Client:

Our client is the investment management and shared services arm of a broader group of businesses. The client’s shared services include Finance & Investments, Legal, Human Resources, Communications and Information Technology.

Position Overview:

The Director, Human Resources and Family Development is a key role in the Single Family Office, responsible for supporting the Family Office leadership and associates including the Family CFO, Executive Support Team, IT, and Family Services (including House Managers, Property Manager, Family Concierge, Aviation, and Executive Protection). Additionally, the Director is accountable for identifying and implementing education and development opportunities for family members, including periodic family meetings with appropriate educational content on subjects such as general wealth planning, investment strategies, philanthropic activities, business acumen, etc. The Director will comprehensively identify and understand the challenges and issues confronting all areas of the SFO to develop effective, workable human capital strategies, and programs to minimize or eliminate them. The Director will work with all levels in the organization including the Chairman and his family, other family office executives, and front-line staff in support, admin, residential, and personal services roles. Working closely with the client’s shared service HR Team, the Director will ensure the HR department acutely understands the unique needs of the SFO and of the family, while advancing the overall priorities of the entire organization. The Director supports the Family Office’s efforts to attract, retain, and develop a best in class team. The Director will anticipate and proactively prepares for future issues and priorities, serving as counselor and key partner to the SFO management team and family.

Roles and Responsibilities:

• Set and implement HR strategy and policies for the SFO and residences, and provide day-to-day HR management and support for the SFO, in collaboration with the client’s HR team.
• Serves as a decision support resource for senior-level executives at the family office and managers at the residences and other properties as necessary on benefits administration, compensation, recruiting, training, performance management, succession planning, organizational learning and development, and talent management.
• Working with client’s HR shared services team, this role is responsible for HR compliance issues within the SFO and residences, such as employment law, risk management, taxes and payroll, and administration of broader policies and practices.
• Foster an environment of engagement and retention through development and implementation of engagement programs (luncheons, speakers, appreciation events) for both staff and family as appropriate.
• Responsible for the implementation of consistent, meaningful programs that address and enhance the overall experience of SFO executives and staff.
• Identify and implement education and development opportunities for family members, including periodic family meetings with appropriate educational content on subjects such as general wealth planning, investment strategies, philanthropic activities, business acumen, etc.
• Spearheads family office initiatives relating to identification and retention of top talent, as well as ensuring alignment with the client’s compensation and benefits programs.
• Understand and influence engagement of the associates in the office, properties, and residences to ensure leadership supports their success, understands their unique challenges, and communicates effectively on an ongoing basis.
• Oversees effective, forward-thinking efforts that ensure all staff understands they are a key asset to the family and SFO and play a critical role in its success.
• Have the ability to engage with associates of all levels and with family members of multiple generations, while developing meaningful feedback loops that encourage ongoing, productive communications.
• Places strong emphasis on enhancing the SFO’s training programs, as well as initiates efforts to develop and articulate clear and motivational career paths for associates at all levels.
• Responsible for talent acquisition efforts, including posting positions, screening applicants, conducting interviews with managers, running complete background checks, and onboarding new associates in partnership with HR shared services team.
• Works closely with the SFO CEO and CHRO on succession for SFO positions as identified.
• Responsible for coordination and oversight of internships for family members within the family’s group of businesses and beyond.
• Plays a key role in working with the Chairman on development plans for his family as they progress into roles of interest in the various businesses, and other areas as needed.
• Participates actively in training to foster understanding of Core Values and culture.

Qualifications and Educational Requirements:

• Bachelors in HR, management, organization development, or related field required.
• Recent relevant experience leading the HR function for a similar organization.
• 6 – 8 years’ experience as HR Generalist with a minimum of 4 managing an HR function with a depth of experience in employee relations, performance management, total rewards, succession planning, talent retention and acquisition, and organization learning/development functions.
• SPHR Certification preferred.
• Expert understanding of employment laws and requirements and applicable federal and state regulations related to employment.
• Experience working for a private company required. Experience working for a private family office strongly desired, as is experience with residential staff. Experience developing family education programs a plus.
• Unquestioned integrity and ability to maintain absolute confidentiality.
• Strong executive presence, with experience partnering with senior leaders while also being capable of rolling up his/her sleeves to operationalize ideas and best practices. Must also be approachable and relatable to ensure success with front line and administrative staff as well as with family members.

Preferred Skills:

• Proven experience handling highly confidential and sensitive materials and situations.
• Excellent people management skills.
• Excellent judgment and creative problem solving skills.
• Exceptional written, oral, interpersonal and presentation skills.
• Energetic, flexible, collaborative, and proactive; a leader who can positively and productively guide and influence behavior to ensure world class service is delivered.
• Detail-oriented with strong problem-solving skills.
• Proficient in Microsoft Office suite.