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Pa•ré•re

(verb)

To become visible, apparent, or transparent

Independent & Informed Family Office Advisory

Talent Network

At Parere, we view talent as a cornerstone of a high-performing family office. Our Talent Network is designed to connect thoughtful, experienced professionals with the families we support, aligning skills, judgment, and values with the evolving needs of complex family enterprises.

Below are select roles where we are actively partnering with families to identify exceptional talent. Each role reflects a specific need within a family office and is part of a broader effort to build enduring, high-performing teams. We update this list regularly as new opportunities arise. If you’re interested in applying for one of the following roles, please feel free to apply directly on LinkedIn or submit your information to our talent network below. 

Family Office Director

Global Family Office • New Orleans, LA

  • Full-Time
  • Hybrid
  • $250,000-$300,000
  • Accounting

Chief of Staff

Single Family Office • Boston, MA

  • Full-Time
  • Hybrid
  • $300,000-$350,000

General Counsel

Single Family Office • Dallas, TX

  • Full-Time
  • Hybrid
  • $175,000-$200,000
  • Doctor of Law

Family Office Director

Single Family Office • Rye, NY

  • Full-Time
  • Hybrid
  • $250,000-$300,000
  • Financial Oversight

Human Capital Advisory Associate

Parere Advisory 

  • Full-Time
  • Remote
  • Human Capital Team

Submit your information to be considered for current and future opportunities within the family office space. This form helps us better understand your background, experience, and areas of interest as we build a curated network of professionals aligned with the families we support. We review each submission thoughtfully and will reach out as relevant opportunities arise.

Join the Talent Network →

Coordination & Administration • New Orleans, LA

Family Office Director

Global Family Office • Operational Leader

Apply for This Role →

ABOUT THE ROLE

A global family office is seeking an experienced Family Office Director to serve as a trusted partner to the Principals and oversee the coordination, administration, and execution of the family’s diverse personal and business activities.

The family office manages a complex portfolio of interests, including multiple domestic and international residences, a private yacht, vineyard operations, real estate investments, and other private business activities. Supported by a global network of employees, household staff, advisors, consultants, and service providers, the office requires a highly capable leader who can bring structure, accountability, and seamless execution across a sophisticated and evolving environment.

This role represents a unique opportunity to serve at the center of a global family office, acting as the operational leader. The successful candidate will oversee key family office functions, coordinate across advisors and staff, drive special projects, and ensure alignment between the Principals’ long-term objectives, shared priorities, and day-to-day operations.

POSITION SUMMARY

The Family Office Director will serve as a trusted partner to both Principals and act as the central integrator across all family office activities. This individual will maintain visibility across the family’s financial affairs, estate operations, lifestyle assets, and strategic initiatives while ensuring disciplined execution across a broad range of priorities.

Acting as the air traffic controller for the family office, the Director will coordinate communication, prioritization, and decision-making on behalf of the Principals among internal staff, external advisors, household teams, property managers, yacht crew, vineyard leadership, and professional service providers. The role requires an individual who can seamlessly move between strategic planning and hands-on execution, balancing long-term objectives with immediate operational needs.

The ideal candidate combines family office expertise, financial acumen, operational leadership, project management capabilities, and exceptional relationship management skills. This individual will be equally comfortable reviewing financial reports, leading organizational initiatives, coordinating advisors, and overseeing estate operations.

RESPONSIBILITIES

Family Office Leadership

• Serve as the senior operational leader and central coordinator across all family office activities

• Translate the Principals’ objectives into actionable plans with clear ownership, timelines, and accountability

• Maintain visibility across all major initiatives, ensuring alignment between priorities, resources, and execution

• Identify risks, dependencies, and opportunities across the family’s personal and business interests

• Lead special projects and strategic initiatives on behalf of the Principals and family office

• Develop and implement processes, controls, and operating procedures that support a scalable, well-organized family office infrastructure

