Paytech Trust Jobs in Usa

About Us

The Cleveland Foundation, established in 1914, is the world's first and one of the largest community foundations, with assets exceeding $3.9 billion. Our mission is to enhance the lives of all residents in Greater Cleveland, now and for generations to come.

As we continue to grow and evolve, we are dedicated to building strong relationships and trust across our community, working collaboratively to create innovative, impactful, and internationally recognized contributions to the field of philanthropy.

About You

You are a detail-oriented and proactive professional with a strong interest in both legal operations and accounting within a mission-driven nonprofit environment. Highly organized, analytical, and efficient, you thrive in roles that require precision, discretion, and thoughtful collaboration across disciplines. You bring the ability to execute and coordinate work at the intersection of Legal and Finance, supporting each function within clearly defined roles, controls, and accountability frameworks.

You are comfortable managing complex data, navigating compliance systems, and supporting financial processes while applying a strong legal lens to charitable planning and administration. Whether preparing fund agreements, assisting with complex outright and estate gifts, or managing gift processing and administration, you bring clarity, organization, and insight to every task. As a trusted partner to the Legal, Finance, and Philanthropy teams, you understand how disciplined legal and financial infrastructure underpins effective donor stewardship and philanthropic impact.

Job Summary

The Senior Paralegal, Charitable Planning & Administration role is a dual-function position that bridges Legal and Finance to support charitable planning, gift administration, and compliance. It advances the organization’s goals by ensuring legally sound, well-coordinated charitable giving and gift administration processes while maintaining clear accountability within each department. As part of the Legal team, the role supports the General Counsel and Legal Counsel with legal services related to charitable giving, contracts, compliance, and legal operations, while also providing defined operational support to Finance. The position reports directly to the General Counsel, with finance-related work performed under the functional direction of the Vice President, Accounting.

Key Responsibilities

• Ensure legally sound, donor-intent–aligned charitable giving and gift administration by integrating legal oversight, compliance, and operational execution across the lifecycle of complex gifts, estates, trusts, and funds.
• Advance organizational effectiveness and risk management by supporting high-quality legal services, contract governance, and compliance practices related to charitable planning, agreements, and foundation operations.
• Enable accurate, timely, and compliant gift administration by overseeing critical processes for gift receipt, allocation, acknowledgement, fund setup, and specialized fund transactions in close coordination with Legal, Finance, and Philanthropy.
• Strengthen cross-functional coordination and donor experience by serving as a trusted operational and legal partner to internal teams, donors, and external advisors, ensuring clarity, consistency, and responsiveness in donor transactions.
• Improve systems, data integrity, and decision-making by contributing legal and operational expertise to Salesforce and contract management tools, and by producing reliable reporting on planned gifts, estates, trusts, and funds.

Competencies & Behavioral Expectations

• Judgment
• Communication
• Teamwork & Collaboration
• Adaptability
• Problem-Solving

Required Qualifications

• A bachelor’s degree in a relevant field and/or paralegal certificate or equivalent legal training.
• Minimum five to seven years’ experience in a paralegal, legal operations, trust and estate administration, charitable planning, or related role; nonprofit, finance, and/or in-house experience a plus.
• Demonstrated experience drafting and reviewing complex legal documents, including charitable gift agreements, fund agreements, estate and trust related documents, or comparable instruments.
• Working knowledge of estate planning, trusts, charitable giving vehicles, and donor-advised funds, including donor intent and compliance considerations.
• Experience supporting or coordinating estate and/or gift administration, receipting, or accounting-adjacent processes.
• Ability to work effectively in a dual-reporting or matrixed environment, balancing priorities across departments while maintaining clear role boundaries.
• Strong analytical, organizational, and data-management skills, with the ability to manage multiple workflows and deadlines with a high degree of accuracy.
• High level of discretion and sound judgment in handling confidential legal, financial, and donor information.
• Proficiency researching individuals and other funding sources through online resources (Lexis, etc.) and other electronic and print sources of information.
• The ability to collaborate successfully with a diverse group of individuals internal and external to the organization.

Preferred Qualifications

• Proficiency with software platforms, such as Agiloft, Salesforce, iPhi/Ren, PG Calc, Microsoft Office and/or other contract lifecycle or project management systems
• Work Environment
• The role is primarily office-based, involving frequent interaction with executives, staff, and external partners.
• The position may require prolonged periods of sitting, as well as occasional lifting of light office supplies and materials.
• Occasional extended hours to meet deadlines or support special events.
• Occasional travel may be required for meetings, events, or conferences.

