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Director, Family Office: Strategic Client Solutions

Landing Point, Boston

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A multi-family office is seeking a Director to manage complex client relationships and deliver comprehensive wealth management solutions. You will understand financial and estate planning, develop strategies to enhance client service delivery, and oversee client portfolios. This role requires 10+ years of experience in wealth management, a Bachelor's degree, and Series 65 certification. Advanced degrees and certifications are preferred. The position offers a competitive salary ranging from $125,000 to $250,000 plus bonuses.
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