Advisor Coordination & Governance

• Serve as the central integrator across the family’s advisory ecosystem, including attorneys, accountants, tax advisors, trustees, investment managers, insurance professionals, banking partners, and consultants

• Ensure advisors are aligned, informed, and working collaboratively toward shared objectives

• Identify gaps, redundancies, and opportunities for improved coordination among providers

• Coordinate meetings, reporting cycles, and decision-making processes involving family members and advisors

• Support governance activities, including board meetings, family meetings, and trustee communications

• Prepare briefing materials, meeting agendas, summaries, and follow-up action plans

• Establish and maintain structured communication, reporting, and decision-making processes across staff

Financial Oversight & Administration

• Oversee financial administration across the family’s entities, residences, lifestyle assets, and philanthropic activities

• Review and synthesize financial statements, cash flow reports, budgets, and other reporting prepared by internal staff and external providers

• Monitor liquidity needs, major expenditures, and capital projects across the family’s activities

• Oversee bill payment processes, approvals, financial controls, and reporting systems

• Partner with accountants, tax advisors, and investment professionals to ensure accurate and timely reporting

• Assist the Principals in understanding key financial information, trends, and decision points

• Support annual budgeting, cash flow forecasting, and long-term financial planning efforts, along with outside accountants and tax advisors

• Ensure financial reporting across advisors and providers is aligned, accurate, and clearly understood

Estate, Lifestyle Asset & Operational Oversight

• Provide oversight across multiple residences, ensuring consistent operational excellence, maintenance, staffing, and service standards

• Coordinate with household staff, estate managers, property managers, yacht crew, and other service providers to ensure seamless operations

• Maintain visibility across major property maintenance, renovation, construction, and capital improvement projects

• Oversee annual operating budgets and major expenditures associated with residences and lifestyle assets

• Ensure operational consistency and communication across all properties and locations

• Support oversight of vineyard operations and other operating assets, serving as a liaison between management teams and the Principals

• Review operational performance, staffing needs, and service delivery across properties and lifestyle assets

• Ensure a hospitality-driven, white-glove standard of service is maintained across all environments

Team Leadership & Organizational Management

• Serve as the primary coordinator across employees, household staff, contractors, and advisors supporting the family

• Provide oversight and direction to administrative and operational personnel, including the Executive Assistant and other family office staff

• Establish clear communication channels, accountability structures, and operating rhythms across the organization

• Facilitate communication, coordination, and alignment across the Principals’ personal, family, philanthropic, and business activities, ensuring priorities are appropriately balanced and executed

• Oversee recruitment, onboarding, performance management, and organizational development efforts as needed

• Foster a collaborative, service-oriented, and high-performance culture

• Ensure team members understand priorities, responsibilities, and expectations

• Evaluate organizational needs and recommend resources, staffing, and structural improvements

Project Management & Infrastructure

• Lead cross-functional projects involving residences, operating businesses, governance, technology, and family initiatives

• Implement systems and processes that improve organization, reporting, visibility, and efficiency

• Develop and maintain secure document management, recordkeeping, and information-sharing practices

• Track project milestones, deliverables, and accountability across multiple stakeholders

• Continuously evaluate opportunities to improve family office infrastructure and operations

• Anticipate challenges and proactively develop solutions to support the family’s evolving needs and priorities

QUALIFICAIONS

• Bachelor’s degree required; MBA, CPA, CFA, or other relevant advanced credentials preferred

• 15+ years of experience within a family office, private office, wealth management firm, professional services firm, or comparable environment supporting ultra-high-net-worth individuals and families

• Strong financial acumen with the ability to review, interpret, and synthesize complex financial information across multiple entities, countries and advisors

• Demonstrated experience coordinating across sophisticated advisory networks, including legal, tax, investment, fiduciary, and insurance professionals

• Experience overseeing multiple residences, lifestyle assets, household operations, estate management functions, or hospitality-focused environments

• Experience supporting ultra-high-net-worth principals with complex global lifestyles, multiple residences, aviation and/or maritime assets, hospitality-focused operations, or operating businesses preferred

