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Jobs(26,841)/Advisor Role(543)/arootah (20) - Fractional Director of Family Office (Advisor Network)
arootah

arootah - Fractional Director of Family Office (Advisor Network)

Remote3mo ago
RemoteDirectorWWAdvisorManaging DirectorProspectingClient ConsultingReportingDecision Making

Requirements

• Arootah is searching for an experienced Director of Family Office to consult our highly prestigious client base of Alternative Asset Firms and Family Office clients. A Director of Family Office to provide advisory-based planning and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. • ## Core Areas of Expertise • Provide advice and guidance to Arootah clients who seek help with their Family OfficeManagement needs. This will involve consulting Family Officesand sharing your experience as an expert director of family office in helping clients to: • Improve processes for optimal flow of operations • Support the execution of effective monthly action plans • Identify internal and contextual roadblocks • Break apart goals into actionable steps • Devise a plan of action for each goal • Provide the client with resources associated with implementing their action plan • Implement policies, procedures, and control measures. • Review, analyze and report on client tools and resources to ensure industry best practices • Evaluate each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices • Maintain and share detailed and accurate records of consulting results (challenges, breakthroughs, etc.). • 7+ Years of previous experience within a Family Office • In Depth knowledge of the current regulatory environments • Expert level industry knowledge within the alternatives space • Expert Written and Verbal Communication skills • Expert Collaborative, analytical, and research skills • Thrives in Data Driven Decision making

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