Director of Family Office

Job Summary

The Moneta Family Office is a trusted partner to our teams and professionals specializing in serving ultra-high net worth families.  We understand their needs, and work side by side providing high touch/high support through a dedicated team, modern technology, and customized products and services. 

The Moneta Family Office team is seeking a Director of Family Office who will play an integral role in development and execution on the value-add roadmap and strategy. The Director of Family Office is a key position that will be responsible for leading and growing our FMO talent at the firm. We expect this Director of Family Office to be a leader in performing private client business development and relationship management in the ultra-high net worth and family office space.

We have made our name by going further—and our advisors strive to surpass even the highest of expectations. That is why Moneta is the premier choice for ultra-high net worth clients who require the dedicated advocacy and service of a family office, with the backing of a wealth management firm of exceptional size and scope.  With over $27 Billion in AUM, 5 offices across the US and 390 dedicated employees, Moneta is the premier RIA for Family Offices services.

Duties & Responsibilities

• Work with leadership to develop and implement a Family Office strategic plan.
• Serve as the subject matter expert and a dedicated resource for our advisor teams.
• Provide thought leadership in all areas of managing ultra-high net worth families.
• Participate in drafting proposals and RFP responses.
• Create best practices to build sustainable business models aligned with the goals of the families and the families they serve.
• Serve as a brand ambassador to heighten awareness of Moneta Family Office in the industry.
• Develop third-party professional alliances and resources to the family office community. These areas include but are not limited to firms that specialize in technology/reporting solutions, banking/lending, family office administrative services/bill pay, family office external consultants and lifestyle management solutions. 
• Partner closely with Marketing to develop family office specific collateral, presentations, and social media presence.
• Provide ‘Raving Fan’ service to clients internal and external

Qualifications

• At least 8 years of experience in working directly with the ultra-high net worth community.
• A deep subject matter expertise in the family office community.
• Experience in Relationship Management/Business Development with Private Clients.
• Ability to quickly establish a strong rapport with clients where they respect your expertise, listen to your ideas and trust that you are looking out for their best interests.
• Develop strong internal relationships with members of our teams to ensure the integrated and seamless delivery of solutions.
• Be well organized and successfully lead multiple projects at once with internal and external resources to successful execution.
• Ability to identify key issues and trends for family offices and their clients. Proactively leverage ideas, insight, and relationships to improve the experience of UHNW clients and family offices.
• Stay abreast of competitive offerings in the UHNW industry ranging from technology, reporting, events, etc. and how it impacts Moneta’s market share within our segment.