Masis Professional Group · 2 days ago
Director of Wealth Management Operations
Boston, MA
Full-time
Hybrid
Director/Executive
$200K/yr - $300K/yr
10+ years expMasis Professional Group is a Boston-based, privately held advisory firm serving ultra-high-net-worth individuals and families. They are seeking an experienced Director to join its Family Office Management function, focusing on delivering comprehensive, customized solutions across various financial services.
Professional ServicesRecruitingStaffing Agency
Hiring Manager
William Champlin
Responsibilities
Serve as a senior point of coordination for complex client relationships, working across internal service, investment, and advisory teams
Provide guidance on portfolio structure, asset allocation, performance monitoring, and reporting
Prepare for and participate in client meetings, presentations, and conference calls, including follow-up documentation
Oversee day-to-day servicing activities for a designated group of clients, including account administration, money movement, private investment activity, and reporting infrastructure
Coordinate portfolio rebalancing, liquidity management, and cash flows in partnership with investment and research teams
Manage client onboarding processes including asset transfers, trust and custody coordination, reporting setup, and investment policy documentation
Oversee tax-related reporting efforts and collaborate internally on cost basis, tax payments, and ad-hoc reporting requests
Draft client-ready communications related to portfolio activity, financial planning actions, and ongoing updates
Monitor portfolios on an ongoing basis to ensure alignment with allocation models, liquidity needs, and client objectives
Contribute to internal strategy discussions, management memoranda, and firm-wide initiatives
Qualification
Required
10+ years of experience in wealth management, family office services, estate planning, and/or tax planning
Deep understanding of portfolio construction, asset allocation, and investment reporting
Proven ability to manage multiple complex priorities under strict deadlines
Strong written and verbal communication skills, with comfort drafting client-facing materials
Hands-on, detail-oriented approach with willingness to personally execute when needed
Strong collaborative mindset with ability to take direction from senior leadership
Technology-savvy, with advanced Excel skills and comfort navigating industry platforms
Bachelor's degree required; Series 65 (or equivalent) required
Flexibility to accommodate non-traditional hours during peak periods
Preferred
Advanced credentials strongly preferred (CFP, CFA, CPA, JD, MBA, LLM, or similar)
Company
Masis Professional Group
Masis Professional Group specializes in recruiting professionals for permanent, temporary, and temporary-to-permanent positions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase