Family Office Director of Finance
United States
April 28, 2026
Fairfield County, CT
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About This Role
Mission Staffing is recruiting a Family Office Director of Finance for an asset management firm in Fairfield County, Connecticut. This high-trust, high-autonomy role reports to the CFO and the firm founder, supporting the family office with a mix of accounting, finance, and administrative responsibilities.
Key Responsibilities:
- Maintain a consolidated, real-time view of all assets (public, private, real estate, and cash) and support capital allocation decisions
- Coordinate capital calls, distributions, and liquidity planning across investments and entities
- Oversee banking relationships, account structures, cash movements, and bill pay infrastructure
- Optimize treasury management, including deploying excess cash into appropriate short-term instruments
- Build and enhance financial systems, reporting, and documentation
- Manage insurance coverage and broader financial risk across entities
- Serve as the central point of contact for tax, legal, and financial advisors
- Oversee financial operations for real estate holdings
Ideal Background:
- Chief of staff to a founder, principal, or senior executive
- Personal CFO for a UHNW family or family office generalist
- Private banker or wealth advisor looking to go in-house to one family
- Ex-consulting or ex-banking professional seeking a high-trust, high-variety role
Location: Fairfield County, CT (hybrid in-office schedule).
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