Director - Executive and Family Office

📋 Description

• Own the CAB annual calendar and operating rhythm.
• Develop agendas and coordinate pre-reads, presentations, and meeting materials.
• Ensure decisions, commitments, and follow-up actions are documented and completed.
• Serve as the primary point of coordination for CAB members and related activities.
• Coordinate family office priorities, investments, entities, and key relationships.
• Maintain visibility into investment activity, performance, opportunities, and outstanding decisions.

🎯 Requirements

• Significant experience working with senior executives, family offices, investments, governance
• Strong business and financial acumen with the ability to understand investments and complex
• Exceptional organizational, communication, and relationship-management skills.
• High degree of discretion, integrity, and sound judgment.
• Proactive, resourceful, and comfortable operating independently in ambiguous situations.
• Strong follow-through with the ability to manage multiple priorities and stakeholders.

🎁 Benefits

• Affirmative action and equal opportunity employer
• Reasonable accommodation for individuals with disabilities