Overview
We are conducting a retained search for the position of Chief Operating Officer at a private family trust with assets exceeding $100 billion, which serves a multi-generational, family-led organization.
Key Responsibilities
Collaborate with the President to complete the initial set-up and to direct both short-term and long-term strategic objectives.
Oversee the daily operations and administration of the trust.
Act as a trusted advisor to all stakeholders, ensuring that their needs are met with the utmost professionalism and integrity.
Exhibit a commitment to serving the family and staff with respect and care, while exceeding expectations and fostering a positive work environment.
Qualifications
A minimum of ten years of experience in leading a private family trust is required.
Juris Doctor (JD), Certified Public Accountant (CPA), Master of Business Administration (MBA), and Certified Trust and Fiduciary Advisor (CTFA) professional certification are highly preferred.
The ability to work primarily onsite is essential, although a hybrid schedule may be considered under exceptional circumstances.
Compensation
Competitive market compensation will be provided.
We invite dedicated and passionate professionals to apply for this distinguished opportunity to lead and make a significant impact within a prestigious family trust.
The client is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free from discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities, and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by law or regulation in the locations where we operate.