Status: Regular, Full-Time, Exempt

Amundsen Davis, a respected full-service business law firm, is seeking a skilled, detail-oriented Legal Assistant to join our collaborative legal team. If you have a strong background in Trusts & Estates and thrive in a fast-paced, client-focused environment, this is an excellent opportunity to make a meaningful impact. You’ll work closely with attorneys to manage estate matters from start to finish, ensuring accuracy, organization, and exceptional client service.

Essential Duties and Responsibilities

• Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
• Manage Wisconsin probate filings, estate administration, and trust administration from start to finish
• Prepare estate/trust income tax returns, gift tax returns, and estate tax returns
• Complete probate and trust accountings
• Coordinate document execution and notarization, including scheduling client signings
• Organize and maintain electronic and physical client files, estate documents and trust records
• Serve as a primary client contact, ensuring timely communication with beneficiaries and related professionals
• Support attorneys with case management from inception through resolution

Required Competencies, Education and Experience

• 5+ years of legal experience, in Trusts & Estates
• Proficiency in fiduciary accounting and legal case/document management
• Excellent organization, accuracy, and communication skills
• Bachelor’s degree preferred
• This position requires regular and predictable in-office attendance

This position is not open to recruiters.

Amundsen Davis is a full-service business law firm comprised of 260 attorneys headquartered in Chicago. As one of the fastest growing law firms in the Midwest, we understand the entrepreneurial thinking that drives business decisions for our clients. We use this insight to respond to the needs of clients creatively, expediently and pragmatically. The firm handles the transactional, labor and employment, and litigation needs of companies across the U.S. Our experience in both litigated and transactional matters makes us a unique partner for your business. The law firm has offices in the following locations: Chicago, Crystal Lake, St. Charles, and Rockford, IL; Columbus, and Cleveland OH; Milwaukee, Appleton, Brookfield, Green Bay, and Madison, WI; St. Louis, MO; and Indianapolis, IN.

Amundsen Davis is an Equal Opportunity Employer. We support and encourage workforce diversity. We do not discriminate because of an individual’s race, color, religion, gender, national origin, sexual orientation, gender identity or expression, ancestry, citizenship, creed, marital status, veteran status, age, family care giving responsibilities, genetic profile or predisposition, pregnancy or disability with respect to hiring, promotion, firing, compensation, or other terms, conditions, or privileges of employment.

Pay: $130,000.00 - $185,000.00 per year

Why This Is a Great Opportunity

• Work directly with high net worth individuals, business owners, and family offices on sophisticated estate planning and tax strategies
• Join a tight-knit boutique team of attorneys and tax professionals who invest heavily in mentoring and professional development
• Build a broad skill set across estate planning, trust administration, corporate, real estate, and tax matters instead of being siloed in one niche
• Hybrid schedule with a beautiful downtown Chicago office plus work from home flexibility
• Clear path to grow into a trusted advisor and eventually maintain a sophisticated, long-term legal practice

Location: Hybrid position based in downtown Chicago. Enjoy an easy commute to the Loop plus flexibility to work remotely part of the week.

Note: You must be licensed to practice law in Illinois and have at least 2+ years of experience in estate planning, tax, or closely related corporate matters.

About Our Client

Our client is a long-established boutique law firm focused on taxation, estate planning, and business transactions. They represent high net worth individuals, entrepreneurs, and closely held businesses, offering “one stop” services across estate planning, tax planning and compliance, family office services, trust and estate administration, and business transactions. The team is made up of attorneys and tax professionals who value legal excellence, personal attention, and long-term client relationships that span generations.

Job Description

As the Estate Planning Associate Attorney, you will:

• Draft wills, trusts, powers of attorney, and related estate planning documents for high net worth clients
• Advise families and business owners on gift and estate tax planning, wealth transfer strategies, and family business succession planning
• Handle trust and estate administration matters, including coordination with fiduciaries, beneficiaries, and advisors
• Form and maintain business entities, including corporations, LLCs, and partnerships, and assist with ongoing corporate governance
• Participate in real estate closings and related documentation for clients’ personal and business transactions
• Prepare or help oversee preparation of federal and Illinois estate tax returns and federal gift tax returns
• Collaborate closely with attorneys, tax professionals, and other advisors in a highly team-oriented environment
• Build trusted client relationships and gradually develop your own sophisticated estate planning and business practice under partner mentorship