• Proven ability to lead complex projects and drive execution across diverse stakeholders

• Experience managing teams, vendors, consultants, and service providers in a high-touch environment

• Strong organizational and operational leadership skills with exceptional attention to detail

• Excellent written and verbal communication skills

• High emotional intelligence, sound judgment, and relationship management capabilities

• Ability to balance strategic thinking with hands-on execution

• Demonstrated discretion and experience handling highly confidential information

• Technologically proficient with experience leveraging systems to improve reporting, organization, and operational efficiency

• Flexible and adaptable with the ability to travel as needed and respond to time-sensitive matters outside traditional business hours

• Highly organized and exceptionally detail-oriented

• Proactive, resourceful, and solutions-oriented

• Calm under pressure and effective in complex environments

• Collaborative leader who develops trust and accountability

• Strategic thinker who is equally comfortable executing details

JOB TYPE

• Full-Time

• Hybrid

• Office located in New Orleans, LA

COMPENSATION

• Annual salary range of $250,000 – $300,000

• Based on experience and qualifications

• Comprehensive benefits

Operations & Business Acumen • Boston, MA

Chief of Staff

Single Family Office • Full-Time • Hybrid • $300,000-$350,000

Apply for This Role →

ABOUT THE ROLE

An accomplished entrepreneur, investor, author, and philanthropist is seeking a highly capable Chief of Staff to serve as a trusted partner across a broad range of business, personal, philanthropic, and family office initiatives.

This role is designed for an exceptionally bright, intellectually curious, and highly organized professional who thrives in complex environments and enjoys bringing structure, accountability, and momentum to a wide variety of projects. Acting as an extension of the Principal, the Chief of Staff will help organize, advance, coordinate, and improve dozens of concurrent initiatives while ensuring important priorities remain on track.

The ideal candidate combines strong business acumen with exceptional organizational skills and a continuous improvement mindset. They are equally comfortable managing high-level strategic initiatives and rolling up their sleeves to execute day-to-day projects. They are technology-forward, naturally resourceful, highly discreet, and energized by solving problems, creating systems, and helping ambitious ideas become reality. The Principal is seeking a true force multiplier who can not only manage complexity and drive execution, but also contribute ideas, judgment, and strategic thinking that improve outcomes across a broad range of initiatives.

This role will have visibility into highly confidential personal, financial, legal, and family matters and therefore requires the highest levels of professionalism, discretion, judgment, and trustworthiness.

KEY RESPONSIBILITIES

Strategic Project Management & Execution

• Serve as a central coordinator across the Principal’s business, investment, philanthropic, family office, and personal initiatives

• Develop and maintain a comprehensive system for tracking projects, priorities, deadlines, decisions, and action items

• Establish project management frameworks that improve accountability, communication, and execution across multiple stakeholders

• Drive projects forward by independently advancing key initiatives while coordinating with internal teams, advisors, consultants, and external partners

• Identify obstacles, propose solutions, and ensure critical initiatives continue progressing

• Prepare status reports, dashboards, and summaries to provide visibility into project progress and key decisions

• Partner with the Principal to evaluate opportunities, refine ideas, and translate strategic priorities into actionable implementation plans

Goal Setting, Accountability & Performance Tracking

• Partner with the Principal to develop and manage annual and quarterly goals, priorities, and objectives

• Build and maintain OKR and performance tracking systems across various initiatives and entities

• Establish meaningful metrics and reporting mechanisms to measure progress and outcomes

• Ensure accountability by tracking commitments, deadlines, and follow-up items across multiple stakeholders

Business, Investment & Family Office Coordination

• Support initiatives involving business operations, investments, estate planning, tax matters, legal matters, philanthropy, and family office projects

• Coordinate information flow between the Principal and external advisors, including attorneys, accountants, investment professionals, consultants, and other trusted partners

• Organize complex information and ensure key documents, decisions, and project histories are properly maintained

