Chief Financial Officer
Legacy Search Advisors
5 hours ago
Full-time
On-site
Boca Raton, Florida, United States
$275,000 - $325,000 USD yearly
Chief Financial Officer - Family Office / RIA
$275-325K Base + Bonus
Hybrid - Boca Raton Florida Area
*RELOCATION Strongly Considered for a Candidate Who can Move Quickly*
This Dynamic Family Office is new to the region and has launched a rapidly growing Registered Investment Advisory to share their diversified investment strategy w/ an Exclusive group of investors.
The Founder has done this before. The last time is was Big...this time it is going to be HUGE!
The Family Office is well developed with Lender Bagel Structure in place.
The RIA is currently deploying capital across multiple Asset Classes including:
The chosen candidate MUST bring:
I have personally represented this Family as their Go-To Search Advisor for 20 years dating back to the early days of their 1st Successful Operating Company.
I have placed nearly 100 candidates with the Family over this time, many of whom have become extremely wealthy. Again...this is a "Share the Wealth" culture!
Qualified Candidates should EASY APPLY to arrange YOUR opportunity to hear the very magical story behind this role and the Family Office / RIA you will lead.
The client is ready to hire, do not miss your opportunity to learn more!
$275-325K Base + Bonus
Hybrid - Boca Raton Florida Area
*RELOCATION Strongly Considered for a Candidate Who can Move Quickly*
- Early Stage Opportunity w/ Established Infrastructure & Strategy
- The Founder led a MASSIVE Exit w/ Previous Operating Company
- True "Share The Wealth" Culture
- Partner w/ a Highly-Regarded COO to Run The Show
- Step Into an Established Team w/ Tremendous Morale
This Dynamic Family Office is new to the region and has launched a rapidly growing Registered Investment Advisory to share their diversified investment strategy w/ an Exclusive group of investors.
The Founder has done this before. The last time is was Big...this time it is going to be HUGE!
The Family Office is well developed with Lender Bagel Structure in place.
The RIA is currently deploying capital across multiple Asset Classes including:
- Venture Capital
- Private Equity
- Private Credit
- Real Estate
- Infrastructure
The chosen candidate MUST bring:
- 12+ Years of Combined Financial Leadership Experience in both Family Office and Registered Investment Advisory
- Alternative Investment Experience
- CPA / MBA and Other Relevant Certifications
- Comprehensive Understanding of the Lender Bagel Family Office Structure
- Tremendous Communications Skills
- Flexible Personality
- Passion for the Alternative Investment World
I have personally represented this Family as their Go-To Search Advisor for 20 years dating back to the early days of their 1st Successful Operating Company.
I have placed nearly 100 candidates with the Family over this time, many of whom have become extremely wealthy. Again...this is a "Share the Wealth" culture!
Qualified Candidates should EASY APPLY to arrange YOUR opportunity to hear the very magical story behind this role and the Family Office / RIA you will lead.
The client is ready to hire, do not miss your opportunity to learn more!