Qualifications

• Juris Doctor degree from an accredited law school
• Active Illinois bar license in good standing
• 2+ years of experience in estate planning, tax, trust and estate administration, or closely related corporate and business matters
• Exposure to or interest in gift and estate tax planning and family business succession planning
• Strong drafting skills and attention to detail with complex documents and tax-driven structures
• Comfort working with high net worth individuals, families, and business owners
• Eagerness to develop a broad practice that spans estate planning, tax, corporate, and real estate matters
• Excellent communication skills and a collaborative, client-service mindset

Why You’ll Love Working Here

• Work side by side with highly accomplished attorneys and tax professionals who are recognized leaders in their field
• Join a truly collegial environment where people stay long term and invest in each other’s growth
• Handle sophisticated, multi-generational planning matters for clients who value strategic, creative solutions
• Enjoy a stable, boutique setting with real work life balance, not a “churn and burn” big firm culture
• Competitive salary, incentive bonus potential, and comprehensive benefits package

JPC-521

Job Type: Full-time

Benefits:

• Dental insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Job ID: 372358

Practice area:- Estate & Tax Planning,Probate

Estate Planning & Probate Associate Attorney (2–6 Years Experience) – Private Client Services | Boston, Massachusetts

Keywords:- Estate Planning Associate Attorney, Trusts and Estates Attorney, Probate Attorney, Estate Planning Attorney Boston, Estate and Tax Planning Attorney, Boston legal jobs, Attorney jobs Boston MA, MA Bar required, Law firm estate planning associate, Partner-track position, lawyer,estate planning, gift tax, generation-skipping, dynasty trust, GRAT, QTIP trust, charitable trust, family wealth planning

The firm, established in 2000, represents clients including families, individuals, and industries. Its service areas include executive leadership, residential real estate, commercial real estate, commercial lending, estate planning, dispute resolution, tort defense, litigation, and hospitality and recreation. It has offices in Boston, Andover, and Waltham, Massachusetts, and Nashua, New Hampshire. Three of its attorneys have been selected to the lists of Super Lawyers and Rising Stars by Super Lawyers publication.

A respected law firm is seeking an Estate Planning & Probate Associate Attorney (2–6 years experience) to join its growing private client services practice in Boston, Massachusetts. This Estate Planning Attorney role focuses on advising individuals, families, and fiduciaries on sophisticated estate planning and wealth preservation strategies.

Attorneys pursuing Boston legal jobs in private client services will gain the opportunity to work on complex estate planning matters, including wealth transfer strategies, trust administration, and tax-efficient asset structuring. The Estate Planning Attorney will collaborate closely with financial advisors, accountants, and fiduciaries to provide comprehensive planning solutions.

This partner-track position provides significant opportunities for professional growth, client development, and leadership within a dynamic estate planning practice. Attorneys with an existing book of business are particularly encouraged to apply.

This opportunity is actively interviewing candidates seeking advanced Boston legal jobs in estate planning and probate law.

________________________________________

Key Responsibilities

• Advise individuals, families, and fiduciaries on estate planning strategies, wealth preservation, and generational wealth transfer.

• Draft sophisticated estate planning documents including wills, trusts, powers of attorney, and healthcare directives.

• Provide legal guidance on estate, gift, and generation-skipping transfer tax strategies.

• Assist clients with charitable planning and business succession strategies.

• Support probate and estate administration, including fiduciary guidance, tax filings, and asset distributions.

• Collaborate with financial advisors, accountants, and other professionals to create integrated estate planning solutions.

• Maintain and expand client relationships while contributing to practice growth.

• Utilize an existing book of business to support business development and client portfolio expansion.

________________________________________

Qualifications

• Juris Doctor (JD) from a recognized law school.

• Massachusetts Bar required and active license to practice law in Massachusetts.

• 2–6 years of experience practicing as an Estate Planning Attorney or trusts and estates associate.

• Experience handling estate planning, trust administration, and probate matters.

• Demonstrated book of business preferred.

• Strong drafting skills for complex estate planning documents.

• Ability to manage client relationships and develop business opportunities.

• Strong legal writing and analytical abilities.

________________________________________

Education

• Juris Doctor (J.D.) degree from an accredited law school.

________________________________________

Certifications

• Licensed to practice law in Massachusetts.

________________________________________

Skills

• Strong technical knowledge of estate, gift, and generation-skipping transfer tax laws.

• Advanced drafting abilities for trusts, wills, and estate planning instruments.

• Excellent written and verbal communication skills.

• Strong client relationship management and advisory abilities.

• Ability to work independently while contributing to a collaborative team environment.

