Description

Confidential Executive Opportunity - Private Investment Office

A well-established private investment office located in the Southeastern U.S. is seeking a seasoned executive to oversee strategic financial operations and manage a multi-generational client base. This role involves high-level coordination across investment, estate, tax, and philanthropic planning, with a strong emphasis on discretion, relationship management, and operational leadership.

Key Qualifications:

• Extensive experience in wealth management, financial planning, or family office services
• Strong understanding of investment oversight, tax strategy, and estate structures
• Proven ability to lead teams and manage complex financial operations
• Exceptional communication and organizational skills
• High degree of integrity and confidentiality

Ideal Background:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Advanced credentials (MBA, CFA, CPA) preferred

This is a unique opportunity to work closely with a private client group in a dynamic and impactful leadership role.

Relocation is required.