BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
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Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
24262-222

Job Type:
Permanent

Title:
Director, Family Office (24262-222)

Location:
Central Ohio

Description:
Family Office seeks Director to handle day-to-day activities, enhance
assets/investments and protect family interests including operating
businesses. The Director should have respect for the family, shared values,
and a desire to fulfill their goals/objectives while maintaining their
principles, philanthropic interests, legacy and financial security. The
Director will report directly to family leaders and work closely with the
corporate CFO and familyís bankers, personal investment advisors, legal and
other outside business advisors.

RESPONSIBILITIES
Provide financial planning counsel, accounting/business advice, and risk
management; assist with implementation/changes to estate planning and
outside accounting firm with tax return preparation; research/coordinate
investment opportunities; manage bank transactions and legal issues as
needed; monitor trusts
Monitor transactions related to trusts/partnerships, real estate/financial
investments/other entities to ensure safekeeping of assets, good legal
standing and adherence to governing guidelines/restrictions
Identify solutions to questions/issues related to
legal/tax/investment/trust/personal business/insurance related matters
Research/manage personal and business related projects as needed
Prepare concise/informative financial reports on
daily/monthly/quarterly/annual basis
Assess outside business/investment opportunities presented for consideration
Manage alternative/complementary income: investment income, interest rate
leverage, asset appreciation, insurance rate management, retirement benefit
optimization
Streamline existing procedures as appropriate
Oversee coordination/support of health/wellness team for specific health
needs
Maintain household HR records and coordinate miscellaneous household
activities
Sit on investment committee of family-owned investment management company;
act as short-term back-up to corporate CFO in their absence

REQUIREMENTS:
10+ years financial/legal/investment experience; prior family
office experience desired
Bachelorís degree in accounting/finance; J.D. and CPA preferred
Knowledgeable about investments/taxes/real estate/estate planning/trust
administration
Strong communication skills; experience handling confidential information;
ability to implement best practices for high performance family office
Proven ability to work/communicate with diverse stakeholders inclusive of
family members/company leadership/household staff/external advisors
Commitment/loyalty to the mission/values/vision of the family; highest
degree of integrity/honesty/discretion
High energy self-starter with high initiative/resourcefulness; sense of
ownership/perseverance to achieve desired goals;
patient/personable/flexible; mature/self-confident/hands-on collaborator;
consensus-builder with good judgment/appropriate level of decisiveness
Ability to be a trusted advisor to the family, helping guide/support
strategy and direction


Category:
Asset Management

Contact:
matt@bcius.com