Fractional Director of Family Office (Advisor Network)

About Arootah

Arootah is a talent solutions firm purpose-built for the alternative investment industry. We advise and we execute, covering the full talent spectrum from entry to exit across five services: Talent Acquisition, Fractional Leadership, Talent Development, Retention & Compensation, and Transition. 

Most talent firms solve one problem. Because we cover the full spectrum, we can help clients identify and solve the right one. We start with diagnosis, then deliver. 

Our team has run alternative investment firms at the highest levels as COOs, CFOs, and CCOs. That operator experience, combined with 15+ years of alternatives-specific recruiting and a network of 700+ vetted advisors across 18 functional disciplines, is what makes the advice credible and the execution reliable. We also draw on a network of 600+ coaches, deploying those with specific experience guiding senior executives in the alternatives industry. 

One industry. One talent partner. Entry to exit. 

Learn more: https://arootah.com/ 

Who We’re Looking For

Arootah is searching for an experienced Director of Family Office to consult our highly prestigious client base of Alternative Asset Firms and Family Office clients.   A Director of Family Office to provide advisory-based planning and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience.   

Core Areas of Expertise

• Provide advice and guidance to Arootah clients who seek help with their Family OfficeManagement needs. This will involve consulting Family Officesand sharing your experience as an expert director of family office in helping clients to:    

• 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.).    

What You Bring

• 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