Managing Director, Finance & Operations, Single Family Office, San Francisco

L7

simple apsMillbrae, CAtoday

$250,000 - $450,000 per year

A lean single family office supporting a hands-on technology-entrepreneur Principal is hiring a Managing Director, Finance & Operations. The mandate centres on legacy, estate planning and multi-generational wealth preservation across a complex structure of eight trusts, multiple properties, investment funds and other assets. This is an individual-contributor role reporting to the Principal and Controller, bridging finance, operations and compliance in a privacy-focused environment where scope is expected to expand. The organisation is a lean single family office with a related investment team, supporting a highly successful, hands-on Principal who is a technology entrepreneur. The primary focus is legacy, estate planning and multi-generational wealth preservation across a complex structure spanning eight trusts, multiple properties, investment funds and other assets.
Responsibilities: Portfolio management and coordination with investment managers Alignment of investments with estate-planning objectives Cash-flow forecasting Bridging finance, operations and compliance functions Working closely with external advisors and the Chief of Staff in a lean environment where scope is expected to expand Ideal background: family office experience preferred; family office finance operations, hedge fund CFO/COO, legal/GC, or family-business backgrounds all considered. Discretion, high EQ, strong judgement and the ability to operate in a privacy-focused environment without ego. Bachelor's degree in Finance, Economics, Business or a related field; MBA preferred.
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Level

ManagerL7

Salary

$250,000 - $450,000 per year

Location

Millbrae, CA

Occupation

Financial Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

today

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