Head Of Operations (Family Office Services)

FAMILY OFFICE OVERVIEW

In 2020, Kovitz launched Family Office Services (FOS), a dedicated team that provides essential services for building and preserving wealth to high and ultra-high-net-worth individuals and their families. Our FOS team advocates for our family’s best interests, mission, and legacy.

ROLE OVERVIEW

As the Head of Operations, you will assume a pivotal role, serving as a liaison between the FOS Team, valued clients, and diverse functions within Kovitz. With a strategic mindset and a keen eye for growth opportunities, you will lead efforts to optimize operational efficiency. You will also play a focal role in shaping and nurturing the foundation of Kovitz FOS, building from the ground up and propelling the organizations strategic goals.

JOB RESPONSIBILITIES

Meeting Planning & Preparation

Client Meetings:

• Prepare and deliver client meeting summaries
• Work with an FOS Lead Advisors to schedule, coordinate, and plan client and prospect meetings
• Coordinate with various internal and external stakeholders to ensure timely completion of client meeting follow up/action items
• Prepare presentations leveraging PowerPoint
• Attend client meetings and document relevant takeaways

Team Meetings:

• Create project plans
• Work with the Director and other FOS leaders to coordinate and plan internal team meetings
• Set meeting agendas
• Document follow-up action items and perform follow-up as needed

Operative Responsibilities

• Work with outside vendors to obtain information on outside private investments and link to Addepar
• Ensure the accuracy of client Ownership Structure within Addepar
• Perform ad hoc analyses for clients
• Collaborate with the Back-Office Team on Addepar customization, our portfolio management technology

Tax-Related Responsibilities

• Gather external tax documents when necessary
• Ensure critical tax-related documents are shared with the Tax Team

Investment Responsibilities

• Ensure client-specific constraints are adequately reflected in our systems
• Initiate trades for clients
• Understand current portfolio positioning and rebalancing opportunities
• Understand investment thesis and applicability to client relationship

Marketing Responsibilities

• Expand and enhance our client deliverables
• Standardize and improve marketing materials and their efficient distribution to clients and prospects
• Coordinate with internal marketing team and utilize Seismic

PREFERRED SKILLS & EXPERIENCE

• Client-centric focus
• Familiarity with various investments, asset allocation, and portfolio management
• Must collaborate and work well with others
• Competent with various technologies, including Excel, PowerPoint, Outlook, CRM, Addepar, etc.
• Ability/willingness to learn proprietary trading software
• Prior and relevant work experience in a Family Office setting required, including an understanding of complex family structures
• Highly organized