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*

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!

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Chief Financial Officer