net-worth individuals and families delivering customized fiduciary and wealth solutions.
- Assist clients with estate planning trust administration and retirement plan strategies.
- Ensure regulatory compliance and operational excellence across all accounts.
- Collaborate with internal teams and clients external advisors to deliver seamless holistic service.
- Contribute to long-term strategic planning and departmental success
Qualifications:
- Bachelors degree required; Business Accounting Finance preferred
- 510 years of relevant experience in fiduciary services wealth management or a related field
- Minimum 5 years of leadership or management experience preferred
- Professional certifications (JD CPA CFP CTFA) strongly preferred; willingness to pursue credentials encouraged
- Proven ability to manage complex client relationships and lead cross-functional teams
WORK SCHEDULE:
This is a full-time hybrid position working Monday-Friday 8am-5pm.
Trust Point is proud to be an equal opportunity workplace.
We cultivate a culture of inclusion for all employees that respects their individual strengths views and experiences. We believe that our differences enable us to be a better team - one that makes better decisions drives innovation and delivers better business results.
Required Experience:
Director
Employment Type
Full-Time
