Director of Finance (Family Office)
Atlas Search, New York, NY, United States
We are partnering with a highly respected NYC–based philanthropic family office on a newly created Director of Finance opportunity.
This is a rare chance to step into a highly visible role supporting an ultra-high-net-worth family and helping build best-in‑class financial infrastructure from the ground up.
The ideal candidate will bring deep experience within family offices, UHNW advisory environments, or private wealth financial operations , along with the ability to thrive in a fluid, entrepreneurial setting.
Key Responsibilities
- Oversee the full spectrum of financial operations across personal and family office entities
- Maintain a consolidated view of trusts, real estate, investments, insurance, banking relationships, and liabilities
- Manage cash flow, liquidity planning, bill pay, taxes, insurance, and property‑related expenses
- Partner with external service providers including tax advisors, estate attorneys, and private banking teams
- Build and enhance financial controls, reporting processes, and governance infrastructure
- Supervise staff supporting household and lifestyle financial operations
- Work closely with the principals, Chief of Staff, and broader support teams
Qualifications
- 10+ years of experience in family office financial operations, UHNW advisory, or related environments
- Proven success in start‑up or build‑out environments
- Exceptional discretion and experience handling confidential financial matters
- NYC‑based with ability to be in NYC office 3x per week