________________________________________

Culture & Firm Appeal

This opportunity is with a well-established law firm serving families, individuals, and businesses throughout the Boston legal community. The firm provides a broad range of legal services while maintaining a strong reputation for personalized client service and practical legal solutions.

Attorneys benefit from a collaborative environment where private client attorneys work closely with professionals across multiple disciplines. The firm encourages entrepreneurial attorneys to develop client relationships and expand their professional networks.

Professionals exploring Boston legal jobs in estate planning will appreciate the firm’s emphasis on business development, client-focused service, and long-term career growth.

The firm also maintains a strong reputation within the regional legal market and has attorneys recognized by respected industry publications.

________________________________________

Why This Role Is Unique

• Opportunity to advise high-net-worth individuals and families on advanced estate planning strategies.

• Meaningful involvement in wealth preservation, tax planning, and succession planning matters.

• Opportunity to grow and expand a private client practice through business development.

• Collaborative team environment with experienced estate planning professionals.

• Partner-track position supporting long-term professional advancement.

• Ideal opportunity for attorneys seeking advanced Boston legal jobs in estate planning and probate law.

This position rarely opens at this level and provides a strong opportunity for attorneys to grow a successful private client services practice within a respected legal environment.

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Explore this elite-level opportunity today.

Submit your resume to learn more about this prestigious role.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

Estate Planning & Probate / Trusts & Estates Associate — High-Net-Worth Focus | Frisco (Onsite) | Bonus + Partner Track - Dallas

Highlights:

• Join a specialist trusts & estates practice with a strong high-net-worth / tax-planning focus (advanced strategies + real client complexity).
• Work alongside Board Certified estate planning & probate attorneys (TBLS) — strong signal for training, quality, and credibility.
• Exposure to sophisticated planning tools (e.g., FLPs, GRATs, QPRTs, dynasty trusts, ILITs, charitable trusts, SLATs, IDGTs), plus tax return work (706/709/GST) at varied complexity.
• Balanced practice: planning + probate/administration, so you’re not stuck doing one thing all day.
• Growing, busy practice (client demand is strong), with room to build a book and progress.

Role

• Draft and implement estate plans: wills, trusts, POAs, and related planning documents
• Support (and grow into) gift/estate tax planning and wealth transfer strategies
• Handle probate matters / trust administration as part of a well-rounded T&E practice
• Be client-facing: communicate clearly, manage expectations, and build long-term relationships
• Work largely independently (with support/mentorship), delivering high-quality, deadline-driven work

Compensation

• Base starting at $95,000+ (flexible depending on experience/skill set)
• Performance-based bonus tied to business development

Benefits

• 401(k)
• Medical / Dental / Vision
• CLE support + professional development

Other points of interest

• Onsite role in Frisco (suburban, family-friendly area; slower pace than downtown)
• Partner-track potential for the right person
• Client service philosophy emphasizes making complex issues clear and approachable.

Requirements

• Texas Bar (active, in good standing)
• 2+ years in estate planning and/or probate
• Strong knowledge of gift & estate tax law + excellent drafting skills
• Comfortable onsite (Dallas)

Nice-to-haves

• High-net-worth experience / complex tax planning
• Probate litigation or deeper trust administration exposure
• Dual bar (e.g., Florida) a plus

Call to action

For a confidential, no-obligation discussion, email your resume to or DM/apply directly here on LinkedIn. All inquiries kept strictly confidential.

Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Our Company

Trail Ridge Wealth Management, Inc. (TRWM), provides wealth management services to high-net-worth individuals and families and the trusts and charities they create. Services are provided through two wholly owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA), is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC), is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming. TRWM is owned by its five founders, who are active in the company as officers and/or directors.

Why Work at Trail Ridge Wealth Management?

TRWM’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

About the Client Coordinator Role

We pride ourselves in delivering an exceptional experience to our clients. Good communication with our clients is critical: it must be timely, responsive, and delivered with empathy and a sense of urgency. The Client Coordinator plays an important role in defining the day-to-day experience of the company’s clients. The Client Coordinator not only interacts regularly with clients in servicing their accounts, but also with their account custodians. The successful candidate will join an experienced team of advisors and professionals servicing high net-worth individuals and the trusts and charitable organizations they create and will have a commitment to and passion for delivering exceptional service to the company’s advisors, clients, and associates.

