Consultant - Director of Family Office

July 24

🇺🇸 United States – Remote

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

⏳ Contract/Temporary

🔴 Lead

💼 Consultant

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Arootah

WebsiteLinkedInAll Job Openings

Coaching • Advisory • Personal Development • Professional Development • Hedge Fund

11 - 50 employees

💸 Finance

🧘 Wellness

Description

• Provide advice and guidance to Arootah clients who seek help with their Family Office/ Hedge fund Management needs • 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.).

Requirements

• 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