Director, Client Solutions (filled)

Chicago , IL

Single Family Office,


  • Well established Single-Family Office in Chicago seeks a Director, Client Solutions to design & implement best-in-class family engagement initiatives that provide an enhanced service & support experience to family members. 
  • Opportunity to collaborate with the Board, employees at all levels of the organization as well as external service providers to enhance each family member’s experience & engagement, while implementing and facilitating a family learning strategy. 
  • The Firm has a track record of retaining and developing top talent in a culture of excellence and dynamic growth. Competitive compensation package.  


  • Support family in developing internal communications and governance.  
  • Working closely with senior management to plan, develop & host annual relationship review meetings with each family member. 
  • Assisting with the ongoing development, implementation and ongoing management of a consolidated /family communication portal, including developing a content strategy for the company. 
  • Partner with employees and outside service providers to develop, implement and manage an engaging curriculum for family members. 
  • Collaborate with key employees to develop and manage product & services collateral  to facilitate meaningful communications to family members. 
  • Collaborate with HR to organize and implement training & development opportunities for employees that improve our client engagement 



About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.