Client Interaction and Relationship Management

Client Service

·      Serve as a point of contact for TRWM clients, handling inquiries, requests, and money movement and resolving issues in a timely, professional, and empathetic manner, consistent with TRWM Service Standards, as directed

·      Refer client requests to appropriate colleagues, as needed

·      Process IRA qualified charitable distributions

·      Work closely with advisors and trust officers to serve various client needs

·      Maintain client confidentiality and assist in identifying potentially fraudulent activity

Client Meeting Preparation

·      Prepare and organize meeting materials, including performance reports, agreements or forms that need to be updated, etc.

·      Schedule meetings, consistent with the frequency and format specified in their Client Priorities and Communications Preferences forms, as directed

Client Education. Show clients how to read custodian and/or trust statements and access and navigate custodian and company online portals.

Operational and Administrative Support

Account Setup and Maintenance

·      Prepare and process client paperwork and documentation, including new account acceptance forms, account applications and related documents, asset transfer forms, and investment advisory agreements

·      Initiate and monitor custodian service requests and communicate with custodians as needed to resolve such requests

·      Contact financial services companies and other service providers on behalf of TRTC clients, as directed, to add TRTC as an authorized party, to obtain relevant documentation, etc.

·      Complete documents accurately and timely

·      Properly save documents to the client file, consistent with TRWM’s service standards

·      Maintain digital signature (e.g., DocuSign) templates

CRM Utilization

·      Use and maintain the company’s client relationship management (CRM) software (e.g., Wealthbox) to track all client information and interactions

·      Use the CRM to organize tasks and track workflows

·      Set up new clients in the CRM as part of the new client onboarding process

·      Input and update CRM data accurately and completely

Backup for Administrative Support Functions, including:

·      Pay bills and make disbursements on behalf of clients, as instructed

·      Answer and route office phone calls and emails

·      Process mail: Retrieve, scan, label, save according to our policies and procedures

·      Manage office supply inventory and office equipment

·      General office organization

·      Office vendor management

General

·    Service Standards.  Comply with TRWM’s service standards.

·    Compliance. Comply with company policies and procedures and applicable laws and regulations.

·  Workflows and Processes. Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.

·  Accuracy and Timeliness. All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.

·   Communication with Colleagues. Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

·      Complete other tasks as assigned.

Trail Ridge Values

·      Accountability. I take ownership of decisions and results within the scope of my role.

·      Initiative.  I identify what needs to be done and take appropriate action without needing to be asked.

·      Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

·      Collaboration. I work in partnership with others to accomplish goals and tasks.

·      Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations. If my role is not client facing, I consider and understand how my work affects our clients and am guided by that focus

·      Learning Orientation. I develop my knowledge, skills, and abilities to continuously improve.

Qualifications

●    High school diploma required; bachelor’s degree preferred

●    Minimum of 2 years of experience in the financial services industry; at least 3 - 5 years of such experience preferred

●    Superior organizational, time management, and written and oral communication skills

●    Process-driven and proactive with excellent problem solving and analytical skills

●    Excellent attention to detail and ability to focus

●    Ability to manage multiple tasks, systems, and processes while meeting deadlines

●    Experience with Microsoft Office, particularly Excel and Word, required

●    Familiarity with Google Workspace and DocuSign preferred

●    Ability to lift 20 pounds

●    Valid driver’s license

●    Pass a basic computer skills assessment

Benefits

In addition to rewarding and meaningful work, we offer, for eligible employees depending on the number of hours worked*:

• 401(k) qualified retirement plan with company match
• Medical and dental plans
• Paid life insurance
• Paid short-term and long-term disability coverage
• 10 paid holidays per year
• Generous paid time off (PTO) program

* TRWM’s Employee Handbook contains details regarding eligibility for each benefit program

Compensation: $20-30 hourly, depending on experience and qualifications.

Work Hours: This is a full-time position (40 hours per week) in our Fort Collins office.

Construction Project Manager – Large-Scale Site Development

About Our Client

Our client is a leading site development contractor trusted to deliver large-parcel, mission-critical construction projects at scale for some of the most demanding owners and developers in the country. Known for speed, adaptability, and precision, our Client partners early with customers to identify risk, solve problems fast, and deliver building-ready sites that allow projects to move sooner and generate revenue faster. This includes all large-site, large parcel types – shipping and logistic centers, large commercial tracts, technology campuses, and data centers.

With a full suite of turnkey site development capabilities and active operations across multiple regions, our Client combines agile execution with real ownership at the project level. Recognized on the Inc. 5000 and Inc.’s Best Places to Work lists, the company operates with lean teams, direct leadership, and a culture that trusts strong performers to run their work portfolio like a business.

