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Consultant - Director of Family Office

Remote: 
Full Remote
Experience: 
Senior (5-10 years)
Work from: 
New York (USA)

Offer summary

Qualifications:

7+ years experience in Family Office, In-depth industry & regulatory knowledge.

Key responsabilities:

  • Advise clients on Family Office/Hedge Fund management
  • Improve operational processes and action plans
  • Identify roadblocks and devise actionable steps
  • Evaluate client progression through KPIs
  • Maintain detailed consulting records and best practices
Arootah LLC logo
Arootah LLC Professional Training & Coaching Small startup https://www.arootah.com/
2 - 10 Employees
About Arootah LLC
Arootah is an executive coaching and business advisory service working primarily with financial executives and their companies who have the desire to unlock peak performance. Our clients are empowered to raise their standards, overcome their challenges, and most importantly, achieve results. We are a team of industrious, process-oriented, creative thinkers, who have identified and distilled proven behaviors at the intersection of finance, technology, and wellness. Our approach includes advisory, coaching, seminars, and workshops that tackle the most serious challenges that our clients face and create lasting, positive impact. We believe you can plan for success and can take control of your outcomes. We’ll be there to help you accelerate and transform yourself or your business.
See more Arootah LLC offers

Job description

Hedge Fund/Family Office Consultant –  
  
ROLE:  
Director of Family Office  
Join our experienced roster of consultants that support Hedge Funds and Family Offices.  
Arootah is a personal and professional development leader in the Investment and Financial Services industry. Our mission is to provide top business advisory services to our hedge fund client base.  
Our Business Advisory Services focuses on the multi-faceted needs of Hedge Funds and Family Offices. Arootah was founded by Rich Bello, the Co-Founder and COO of the industry-leading $10 billion hedge fund, Blue Ridge Capital. Rich brings more than 30 years of experience, including leadership positions at Morgan Stanley, Tiger Management, and Ernst & Young.    
Visit us at https://arootah.com/hedge-fund-advisory/for more information.   
   
WHO WE NEED:  
Arootah is searching for an experienced Director of Family Office to consult our highly prestigious client base of Hedge Fund 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.  


Who You Are
  • 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

    • What You'll Do
  • Provide advice and guidance to Arootah clients who seek help with their Family Office/ Hedge fund Management needs. This will involve consulting to some of the leading Hedge Funds and Family Offices in the world and 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.).  


    • PERKS WITH US:  
    Become part of a well-funded disruptor in the finance, wellness, and technology space/ 
    Culture of inspired continuous improvement in all areas of business and life. 
    The ability to work remote. 
    Flexible hours and ability to choose your assignments. 
    Access to our Digital Wellness Center, including past webinars, seminar videos, and workbooks. 

    Required profile

    Experience

    Level of experience: Senior (5-10 years)
    Industry :
    Professional Training & Coaching
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Office ManagementData-Driven Decision MakingRegulatory Compliance

    Other Skills

    • Verbal Communication Skills
    • Analytical Thinking
    • Collaboration
    • Proactivity
    Are you interested?

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