JobMesh

COO, Family Office

IEQ Capital · Foster City, California, US

The Role We are seeking a Family Office professional to join our Family Office team. This individual will serve as a senior, client-facing operator responsib...

Job description

The Role We are seeking a Family Office professional to join our Family Office team. This individual will serve as a senior, client-facing operator responsible for overseeing and coordinating the full spectrum of non-investment services for ultra-high-net-worth individuals and families. This person will act as a central point of accountability across complex, multi-disciplinary initiatives, ensuring that all aspects of a client’s financial, operational, and lifestyle needs are executed seamlessly and in alignment with their objectives. This role requires strong project management capabilities, sound judgment, and the ability to coordinate across internal teams and a network of external advisors. The ideal candidate has experience working with sophisticated clients, managing complex assets and initiatives, and serving as a trusted partner who can translate strategy into execution across a broad range of family office services. Responsibilities include, but are not limited to: Strategic Project Management - Serve as the central coordinator for complex, ad hoc client initiatives, including privacy and security enhancements, lifestyle transitions, and other multi-faceted projects. - Ac...