Key Responsibilities

We are looking for Construction Project Managers for multiple site locations (VA, NC, OH, GA). You will own large-parcel, large-building, time-critical site development projects typically ranging from $5M–$20M+, with full accountability for:

• Schedule
• Budget & margin
• Cost-to-complete
• Change management
• Customer trust

These projects move fast. Drawings change. Scope evolves. Customers expect speed and precision. Your job is to keep the project profitable and on track without slowing the work down.

• Acting as the CEO of your project with full P&L accountability.
• Building and managing detailed cost-to-complete models.
• Translating drawings into quantities, volumes, labor, and cost impact.
• Managing schedule-critical work in fast-moving customer environments.
• Partnering closely with superintendents and field crews.
• Driving margin through disciplined financial and operational decisions.
• Leading from the project site office and the field, not from behind the desk at corporate HQ.

Qualifications

This role favors engineers who think like operators, not administrators.

Required:

• Engineering degree (Civil preferred; Mechanical, Electrical, or Chemical acceptable).
• Demonstrated ownership of multi-million-dollar project budgets.
• Ability to be onsite at the project site. Typical project durations last 12-18 months.
• Comfortable with project calculations: volumes, unit rates, productivity.
• Experience owning project P&L, not just tracking it, and running profitable projects.
• Bias for action and ability to adapt quickly to change.

Strongly Valued:

• Data center, oil & gas, energy, or other mission-critical environments.
• Experience running time-sensitive projects with demanding customers.

Culture & Leadership

Our Client operates with a lean, high-accountability culture built for speed, ownership, and results. The leadership team values direct communication over politics and trusts strong performers to run their work like a business.

Project leaders are expected to think critically, live in the numbers, and take full responsibility for outcomes—schedule, margin, and execution—without being micromanaged. This culture attracts a diverse workforce and is suited to professionals with strong integrity who enjoy autonomy with accountability.

This is an environment where high standards are clear, excellence is the ultimate goal, and those who consistently deliver are challenged, trusted, and rewarded.

For more information about this opportunity, please contact Austin Bristow for a confidential conversation.

About Legacy

Legacy Executive Search is a boutique executive search firm with over 75 years of combined experience in recruiting top-tier leadership and senior talent across industries. Our Partner team specializes in placing executives and senior staff in roles such as Operations, Construction, Sales & Marketing, and Finance.

We deliver a high-touch search process, emphasizing integrity, trust, and authenticity to build long-lasting relationships. As a member of IIC Partners, one of the world’s top 10 executive search organizations, we offer unparalleled access to a global network of over 50 offices across 40+ countries, enabling us to connect clients with top talent worldwide.

Company

This vertically integrated family office develops and operates 5M square feet of residential

and retail/commercial properties. With a national focus of urban, knowledge-based economies

on the East Coast, they have $1B in transactions. Through its commitment to long-term

investment strategies, deep in-house experience, and strong relationships, the firm has

delivered a long track record of attractive risk-adjusted returns.

Position

Our client is seeking a highly trusted, detail-oriented accounting professional to serve

as Finance Director (Family Office Operations) for a private family office based in Pittsburgh.

This is a senior, hands-on role responsible for financial oversight, coordination with external

advisors, and day-to-day financial execution across a complex family office structure. The

Finance Director will work directly with the principals and serve as the central point of

accountability for financial accuracy, organization, and follow-through. The Finance Director

will have oversight of a small family office team located in Pittsburgh and Boston. The ideal

fit is someone who values precision, discretion, and long-term stability, and who enjoys

meaningful, varied work in a high-trust environment.

Responsibilities

Key responsibilities include, but are not limited to:

Family Office Financial Oversight

• Oversee the family office accounting and administrative team.

• Maintain accurate books and records across all family office entities and accounts.

• Review general ledger activity, reconciliations, and account accuracy.

• Coordinate monthly, quarterly, and annual close processes.

• Prepare internal financial summaries, cash flow tracking, and reporting for principals.

• Ensure consistency, accuracy, and documentation standards across entities.

Advisor & Professional Coordination

• Serve as the primary internal point of contact for:

o External accountants and tax preparers

o Estate planning attorneys and trust counsel

o Banking, legal, and administrative partners

• Organize and deliver financial information for tax filings, estate planning, and entity

administration.

• Track deadlines, requests, and deliverables to ensure timely execution.

Estate & Trust Coordination Support

• Support ongoing estate and trust administration in coordination with external advisors.

• Maintain organized records for trusts, entities, ownership interests, and accounts.

• Assist in implementing estate planning decisions.

• Ensure accounting records accurately reflect legal and ownership structures.

Cash Management & Controls

• Monitor cash balances and liquidity across accounts and entities.

