Cambridgeassociates
Senior Director – Family Office Services
Boston · Director
Sponsorship not specifiedDetected 30 days ago
Project ManagementBusiness DevelopmentAccountingLeadershipCommunication
About the role
- Cambridge Associates ("CA") is a leading global investment firm.
- Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.
- Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.
Responsibilities
- The Director of Family Office Services will lead the ongoing management of Cambridge Associates' Family Office Services team within the Private Client Practice.
- This individual will be responsible for executing the team's mission to serve as a partner and resource across a range of family office services and solutions, including family office design, governance, legacy planning, and advisory services.
- The Director will also oversee partnerships with external providers to deliver a full spectrum of family office and family administration services to clients and prospects.
- Effectively partner with client leads to market and deliver on Cambridge's value proposition regarding family office services and solutions.
- Establish and maintain a robust operating model for the team, including service delivery standards, workflows, and performance metrics.
- Design and implement an evolving range of in-house family office services, which may include:
- Family office design and governance structure
- Develop and manage relationships with external service providers (e.g., tax, legal, trusteeship, accounting, concierge, real estate, specialty asset management).
- Oversee the vetting, selection, and ongoing evaluation of third-party partners to ensure quality and alignment with client needs.
Requirements
- 10 + years of experience in family office services, private wealth management, or a related field.
- Proven leadership and team management experience.
- Demonstrated expertise in family office design, governance, legacy planning, and advisory.
- Strong network of relationships with external service providers (tax, legal, accounting, etc.).
- Exceptional interpersonal, communication, and client relationship skills.
- Strategic thinker with strong business development acumen and commercial sensibility.
- Strong skills in project management and operational excellence
- High ethical standards and commitment to client confidentiality.
- Base salary range for this role:
Nice to have
- Bachelor's degree required
- relevant advanced degree (JD, MBA, CPA, CFP, or similar) strongly preferred.
Compensation
- 181500 Pay Range Maximum:
- In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
- Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
Benefits
- Refine the vision, mission, and strategy for the Family Office Services team in alignment with the Private Client Practice and firm-wide objectives.
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