• Serve as a knowledgeable resource across ongoing projects and initiatives, helping preserve institutional knowledge and continuity

Research, Analysis & Continuous Improvement

• Conduct research, develop recommendations, and provide thoughtful insights to support informed decision-making and strategic priorities

• Evaluate existing processes and identify opportunities for increased efficiency, automation, and effectiveness

• Leverage modern technology, including AI tools and emerging platforms, to improve workflows and organizational effectiveness

• Design and implement systems that reduce complexity and improve execution

• Continuously seek opportunities to optimize how information is captured, organized, and utilized

Communications, Meetings & Follow-Up

• Attend meetings alongside the Principal as needed

• Capture key decisions, discussion points, action items, and follow-up requirements

• Prepare meeting summaries and coordinate follow-up activities

• Assist with speeches, presentations, marketing initiatives, thought leadership efforts, and public-facing communications

• Draft correspondence, talking points, briefing materials, and presentation content

Personal & Family Support

• Assist with a variety of personal projects and administrative initiatives designed to improve the Principal’s effectiveness and quality of life

• Coordinate gifting programs, relationship management efforts, and special personal initiatives

• Support travel planning and optimization efforts

• Organize and digitize information, records, contacts, and personal knowledge management systems

• Assist with personal health, wellness, and lifestyle-related initiatives

• Provide limited oversight and coordination related to residences, household projects, and select construction initiatives

Knowledge Management & Organizational History

• Develop and maintain comprehensive project records and historical documentation

• Create systems that capture the rationale, objectives, stakeholders, outcomes, and lessons learned from major initiatives

• Build and maintain project binders, knowledge repositories, and organizational archives

• Preserve institutional knowledge and ensure important information remains accessible and organized

QUALIFICATIONS & PROFILE

Required

• Bachelor’s degree

• 5+ years of experience in a Chief of Staff, business operations, management consulting, project management, family office, entrepreneurial, or similarly complex coordination role

• Exceptional project management and organizational skills

• Strong business judgment and problem-solving abilities

• Demonstrated ability to manage multiple complex priorities simultaneously

• Excellent written and verbal communication skills

• High degree of professionalism, discretion, and emotional intelligence

• Proven ability to work independently with limited direction

• Advanced proficiency with technology, productivity tools, and project management platforms

• Strong attention to detail combined with the ability to maintain a strategic perspective

Preferred

• MBA, JD, or other advanced degree

• Experience supporting entrepreneurs, founders, executives, investors, or family office principals

• Familiarity with investment, legal, tax, estate planning, or governance-related matters

• Experience implementing AI-enabled workflows and productivity tools

• Exposure to philanthropy, nonprofit leadership, or foundation management

• Background in consulting, business operations, or strategic planning

JOB TYPE

• Full-Time

• Hybrid (expected on average 3 days per week in-person)

• Physical office located in Boston, MA

COMPENSATION

• Annual salary range of $300,000 – $350,000, based on experience and qualifications, with comprehensive benefits

Single Family Office • Dallas, TX

General Counsel

Investment Office • Full-Time • Hybrid • $175,000-$200,000

Apply for This Role →

ABOUT THE ROLE

An investment office based in Dallas, Texas is seeking a General Counsel to serve as a trusted legal advisor across the Principal’s business, investment, real estate, and personal affairs.

The investment office oversees a diverse range of activities, including private investments, operating businesses, real estate holdings, oil and gas interests, aviation assets, technology ventures, ranch operations, and family-related initiatives. Working closely with the Principal, Chief of Staff, external advisors, the General Counsel will help manage legal matters across this interconnected ecosystem while ensuring risks are appropriately identified and managed.

This is a unique opportunity for an attorney early in their career who is seeking broad exposure beyond a traditional law firm environment. The role is designed for a highly analytical, business-minded professional who enjoys solving complex problems, navigating ambiguity, and serving as a strategic thought partner to senior leadership.