• Oversee bill pay, expense classification, and supporting documentation.

• Maintain strong internal controls and financial organization.

• Proactively identify and resolve discrepancies.

Qualifications

• 7–15+ years of progressive experience in accounting, finance, family office, or related

professional experience.

• Bachelor’s degree in accounting, finance, or related discipline. Advance degree in

complimentary discipline a plus.

• Experience in family office, private company accounting, or professional services

supporting high-net-worth individuals strongly preferred.

• Exceptional attention to detail and organizational skills.

• Maintain the highest level of integrity and discretion.

• Demonstrated sound judgement in all areas of work.

• Comfortable working directly with principals.

• Strong written and verbal communication and coordination skills.

• Familiarity with accounting software systems and overall strong computer skills.

Personal Attributes

• Trustworthy, steady, and reliable.

• Calm and thoughtful under responsibility.

• Enjoys ownership of details and varied responsibilities.

• Takes pride in accuracy and follow-through.

• Seeking a long-term, stable role.

When you join Sunrise Senior Living, you will be able to use your unique skills to empower residents to live longer, healthier, and happier lives. Not only will you build meaningful relationships with residents, their families, and team members alike, you will also gain joy in serving others and deep fulfillment in your work. Explore how you can follow your passions and shed light on meaningful ways to serve, grow, and shine together.

Sunrise Senior Living was again certified as a Great Place to Work by Activated Insights. This is the 8th time Sunrise has received this top culture and workplace designation, highlighting the special place Sunrise is to be a part of.

Community Name: Sunrise of West Bloomfield

The Executive Director is responsible for overall leadership, management, and success of the community. Responsibilities include but are not limited to financial management, hiring, supervising, training, team member relations and recognition, communication, family services, resident well-being, quality assurance, and regulatory compliance. Additionally, a key component of this position is the ownership of the Sales and Marketing process to ensure maximization of revenue and our market position. At Sunrise, we pride ourselves as pioneers of the senior living industry in setting standards of excellence; we strive to provide care and services to seniors better than anyone. The Executive Director creates, in alignment with our mission and values, a positive atmosphere in the community for residents, family and friends, and all team members.

• Motivate individuals toward higher levels of performance that are aligned with the organization's vision and values.
• Communicate a clear, customer focused vision, based upon a Resident Centered Model of care.
• Model a strong belief in mission, vision, and purpose.
• Articulate clearly, in words and behavior, the Sunrise Shared Values, Principles of Service, the Sunrise Team Credo and the Leaders Serve Hallmarks.

• Build, motivate, and guide a cohesive team to complete team goals using appropriate methods and a flexible interpersonal style.
• Provide clear direction and structure for the team in order to support their success.
• Manage the talent selection process effectively by utilizing Sunrise best practices and resources.
• Embrace workforce diversity.
• Establish stretch but realistic team goals and motivates the team to work together to achieve them.
• Share important and relevant information with the team.
• Ensure consistent and timely orientation and ongoing training is delivered to team members.
• Focus on building team engagement by providing team building opportunities, addressing team member concerns, and guiding the team in conflict resolution.
• Promote the Employee Assistance Program (EAP) as a resource for team members.
• Research and resolve Hotline Call Reports timely and effectively.

• Provide feedback, instruction, and development guidance to help others excel in their current or future job responsibilities and plans and support the development of individual skills and abilities.
• Convey performance expectations and provide timely feedback to ensure performance standards are met.
• Hold effective one on one meetings with direct reports.
• Provide feedback and counsel on a continuous basis.
• Support team members' career growth by having regular development-focused conversations.
• Utilize and promote Sunrise's development programs as appropriate to prepare high-potential team members for future roles.
• Build a qualified, internal pipeline for community roles and strive to promote internal team members to key leadership positions.

• Foster a work environment that encourages people to act with integrity and treat each other and their ideas with respect, create and protect a high-trust environment by setting an example, advocate for others in the face of challenges, remove barriers to trust, and reward others for demonstrating behaviors that cultivate trust.
• Demonstrate personal integrity and set an example by being honest, keeping commitments, and behaving consistently.
• Establish and sustain trusting relationships by accurately perceiving and interpreting own and others' emotions.
• Listen and respond with empathy.
• Treat people with dignity, respect, and fairness.
• Create an environment that results in team members sharing positive feedback related to trust on annual engagement surveys.
• Encourage disclosure and facilitate an open exchange of ideas.
• Advocate for both team members and residents.
• Provide frequent and consistent communication with team, residents, and the community.

