Barnard Inc. is seeking a Family Office Director in Bozeman, MT to lead financial, legal, tax and administrative oversight for a high-net-worth family and their trusts. The role involves coordinating with attorneys, CPAs, bankers, and advisors to optimize wealth strategy. The ideal candidate brings 8+ years in wealth management or corporate finance, with strong discretion, integrity, and strategic thinking. This position requires residence in Bozeman and a proactive, confidential approach.

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Level

Manager L7

Location

Bozeman, MT

Occupation

Financial Managers

Industry

Trust, Fiduciary, and Custody Activities

Posted

yesterday

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