Operating within a lean and highly collaborative environment, the General Counsel will work across a wide variety of matters, including corporate governance, contracts, transactions, real estate, entity management, regulatory compliance, and coordination with outside counsel. The successful candidate will possess strong legal fundamentals, exceptional judgment, intellectual curiosity, and a willingness to engage in both strategic and hands-on work.

RESPONSIBILITIES

Corporate, Transactional & Governance Matters

• Review, draft, negotiate, and manage a wide variety of agreements, including vendor contracts, service agreements, NDAs, consulting agreements, employment-related documents, and commercial contracts

• Support corporate governance and entity management activities across the investment office and affiliated entities

• Assist with acquisitions, dispositions, financing transactions, joint ventures, and other strategic business initiatives

• Coordinate legal due diligence and transaction execution alongside external counsel and advisors.

• Maintain corporate records, governance documentation, and organizational structures

Real Estate & Asset Management

• Support legal matters related to the acquisition, ownership, financing, operation, and disposition of real estate assets

• Review and negotiate purchase agreements, leases, construction contracts, and related documentation

• Coordinate with external counsel on zoning, land use, permitting, and property-related matters

• Assist with legal issues relating to ranch operations, vendors, contractors, and service providers

Investment Office & Advisory

• Serve as a legal resource across the office’s investments, operating businesses, and personal affairs

• Coordinate with external trust and estate attorneys, tax advisors, accountants, insurance professionals, and other advisors

• Help evaluate and implement processes, policies, and controls that support effective operations

Risk Management & Compliance

• Conduct Identify legal, regulatory, and operational risks and provide practical recommendations to mitigate exposure

• Assist with employment-related matters, including policies, agreements, and compliance issues

• Monitor legal and regulatory developments that may impact the investment office or its affiliated entities

• Support insurance reviews, claims management, and related risk management initiatives

Strategic & Special Projects

• Attend Conduct research and provide analysis on a wide variety of business, legal, and operational topics

• Assist with special projects and initiatives as directed by the Principal and Chief of Staff

• Serve as a thought partner on new opportunities, investments, and emerging areas of interest

• Engage in projects that may extend beyond traditional legal responsibilities in support of the family’s broader objectives

QUALIFICATIONS

• Juris Doctor (JD) degree from an accredited law school

• Active membership in good standing with a state bar

• 3–5 years of legal experience, preferably with a leading law firm or sophisticated in-house legal department

• Strong foundation in corporate law, commercial transactions, mergers and acquisitions, private equity, real estate, or related practice areas

• Experience reviewing and negotiating contracts and managing complex legal matters

• Demonstrated ability to work directly with senior executives, business leaders, or clients

• Interest in expanding into new areas, including investment office operations, trusts and estates, tax, employment, real estate, and governance matters

• Exceptional judgment, maturity, and discretion

• Strong analytical and problem-solving capabilities

• Business-minded and solutions-oriented approach to legal issues

• Intellectual curiosity and eagerness to learn unfamiliar subject matter

• Entrepreneurial mindset with a willingness to engage at both strategic and tactical levels

• Highly organized with strong attention to detail and follow-through

• Ability to manage multiple priorities in a fast-paced environment

• Collaborative, low-ego team player who enjoys working across disciplines

• Outstanding written and verbal communication skills

• Highest level of integrity, professionalism, and confidentiality

• Willingness to operate in a highly dynamic environment where no two days are the same

JOB TYPE

• Full-Time, Hybrid

• Physical office located in Dallas, TX

COMPENSATION

• Annual salary range of $175,000-$200,000, based on experience and qualifications, with comprehensive benefits

Single Family Office • Rye, NY

Family Office Director

First-Generation Family Office • Full-Time • Hybrid • $250,000 – $300,000

Apply for This Role →

ABOUT THE ROLE

We are seeking a Family Office Director to lead the establishment and ongoing management of a newly formed, first-generation family office based in Rye, NY. This is a unique opportunity to serve as the foundational hire, working closely with a closely held family to design, build, and operate a thoughtful, well-governed family office aligned with the family’s long-term objectives.

