Director, Family Office Services

Job description

Bartlett Wealth Management is seeking to hire a Director, Family Office Services who focuses on partnering with ultra-high net worth clients to provide Family Office Services and Investment support. This senior level role is ideal for an experienced advisor who can build a repeatable, scalable family office framework, serve as a trusted relationship manager to complex, multigenerational families, and collaborate closely with Bartlett advisors to deliver fully integrated wealth management solutions. The role will help shape the next phase of Bartlett’s growth by enhancing how the firm serves families across generations, combining investments, governance, education, and coordination, while contributing to business development and long-term firm strategy. Family Office Services Leadership: - Design and implement a scalable, repeatable Family Office Services structure that can be applied across multiple client relationships. - Enhance service models, deliverables, and workflows related to family governance, family education, reporting, and coordination of complex services. - Continuously refine FOS offerings to align with Bartlett’s investment philosophy, planning approach, and long te...