Family Office COO / Director of Operations
Family Office COO / Director of Operations
Career Group
New York City Metropolitan Area
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Family Office COO / Director of Operations
NYC family office is looking for an experienced Family Office Director of Operations to inhabit a newly created role reporting directly to the principal. The candidate will be a highly intelligent and resourceful, detail-oriented, team builder able to anticipate the principals' needs and is comfortable navigating ambiguity with ease. Qualified candidates can manage complex projects, institute robust business processes, build and lead teams and expert networks, work independently, wear multiple hats and be hands on with an ever-changing list of priorities.
Key Responsibilities
Project Management
- Serve as advisor and trusted thought partner to principals on high value emerging needs and special projects. Able to seamlessly navigate between strategic thinking and operational execution with minimal guidance.
- Provide project support to principals, which will include both personal and business-related activities.
- Implement process driven approaches across teams and service lines. Drive and maintain project tracking dashboards for complex projects.
- Create and maintain a local expert network of service providers (medical, personal shopping, travel, food/entertainment).
- “Air traffic control” travel planning and logistics; help plan and execute special events.
- Special projects may involve asset acquisitions, public relations, technology implementation, network relationship building, among other things.
Family Office and Household Operations Lead
- Lead and manage a team of five (and growing) across estate and property management, security and IT capabilities. Hire, coach and develop a best in class high performing team.
- Facilitate team-wide project tracking system to enable coordination and accountability
- Oversee and be accountable for multi million dollar budget and expense tracking
- Maintain written, accessible standard operating procedures to ensure team has a clear understanding of processes
- Proactively identify opportunities to develop and institute systems and processes to improve service levels
- Coordinate staff schedules to ensure adequate coverage at all times based on principals’ needs
- Oversee Property Manager and ensure all household support activity is managed appropriately
- Manage scope, resources, schedules, communications and costs for major household projects
- Perform regular and timely performance reviews that provide constructive guidance and coaching while holding employees accountable to results
Qualifications
- Attentive to principals’ preferences and style (intuitive to their needs)
- Highly organized, detail oriented, proactive, excellent project management skills, budget management, efficient and service-leader mentality
- Ability to maintain discretion
- Strong communication skills. Able to present and explain complex scenarios, projects, budgets, etc. to principals in a clear and concise manner.
- Ability to develop and maintain exceptional working relationships with family office team, service providers, contractors and vendors
- Ability to easily take direction and oversee complex or ambiguous projects
- Technology fluent. Experience working with project management software
- Positive attitude and ability to handle work with ease and calm demeanor
- Able to travel domestically as necessary
Requirements
- Bachelor’s Degree, preferably a BS; advanced degrees such as MBA, JD or PhD welcomed; non traditional background welcomed as well.
- 9+ years of relevant experience in a similarly dynamic professional or family office environment
- Authorization to work in the US
- Compensation DOE to approx. 450 - 650k base
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Seniority level
Not Applicable -
Employment type
Full-time -
Job function
Management and Project Management -
Industries
Financial Services and Individual and Family Services
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