Dforeferrals

Director of Global & Strategic Planning

Westport, CT · Director

No sponsorship$400k-$500kDetected 20 days ago
LeadershipPublic Speaking

About the role

  • The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back.
  • The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
  • Provide an integrated view that treats "global" as inclusive of the U.S. (i.e., a multilateral, multidimensional lens).

Responsibilities

  • Support the Pillar Head in advising how global investments, entities, philanthropy, trusts, and operating activities should be structured, coordinated, sequenced, and governed across jurisdictions.
  • Support workstreams involving cross-border family matters (e.g., residency, citizenship, mobility) by preparing analyses, framing choices, and sequencing decisions.
  • Build and maintain initiative charters: objectives, scope, stakeholders, sequencing, dependencies, risks, decision points, and escalation paths.
  • Global Family & Structural Planning Support
  • Strategic Risk & "Case of First Impression" Judgment Support
  • Maintain a pragmatic risk register for strategic initiatives and escalation items (owned by Deputy; reviewed with Head).

Requirements

  • Demonstrated ability to operate across tax/legal/regulatory/reputational dimensions without being the functional executor.
  • Ability to travel internationally up to 50% of the time
  • Minimum of twelve (12) years in a blend of: single family office / UHNW advisory, complex cross border structuring, institutional investing platform strategy, top-tier consulting (FS/private capital), or global enterprise planning roles.
  • Compensation:
  • Compensation for the role includes a competitive salary in the range from $400,000 -$500,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.
  • Please note we are unable to provide immigration sponsorship for this position.
  • At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

Nice to have

  • Bachelor's degree from accredited university, post graduate study such as a JD or MBA preferred

Skills

  • Identify second- and third-order implications, tradeoffs, and downstream impacts-especially in "case of first impression" activities.
  • Provide continuity and institutional context across multi-year projects and advisor rotations.
  • Oversee coordination and integration of new initiatives/constructs that require cross Pillar alignment and governance.
  • Additional duties as assigned
  • The ideal candidate will possess the following knowledge, skills, attributes, and values:

Compensation

  • Please note we are unable to provide immigration sponsorship for this position.
  • At the DFO, we believe our biggest asset is our people.
  • Compensation for the role includes a competitive salary in the range from $400,000 -$500,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.

Benefits

  • 100% company paid medical premiums
  • Generous PTO offering
  • Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Equal opportunity

  • We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture.

Visa & Work Authorization

  • Please note we are unable to provide immigration sponsorship for this position.
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This listing is sourced directly from Dforeferrals's careers page and normalized into a canonical job model.