Dossier Roles
Family Office &
Investments
Senior roles across single-family offices, multi-family offices, family investment firms and private wealth organizations, spanning family office leadership, investment management, portfolio management, wealth management, private equity, direct investments, finance and operations. Positions include family office executives, investment directors, portfolio managers, wealth advisors, investment professionals and functional leaders supporting private wealth and investment activities.
Let’s get startedFoundations &
Trusts
Senior roles within large private foundations, charitable trusts and grantmaking organizations, spanning institutional management, finance, investment management, governance, legal, compliance, human resources, technology and operations. Positions include executive and departmental leaders, investment and financial management professionals, fiduciary and risk specialists, and senior functional professionals responsible for organizational infrastructure, financial stewardship and long-term sustainability.
Let’s get startedFinancial Advisory
& Operations
Senior roles across financial advisory, wealth management, professional services and business operations, spanning financial planning, advisory services, client relationship management, business operations, compliance and strategic planning. Positions include advisory practice leaders, wealth management executives, financial planning professionals, operations leaders, client service executives and senior specialists supporting business performance and service delivery.
Let’s get startedExecutive & General
Management
Executive and senior leadership roles across industries, spanning general management, business strategy, organizational leadership, business unit management and enterprise-wide operations. Positions include CEOs, Presidents, COOs, Managing Directors, Executive Directors, general managers, business unit leaders, Chiefs of Staff and senior functional leaders responsible for organizational performance, strategic execution and business growth.
Let’s get startedFinance &
Accounting
Senior roles across finance and accounting, spanning financial strategy, accounting, financial planning and analysis, financial reporting, treasury, tax, audit, controllership and investment finance. Positions include CFOs, Controllers, finance directors, accounting leaders, FP&A leaders, treasury and tax professionals, and senior finance specialists responsible for financial oversight, reporting, planning, controls and organizational performance.
Let’s get startedHuman Resources
& People
Senior roles across human resources and people management, spanning talent acquisition, talent management, human capital strategy, organizational development, total rewards, employee relations, leadership development and workforce planning. Positions include CHROs, Chief People Officers, HR executives, HR directors, talent acquisition leaders, talent management leaders, compensation and benefits professionals, and organizational development specialists supporting workforce effectiveness and organizational growth.
Let’s get started