Director, Family Office Lead
IEQ Capital · San Francisco, CA
Posted about 3 months ago · $170,000 - $225,000
or apply directly on IEQ Capital's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 75 days IEQ Capital's roles stay open a median of 83 days
- Reposted
- No
- Salary listed
- Yes 93% of IEQ Capital's roles list one
- Ghost-job risk at IEQ Capital
- high 43 stale, 0 reposted of 43 open
- Hiring momentum
- 45 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-25
Measured from postings appearing on and disappearing from IEQ Capital's own greenhouse board since 2026-08-03. Full hiring picture for IEQ Capital.
About this role
The Director, Family Office Lead at IEQ Capital will manage the non-investment aspects of complex client relationships, coordinating with various professionals and service providers. This role involves project leadership and hands-on execution, requiring the individual to maintain project trackers, manage financial operations, and ensure smooth communication among all parties involved. The position demands exceptional organizational skills and the ability to handle sensitive matters in a fast-paced environment.
- benefits
- 1/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of IEQ Capital as an employer.
What you need
- 7+ years of relevant professional experience in a family office, multi-family office, accounting firm, law firm, private bank, wealth management firm, financial operations function, or similarly demanding client-service environment
- Demonstrated experience managing complex projects involving multiple internal participants and external advisors
- Strong operational and project management capabilities
- A hands-on execution orientation and willingness to personally manage both high-level initiatives and detailed administrative tasks
- Experience coordinating financial transactions, documentation, professional advisors, vendors, or client administrative workflows
- Strong business judgment and an understanding of how legal, tax, estate, insurance, banking, and investment-related considerations intersect
Nice to have
- Investment experience can be valuable, but candidates should have a clear interest in owning the operational and execution side of complex family office relationships
- Legal or accounting experience may also be particularly relevant when paired with a desire to coordinate across disciplines rather than practice exclusively within one technical specialty
What you get
- The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
Worth weighing
- The role is not investment-focused, which may not appeal to candidates looking for investment management opportunities.
- Candidates must be comfortable working in a high-expectation environment with accomplished clients and professionals.
- The position requires managing both high-level initiatives and detailed administrative tasks, which may be demanding.
Summarised from IEQ Capital's posting. Read the full original.
Listed by IEQ Capital on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.
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