CFO/COO Family Office (Impact-Led)

Careers4Change is delighted to support this impact-led Family Office in their search for an exceptional CFO/COO, working closely with the Founder.

Role Purpose:

This is an exceptional new role within an innovative Family Office. They are looking for an outstanding, impact-driven, CFO/COO to work with the founder to develop one of the most progressive family offices in the UK. They will oversee a portfolio of mixed assets across sport, art, health, real estate, finance and philanthropy, taking a senior role in a broader team that works together to achieve positive social change, focused on gender equity.

Key Responsibilities:

1. Oversee a complex investment portfolio, including personal, company and foundation assets.
2. Lead the structural management of the portfolio, with a sound understanding of legal and tax implications across different entities.
3. Support the founder and SMT in evaluating new investment opportunities.
4. Develop the portfolio in line with the founder’s social impact goals.
5. Establish a leading family office that deploys wealth for impact using a mission-aligned approach.

Financial and Operations Management:

1. Perform high-level budgeting, cash flow, risk and performance monitoring.
2. Lead reporting and insights to the founder and broader team.
3. Manage central corporate functions such as office space, payroll, banking, IT and general contracting.
4. Develop strong working relationships with co-investors, wealth managers and other professional advisors.
5. Work collaboratively with existing senior management, including Impact Investment and Foundation Heads.
6. Ensure procedures and systems are compliant with relevant good practice and legislation.

Qualifications

1. 10+ years of related experience in professional services, impact investment and/or innovative family offices.
2. Highly numerate with a broad commercial awareness.
3. An innovative thinker who is action-oriented, hands-on and willing to undertake a variety of tasks.
4. Comfortable working across a range of asset classes, risk profiles and interests.
5. Keen to align with family office values and culture.
6. Agile and happy working alone or with others, in a small-team environment.
7. Confident in liaising with all levels of personnel, internal and external – an excellent communicator who is discreet and professional.
8. Organised and efficient, able to execute and oversee multiple projects and initiatives.
9. Keen to learn more about values-led investing to improve outcomes for women and girls.

To apply

Please send your CV and Cover Letter (up to one A4 page) to Careers4Change via our website.

Applicants from all backgrounds are encouraged to apply. You will be part of an inclusive team, enriched by lived experience, and supported to achieve your full potential.

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