CLIENT

Our client is headquartered in San Francisco and is a well-established single-family office.

The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfolio of investment and business holdings.

The family encompasses three generations with the G1 parents working actively with their G2 adult children to empower and encourage G2’s continued involvement in all phases of the family office leadership. From investment management and oversight…to tax and estate planning…to accounting and financial planning…to philanthropy and charitable giving…to supporting the individual business and investment initiatives of family members…to lifestyle management and wealth education – this family office is methodically and deliberately preparing for the eventual family succession realities, both in terms of wealth transfer and family office leadership.

A largely “in-house” model, the family office provides the investment, financial management, and operational oversight for a large, highly complex multi-entity and investment structure including trusts (domestic and foreign) and business entities (primarily limited liability companies). In addition, the family office provides financial services to three separate private family foundations, the missions of which support innovative social change and social justice globally.

The family office is collaborative, highly functioning, efficient and well organized, and is comprised of a team of 30 employees across the following functional / service delivery areas:

• Accounting and reporting
• Tax planning and reporting
• Finance, financial analysis and reporting
• Trust and estate planning, reporting, compliance and administration
• Foundation planning, reporting, compliance and administration
• Investment structuring, planning, reporting and management
• Legal and risk management
• Technology

The family also utilizes a broad array of external resources including trust and estate attorneys, investment advisors, tax CPAs, and foundation and human resources consultants.

OPPORTUNITY

The Manager of Human Resources (MHR) role is a new position that is being created due to the continued growth of the family office.

Reporting to the Director of Operations & Client Relations (DOCR), with dotted line responsibility to the Executive Management Team, you will support the family office by providing hands-on leadership across all areas of Human Resource Management including employment policies and procedures; talent management; benefits administration; compensation and incentives administration; training and education; performance management, assessment and discipline; and risk management.

The DOCR is looking to partner with you on a strategic and tactical basis and to provide advice, counsel, and execution on the many Human Resources initiatives that you will be overseeing.

In this “hands-on, roll up your sleeves” role, you will engage directly with Senior Management to solidify the vision for the human resources management function and then execute on that vision going forward.

In addition, you will work collaboratively with the family office team to support the ongoing strategic and operational initiatives of the family office, as well as to strive to instill a “best practices” philosophy in all functional areas to improve workflow, simplify reporting procedures, and enhance service delivery to the Family.

Finally, in addition to the human resource skills and experience outlined below, our Client is seeking a family office professional who fits in to the office culture and aligns with their core values including respect, compassion, integrity, loyalty, hard work, transparency and inclusiveness.

POSITION SUMMARY

Your day to day job in this newly created role will consist largely of working collaboratively with the Family Office Team to enhance and deliver on the vision and goals/objectives of the Family, as well as the strategic and operational infrastructure for the Family’s personal initiatives. This will include but not be limited to the following areas of involvement:

• Providing leadership and oversight for all employees including:
  • Employment practices, policies and procedures, and employee handbook revisions
  • Compensation and employee benefits administration
  • Recruiting - including drafting job descriptions, sourcing candidates, scheduling interviews and preparing offer letters and packets
  • New hire setup, on-boarding process, and performance review process
  • Employee discipline and documentation
  • Ensuring compliance with Fed and State employment laws

• Working with outside legal counsel and outside consultant to oversee the legal affairs as they relate to employee relations and employment practices for the Family Office.

• Streamlining communication around employee benefits to insure that employees understand and are taking full advantage of current benefits structures.

• Working with Senior Management to support the management and oversight of the performance management incentive plan, including goal setting and performance reviews.

• Overseeing compensation benchmarking to ensure that compensation and benefits levels remain competitive and in line with market.

• Overseeing the recruiting and hiring processes including screening and vetting, background checks, interview scheduling and management, and onboarding.

• Working with Senior Management to support the ongoing information technology and security needs of the Family Office, and in particular helping to develop and implement a Human Resource Information System (HRIS).

• Supporting special projects as needed.

DESIRED CANDIDATE

The ideal candidate will be a discreet, self-driven family office professional with strong Human Resource Management experience. Avoid the confidence gap: You do not have to match all the listed requirements exactly to apply. Our Client believes that their organization and culture is made stronger through diverse perspectives and experiences.

Skills and Experience:

• Bachelor’s degree with at least 5-10 years of relevant experience in human resource leadership roles.
• PHR and/or SPHR preferred.
• Experience in working with high net worth individuals and/or complex family owned and/or investment-driven businesses.
• Must possess a strong client-service mind set and be comfortable in an environment where priorities and schedules can change constantly and often times on very short notice.
• Practical experience in recruitment, selection, supervision, and development of professional and support staff is essential, coupled with a solid working knowledge of Fed and State employment laws.
• Strong human resources management experience and familiarity with the issues common in family office environments including protocols, policies and procedures, governance and culture.
• Exceptional understanding of and familiarity with best practices in a family office environment related to decision making, governance and operational structures.
• Excellent project management skills.

Essential Characteristics:

• Self-starter, self-regulating and self-motivated.
• Work well with little direction, not require management oversight to be effective.
• Creative with the ability to play a key role in the operational, strategic, and human capital leadership of the family office as it continues to evolve over time.
• Be a strong decision maker and have a track record of taking ownership for and driving key initiatives in a dynamic, service-oriented business model.
• Thrive in a “check your ego at the door” type of culture where everyone’s mission is to collaborate and provide exceptional service to the family.
• Constantly engaged, always considering creative and thoughtful approaches for adding value and for navigating the dynamic and complex family office landscape.
• Able to have good judgment on what is being said and know how to respond appropriately…from listening to agreeing to deferring to disagreeing.

• Ability and willingness to be both “hands-on” and to “delegate when appropriate” in the day-to-day family office operations.
• Comfortable in a boutique, professional service firm model where everyone is responsible for their respective tasks and getting things done is the standard.
• Uncompromising commitment to “service excellence” and be able to deliver this outcome across a variety of family entities and interests on a continuous and consistent basis.
• Exceptional emotional intelligence and be a highly skilled communicator and facilitator; with the ability to effectively communicate complex concepts and strategies in a clear and concise manner to a variety of audiences.
• Self-confident, knowledgeable, and able to exercise sound judgment in conducting research, analysis and decision making. A confident, self-directed problem solver.
• Exercise sound judgment in assessing when responsibilities should be outsourced to existing/new service providers/advisors or be done internally, including assessing service providers on an ongoing basis to ensure they are acting in the best interest of the family.
• Consistently operate in a transparent and collaborative manner with a “team first” approach.
• Possess a strong understanding of – and appreciation for – how technology can be used effectively to improve operational efficiency.
• Highly organized and able to manage multiple priorities simultaneously.
• Proactive, have a strong sense of urgency, and be comfortable with change.
• Has integrity and is approachable, respectful and instill confidence and trust in their ability to handle complex and sensitive financial and personal information both internally and externally.

LOCATION

The position will be based San Francisco.

REPORTS TO

This position will report to the Director of Operations & Client Relations.

COMPENSATION

An excellent compensation package will be designed to attract an outstanding individual.