Director of Operations

Director of Operations

Multi-Family Office
August 23, 2020
Greater DC area, United States


Director of Operations

Greater DC area

Multi-Family Office


Boutique Multi-Family Office serving high net worth and ultra high net worth clientele is seeking a Director of Operations to identify and implement systems and processes that improve efficiency and scale the business. Clear track to the Chief Operating Officer position.
The Firm provides holistic family office services, including investment
management, financial administration and reporting as well as other advisory services with a heavy focus on private equity, private credit and real estate. Its offering is customized for each client with an emphasis on the highest level of



  • Opportunity to make an impact and advance into the COO role
  • Lead the optimization, digitization and scalability of the Firm in a
    collaborative, entrepreneurial culture with an emphasis on continual improvement of systems and processes
  • Key initial projects include the optimization of several technology platforms across the Firm (Addepar, Microsoft Dynamics GP, SalesForce, etc.), automation of accounting operations and streamlining the integration of trade operations and financial reporting
  • Potential to earn profit participation and equity in a fast growing and dynamic Independent Multi-Family Office
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