Managing Director- Westport, CT

Our client a private equity CEO based in Fairfield County CT is seeking a highly capable and financially minded Managing Director to oversee and optimize his personal financial ecosystem. This individual will operate as a trusted right hand managing liquidity financial infrastructure household financial operations and day-to-day financial administration with a focus on clarity efficiency and execution.

This role is best suited for someone who thrives in a lean entrepreneurial environment and can seamlessly move between high-level financial strategy and hands-on execution. The ideal candidate is polished proactive self-directed tech-savvy and highly discreet. This is a unique opportunity offering significant long-term upside and the ability to grow alongside the principal as his personal office and infrastructure continue to evolve.

Key Responsibilities

• Maintain a real-time view of all assets including public markets private investments real estate and cash
• Oversee liquidity planning including capital calls distributions and cash deployment
• Manage banking relationships account structures and cash flow across entities
• Execute wires oversee bill pay and ensure operational accuracy and efficiency
• Serve as the central point of contact for tax legal and financial advisors
• Prepare concise financial summaries reporting and ad hoc analyses
• Oversee financial operations across multiple properties including transactions and vendor management
• Manage household financial operations including payroll budgets and service providers
• Build and improve systems to enhance financial visibility organization and efficiency

Qualifications

• 7 years of relevant experience
• Bachelors degree in Finance or Accounting preferred
• Background in family office private wealth personal CFO Chief of Staff private banking or similar environments
• Experience directly supporting UHNW individuals founders or executives highly preferred
• Strong understanding of liquidity management and financial structures
• Experience with real estate and/or household operations preferred
• Highly organized detail-oriented proactive and solutions-oriented
• Tech-forward mindset with comfort leveraging AI and technology tools to improve efficiency
• Strong judgment discretion and communication skills

Schedule: Hybrid; periodic in-person availability required

Compensation: Approximately $250000 total compensation dependent on experience