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Job description
Support the firm's ultra-high net worth clients. Company is looking for an experienced and knowledgeable executive leader to oversee the enhancement and continuous improvement of this Outsourced Multifamily Office (OMFO). You will couple established operational policies and procedures with innovative and tailored services to provide a world-class experience for our clients with unique and complex needs. In doing so, you will partner with internal groups, external relationships, and clients directly to identify opportunities for enhancement.
Responsibilities:
Construct and maintain compensation administration, performance management, training needs, staffing and capacity management.
Set goals and objectives for assigned group.
Responsible for all budgeting/planning/project schedules.
Create, implement, and maintain all policies and procedures within assigned teams/areas.
Implement and adopt marketing materials and initiatives.
Work in tandem with Compliance, HR, and Legal.
Implement firm wide policies and procedures.
Oversee development of knowledge and training materials.
Coordinate efforts with other applicable groups.
Oversee interactions and relationships with external vendors and business partners.
Partner and develop operational flows within the FO group as well as associated groups including Portfolio Evaluation, Financial Planning, Sales Conversion, Client Development, and Global Custody Management
Qualifications:
Bachelor's degree in finance, accounting, economics, business administration, or combination of education and experience required
Track record of success building and scaling Ultra High AUM Multi-Family Office(s)
Sound understanding of corporate goals and experience setting group goals and objectives
Experience creating and implementing policies and procedures on a group level
Sound judgment and organizational risk management experience
Ability to initiate change and manage varying priorities in a fast-paced environment
Pro-active approach to problem-solving and ability to seek appropriate assistance rapidly
Strong verbal and written communication skills
Previous managerial experience and strong leadership skills
Strong interpersonal skills with the ability to motivate others
Strong time management and organizational skills
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.