Director - Executive and Family Office

Pineville, Louisianafull time

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senior

H1B: no

Crestoperations The Director of Executive & Family Office at Crest Operations serves as a trusted partner to the CEO, managing the Crest Advisory Board, family office, investments, and ownership priorities. This role requires exceptional judgment, discretion, and organizational skills to coordinate complex relationships and priorities independently.

Responsibilities

Crest Advisory Board
Own the CAB annual calendar and operating rhythm.
Develop agendas and coordinate pre-reads, presentations, and meeting materials.
Ensure decisions, commitments, and follow-up actions are documented and completed.
Serve as the primary point of coordination for CAB members and related activities.
Family Office & Investments
Coordinate family office priorities, investments, entities, and key relationships.
Maintain visibility into investment activity, performance, opportunities, and outstanding decisions.
Coordinate with financial advisors, attorneys, accountants, investment partners, and other external professionals.
Organize information and analysis to support sound investment and ownership decisions.
Ensure important records, commitments, and documentation are maintained.
CEO & Ownership Priorities

Qualification

Exceptional organizationalHigh degree of discretionProactiveLow ego

Required

Significant experience working with senior executives, family offices, investments, governance, business operations, or related areas.
Strong business and financial acumen with the ability to understand investments and complex ownership matters.
Exceptional organizational, communication, and relationship-management skills.
High degree of discretion, integrity, and sound judgment.
Proactive, resourceful, and comfortable operating independently in ambiguous situations.
Strong follow-through with the ability to manage multiple priorities and stakeholders.
Low ego, high ownership, and a service-oriented mindset.

Company

Crestoperations

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Source: lever

Active within the past hour

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Must-Have Skills for This Role

LeadershipCoordinationJudgmentDiscretionOrganizationRelationship management

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