simple apsMillbrae, CA
Managing Director, Finance & Operations, Single Family Office, San Francisco
$250,000 - $450,000 per year
Apply →Managing Director, Finance & Operations, Single Family Office, San Francisco
Managing Director, Finance & Operations, Single Family Office, San Francisco
simple apsMillbrae, CA
today
$250,000 - $450,000 per year
Trust, Fiduciary, and Custody ActivitiesPortfolio Management and Investment AdviceMiscellaneous Financial Investment Activities
Apply for this role →A lean single family office supporting a hands-on technology-entrepreneur Principal is hiring a Managing Director, Finance & Operations. The mandate centres on legacy, estate planning and multi-generational wealth preservation across a complex structure of eight trusts, multiple properties, investment funds and other assets. This is an individual-contributor role reporting to the Principal and Controller, bridging finance, operations and compliance in a privacy-focused environment where scope is expected to expand.
The organisation is a lean single family office with a related investment team, supporting a highly successful, hands-on Principal who is a technology entrepreneur. The primary focus is legacy, estate planning and multi-generational wealth preservation across a complex structure spanning eight trusts, multiple properties, investment funds and other assets.
Responsibilities:
Portfolio management and coordination with investment managers
Alignment of investments with estate-planning objectives
Cash-flow forecasting
Bridging finance, operations and compliance functions
Working closely with external advisors and the Chief of Staff in a lean environment where scope is expected to expand
Ideal background: family office experience preferred; family office finance operations, hedge fund CFO/COO, legal/GC, or family-business backgrounds all considered. Discretion, high EQ, strong judgement and the ability to operate in a privacy-focused environment without ego. Bachelor's degree in Finance, Economics, Business or a related field; MBA preferred.
Also on the board Same function, level within a rung
Level
Manager
Salary
$250,000 - $450,000 per year
Location
Millbrae, CA
Occupation
Financial Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
today