Director of Family Office Operations

The role

The Director of Family Office Operations owns the day-to-day running of a scalable family office platform. This person builds operational infrastructure, manages service delivery, and leads teams including reporting and trading.

What you will do

• Run day-to-day family office operations and service delivery
• Maintain and develop the Family Office operating model
• Build and maintain operating documentation including field manuals and role definitions
• Set and hold operational standards as advisors and clients are added
• Lead operational onboarding for advisors
• Oversee entity, trust, and partnership structures, reporting, and alternative investment subscriptions
• Manage the operational boundary with Waverly
• Oversee reporting and trading teams and share oversight of the client service associate team
• Own operational relationships with custodians including Schwab, Fidelity, IBKR and Equity Trust
• Own administration of platforms including Addepar, Canoe, Tamarac, Practifi, RightCapital, and Asana

Required qualifications

• Bachelor's degree
• 7–10+ years in RIA, family office, or wealth management operations
• At least 3 years leading an operations team
• Hands-on experience administering a portfolio accounting and reporting platform (Addepar, Tamarac, Black Diamond, or similar)
• Willingness to become the firm's administrator for Addepar
• Experience running client billing processes
• Ability to understand and own the logic behind advisor compensation
• Experience managing vendor relationships end-to-end
• Working knowledge of SEC-registered investment adviser operations and compliance obligations
• Clear writer and presenter
• Advanced Excel

Nice to have

• Direct Addepar administration experience
• Working knowledge of alternative-investment operations
• Direct experience in a single- or multi-family office
• Exposure to M&A integration in a roll-up environment
• Basic SQL and comfort working alongside a technical counterpart
• CFP, CFA, or MBA
• Series 65

About the company

Waverly is building a scalable family office platform designed to serve ultra-high-net-worth families with the depth and capabilities of a dedicated family office.