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Fractional Director of Family Office (Advisor Network)

3 weeks, 1 day ago
Anywhere
Contract
Lead
Operations Manager
Operations
Apply Now
Arootah

Arootah

Arootah is a premier advisory and coaching firm empowering finance executives to unlock peak performance and offering elite services for alternative investment funds, business development, and wellness modalities in NYC.

Professional Services
11-50
View All Jobs 29

Description

  • Advise family office clients on management and operational needs.
  • Improve processes for optimal flow of operations.
  • Support the execution of monthly action plans.
  • Identify internal and contextual roadblocks.
  • Break goals into actionable steps and define plans of action.
  • Provide clients with resources to implement action plans.
  • Implement policies, procedures, and control measures.
  • Review, analyze, and report on client tools and resources to ensure best practices.
  • Evaluate client progress using KPIs and scoring matrices.
  • Maintain accurate records of consulting outcomes, challenges, and breakthroughs.

Requirements

  • 7+ years of previous experience within a family office.
  • In-depth knowledge of current regulatory environments.
  • Expert-level industry knowledge within the alternatives space.
  • Expert written and verbal communication skills.
  • Expert collaborative, analytical, and research skills.
  • Strong data-driven decision-making ability.
  • Experience advising alternative asset firms and family office clients is preferred.
  • Ability to work on a project-based, as-needed basis.
  • Experience managing client relationships and delivering advisory-based guidance.

Benefits

  • Access to opportunities across hedge funds, private equity firms, and family offices.
  • Project-based work that fits around existing commitments.
  • Client origination and engagement management handled by Arootah.
  • Opportunity to join a curated network of senior operators.
  • Exposure to a specialized alternative investment client base.

Interested in this position?

Apply directly on the company website

Apply Now

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