The Director will act as a central integrator across the family’s financial, legal, and operational ecosystem, with a particular emphasis on financial oversight, reporting integrity, and coordination across external providers. This individual will partner with a network of advisors while implementing the infrastructure, processes, and controls necessary to support long-term stewardship.

This role reports directly to the Board of Directors, including the family’s patriarch and matriarch, and requires a high degree of judgment, discretion, and ownership.

RESPONSIBILITIES

Family Office Development & Leadership

• Lead the design and build-out of the family office, including structure, workflows, and operating model

• Establish processes, controls, and documentation to support a well-governed and scalable infrastructure

• Implement appropriate processes and internal controls across financial and operational activities

• Serve as a trusted partner to the family, proactively identifying creative solutions to personal and business-related challenges

Advisor Coordination & Oversight

• Serve as the central integrator across the family’s advisory ecosystem, including tax advisors, estate attorneys, private banking partners, accounting/reporting providers, trustees, and investment managers

• Ensure financial, tax, and investment reporting across providers is aligned, consistent, and clearly understood

• Identify gaps, overlaps, or inefficiencies across advisors and recommend improvements

• Work closely with trustees, money managers, and other advisors to support coordinated decision-making and execution

Financial Oversight & Administration

• Oversee and coordinate all financial reporting activities across the family’s accounts, entities, and investment structures, partnering with external providers to ensure accurate, timely, and high-quality deliverables

• Review and interpret financial statements (balance sheets, income statements, cash flow statements), identifying key insights, discrepancies, and areas requiring follow-up

• Support cash flow forecasting and liquidity planning, incorporating anticipated expenses, investments, and distributions

• Oversee bill payment processes with a focus on accuracy, approvals, and appropriate controls (not day-to-day processing)

Governance & Reporting

• Support the preparation of Board of Directors materials, including financial summaries, reporting packages, and key business updates, with experience presenting to boards, preparing for meetings, and participating in board discussions

• Help establish a regular cadence for communication, reporting, and decision-making

• Ensure alignment across family members, trustees, and advisors through structured communication and documentation

Charitable Foundation Oversight

• Oversee financial administration for the family’s charitable foundation, including cash management, grant disbursements, and audit coordination

• Coordinate with external advisors and administrators to ensure compliance with applicable regulations and reporting requirements

• Support tracking and organization of grant activity, commitments, and related documentation

Project Management & Infrastructure

• Lead and coordinate projects on behalf of the family, primarily related to financial, operational, and administrative priorities

• Anticipate needs and proactively address issues in a thoughtful and efficient manner

• Evaluate and implement systems to support financial tracking, reporting, and document management

• Establish organized, secure, and accessible data management practices across financial, legal, and operational records

• Maintain comprehensive and well-organized records of financial transactions, entity documentation, and investment-related materials

QUALIFICATIONS

• Bachelor’s degree required; CPA or equivalent accounting expertise strongly preferred

• Minimum of 10 years of experience within a family office, multi-family office, wealth management firm, or professional services environment, with experience supporting high-net-worth individuals and coordinating across multiple advisors

• Strong foundation in accounting and financial oversight, with the ability to review, interpret, and synthesize complex financial information across multiple entities and providers

• Demonstrated ability to operate in a dynamic, hands-on environment and manage a broad range of responsibilities with sound judgment

• Proven experience building or improving processes, systems, and operational infrastructure, with a proactive, solutions-oriented mindset

• Strong interpersonal and communication skills, with the ability to build trust and effectively engage with family members, trustees, and external advisors

• High level of integrity, discretion, and professionalism in managing confidential and sensitive information

• Technologically proficient, with experience leveraging systems and tools to enhance reporting, organization, and efficiency

JOB TYPE

• Full-Time, Hybrid (expected on average 3 days per week in-person)

• Physical office located in Rye, NY

COMPENSATION

• Annual compensation range of $250,000 – $300,000, based on experience and qualifications, with comprehensive benefits

Human Capital team • Remote

Human Capital Advisory Associate

Parere Advisory • Family Office Development & Operations

Apply for This Role →

ABOUT THE ROLE

Parere Advisory is seeking a highly organized, proactive, and detail-oriented Associate to support our growing Human Capital Advisory practice. Working closely with the Human Capital team, this individual will play an integral role in coordinating search engagements, delivering an exceptional candidate experience, supporting recruiting and onboarding operations, and helping build an institutional human capital business for Parere.

