About this opportunity
Barnard Inc lists this Family Office Director - Wealth & Trust Strategy opportunity in bozeman, Montana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Barnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy.
The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.
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Worksite address
bozeman, MT, 59772, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.