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Fractional Director of Family Office (Advisor Network)

Role overview

Qualifications

  • 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

Responsibilities

  • Provide advice and guidance to Arootah clients on Family Office Management needs
  • Support the execution of effective monthly action plans
  • 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)

Key facts

Other skills

  • Relationship Management
  • Analytical Skills
  • Verbal Communication Skills
  • Collaboration

About the company

Arootah LLC logo

Arootah LLC

Professional Training & Coaching

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.

Company details

Company typeSmall startup
IndustryProfessional Training & Coaching
Company size2 - 10

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Job description

Opportunity Overview 

Arootah engages a curated network of senior operators to support clients across the alternative investment industry, including hedge funds, private equity firms, and family offices. Advisors are deployed on project-based engagements when client needs match their expertise. Joining the network does not guarantee placement; it provides access to opportunities as they arise. 

Why Join the Arootah Network 

  • Alt-industry-only engagements with hedge funds, private equity firms, and family offices 

  • Project-based work that fits around existing commitments 

  • Client origination and engagement management handled by Arootah; advisors focus on delivery 


About Arootah

Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition. 

Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver. 

Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry. 

One industry. One talent partner. Entry to exit. 

Learn more: https://arootah.com/ 


Who We’re Looking For
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.).    


What You Bring
  • 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 

Important Note 

This opportunity is to join Arootah’s advisor network and is not tied to a specific active engagement. Advisors are engaged on an as-needed basis, based on client demand and fit. 

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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