This role is ideal for an early-career professional who enjoys organization, relationship management, and solving complex operational challenges. The successful candidate will thrive in a fast-paced, entrepreneurial environment where no two days are the same and will have the opportunity to gain exposure to recruiting, family office operations, organizational design, and human capital consulting.

Parere Advisory is an independent advisory firm that works exclusively with family offices on the development of their operations. Founded in 2023, the firm has led over 35 engagements advising families on family office infrastructure. The team consists of seven professionals all working remote and serving families across the U.S. and abroad. Human Capital Advisory is a rapidly growing area for family office development at Parere, and this position offers significant opportunity for professional growth and increasing responsibility as the Human Capital Advisory practice continues to expand.

KEY RESPONSIBILITIES

Search Coordination

• Coordinate interview scheduling across multiple search engagements, ensuring a seamless experience for candidates, clients, and internal team members

• Serve as a point of contact for candidates throughout the recruiting process, providing timely, professional, and thoughtful communication

• Assist with candidate sourcing efforts through LinkedIn recruiter and other recruiting platforms

• Draft candidate outreach messages, interview confirmations, scheduling communications, and follow-up correspondence

• Support the preparation of candidate materials, interview packets, reference summaries, and client presentations

• Coordinate reference checks, background checks, offer documentation, and pre-employment activities

• Rack candidate progress throughout the hiring process and proactively ensure searches remain on schedule

Recruiting Operations

• Maintain accurate candidate records and hiring activity

• Assist with posting job opportunities across recruiting platforms and managing inbound applications

• Build and maintain recruiting dashboards, hiring trackers, and reporting metrics

• Support the creation and ongoing refinement of recruiting workflows, SOPs, templates, and process documentation

• Identify opportunities to improve recruiting processes through automation, AI tools, and operational efficiencies

• Coordinate relationships with recruiting and PEO vendors, background check providers, and recruiting technology platforms

Advisory Support

• Assist in developing job descriptions, interview guides, candidate scorecards, onboarding plans, and hiring process documentation for family office clients

• Support organizational development initiatives, compensation research, recruiting market research, and talent mapping projects

• Prepare materials for client meetings, recruiting updates, and search presentations

• Assist with special projects related to human capital strategy, organizational design, governance, and family office operations

• Support client engagements across a broad range of human capital initiatives, building a strong foundation across multiple HR disciplines, including talent acquisition, employee relations, benefits, compliance, HR operations, payroll, organizational development

• Provide project coordination and administrative support across multiple client engagements

QUALIFICATIONS

• Bachelor’s degree required

• Minimum 5 years of experience in human resources, talent acquisition, HR operations, PEO services, staffing, or a related field

• Strong organizational skills with exceptional attention to detail and the ability to manage multiple priorities simultaneously

• Excellent written and verbal communication skills with a polished, professional demeanor

• Demonstrated ability to manage confidential information with discretion and sound judgment

• A service-oriented mindset with a genuine desire to deliver an exceptional candidate and client experience

• Intellectual curiosity and a desire to continuously learn and develop professionally

• Resourcefulness and a proactive approach to problem-solving

• Interest in leveraging AI and technology to improve recruiting processes and operational efficiency

• Proficiency with Microsoft Office, including Word, Excel, and PowerPoint

• Experience using LinkedIn Recruiter or other sourcing platforms is a plus

JOB TYPE

• Full-Time, Remote