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Job Description
Family Office Investment Services Manager
About the Role
FSM seeks a CFA Charterholder to lead investment services delivery β and directly manage capital β across a growing roster of ultra-high-net-worth client families. This role carries a dual mandate: you are both the institutional framework builder who ensures every advisor is tracked, benchmarked, and held accountable, and a discretionary portfolio manager with direct responsibility for assigned capital sleeves within each client's overall allocation.
This is a rare seat for a CFA who has managed real money, is fluent in multi-asset portfolio construction, and can simultaneously operate at the orchestration level β sitting above a roster of outside managers β and at the execution level, managing positions directly. You will not be a passive scorekeeper. You will be in the game.
What You'll Own