Director of Wealth Management Operations

About This Role

Lead the Family Office Management function for a Boston-based advisory firm serving ultra-high-net-worth clients. This role involves coordinating complex client relationships and delivering customized solutions across investment management, tax, and estate planning.

Responsibilities

• Serve as a senior point of coordination for complex client relationships, working across internal service, investment, and advisory teams
• Provide guidance on portfolio structure, asset allocation, performance monitoring, and reporting
• Prepare for and participate in client meetings, presentations, and conference calls, including follow-up documentation
• Oversee day-to-day servicing activities for a designated group of clients, including account administration, money movement, private investment activity, and reporting infrastructure
• Coordinate portfolio rebalancing, liquidity management, and cash flows in partnership with investment and research teams
• Manage client onboarding processes including asset transfers, trust and custody coordination, reporting setup, and investment policy documentation
• Oversee tax-related reporting efforts and collaborate internally on cost basis, tax payments, and ad-hoc reporting requests
• Draft client-ready communications related to portfolio activity, financial planning actions, and ongoing updates
• Monitor portfolios on an ongoing basis to ensure alignment with allocation models, liquidity needs, and client objectives
• Contribute to internal strategy discussions, management memoranda, and firm-wide initiatives

Requirements

• 10+ years of experience in wealth management, family office services, estate planning, and/or tax planning
• Deep understanding of portfolio construction, asset allocation, and investment reporting
• Proven ability to manage multiple complex priorities under strict deadlines
• Strong written and verbal communication skills, with comfort drafting client-facing materials
• Hands-on, detail-oriented approach with willingness to personally execute when needed
• Strong collaborative mindset with ability to take direction from senior leadership
• Technology-savvy, with advanced Excel skills and comfort navigating industry platforms
• Bachelor’s degree
• Series 65 (or equivalent)

Qualifications

• Bachelor’s degree required
• 10+ years of experience in wealth management, family office services, estate planning, and/or tax planning

Nice to Have

• Advanced credentials (CFP, CFA, CPA, JD, MBA, LLM, or similar)

Skills

* Required skills

Certifications