• Drive organizational and cultural changes needed to achieve strategic objectives, catalyze new approaches to improve results by transforming organizational culture, systems, or products/services, and help others overcome resistance to change.
• Identify change opportunities that lead to improved customer service, efficiencies, cost reduction, and team member engagement.
• Create momentum by explaining the purpose of change, taking action, and encouraging others to take action to improve organizational culture, processes, or products/services.
• Facilitate transition for team members by helping them overcome resistance, seeking their ideas and feedback, and demonstrating sensitivity to concerns.

• Ensure that the internal or external customer's perspective is a driving force behind strategic priorities, business decisions, organizational processes, and individual activities, craft and implement service practices that meet customers' and own organization's needs, and promote and operationalize customer service as a value.
• Achieve outstanding customer engagement and team member engagement survey results, realizing that this is key to achieving customer engagement.
• Lead the development and regular review of the engagement improvement plan.
• Resolve customer concerns effectively through consistent use of the problem resolution program.
• Hold consistent and effective Resident Council meetings.
• Achieve customer referrals on a regular, recurring basis and strive to be above the company average.
• Ensure that the leadership team interacts with residents.
• Maintain a commitment to say \"YES\" and the courage to say \"NO\" only when absolutely needed.
• Strive for minimal loss of residents to competitors, with a declining trend that is below company average.

• Strive for excellent quality care and service delivery and institute and ensure corrective action in a timely manner.
• Review customer and secret shopper surveys and act accordingly by instituting appropriate corrective actions in a timely manner.
• Develop a thorough working knowledge of state/provincial regulations and Sunrise policies and procedures dictated for residents and ensures compliance.
• Act as the Community Privacy Representative.
• Ensure all resident administrative files are well maintained, current, and in compliance with state/provincial regulations.
• Follow up on issues identified in the regional team site visit report.
• Follow up on mock survey process.
• Ensure community is in compliance with national/provincial regulations pertaining to occupational health and safety.
• Provide leadership and promotion of the Sunrise Safety and Risk Management policies.
• Review all incident reports and ensures corrective actions are in place in a timely manner.
• Practice safety procedures at all times including Personal Protective Equipment (PPE), fire extinguishers, Safety Data Sheets (SDS), and Lockout Tagout procedures.

• Maintain monthly proactive communication with resident's family members or responsible parties via calls, care plan meetings, letters from the Executive Director, etc.
• Oversee the planning of an in-house family event monthly.
• Encourage family involvement via Volunteer Programs.
• Make self available to residents and their families.
• Ensure implementation and maintenance of a family support program.
• Ensure Family Service Meetings are happening regularly according to Sunrise policy.
• Ensure Sunrise Wellness and Resident Care systems are implemented and followed.

• Demonstrate the ability to identify and build relationships within the local area that drives business into the community, as well as effectively price the product, thereby maximizing top-line revenue growth and achieving

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

The Director, Wealth Strategist (DWS) is a member of the wealth strategy team and will work independently with Cresset clients and advisors as well as supporting senior wealth strategists. The DWS will also serve as an internal resource for advisors and collaborate on substantive issues with teammates. The DWS will work to support families as a subject area expert in basic estate planning, wealth transfer planning, philanthropy, and trust and fiduciary advisory. The DWS will be primarily responsible for reviewing and summarizing existing documents, providing observations for amendments or opportunities for additional advanced planning opportunities, running tax projections, modeling advanced planning techniques and providing ongoing advice regarding the administration of family structures.

Candidates must have experience in advanced estate planning including wealth planning/coordination, family risk management, and trust administration. The DWS will be part of a multidisciplinary team and must be a cultural fit in a collaborative, collegial team environment that is focused on impeccable client service delivery. It will be crucial to develop insight and understand the needs and dynamics of the families we serve.

The DWS will be a member of a national advisory team that provides, among others, open architecture investment management including direct private investments, financial management, and other complex services depending on the needs of the family such as family dynamics and family history. The compensation includes highly competitive cash compensation as well as equity.

Qualifications

• Juris Doctor degree and five or more years of trust and estate experience required, preferably in a law firm environment, another financial institution, or trust company
• Familiarity with wealth transfer planning, trust administration, fiduciary knowledge, experience within context of HNW/UHNW clients; tax knowledge highly preferred; family business experience in planning or consulting preferred
• Exhibit high degree of initiative with excellent analytical, technical, and critical-thinking skills requiring an aptitude for detail, precision, and logic in order to analyze and research probate trust/estate data, process information, and perform essential duties
• Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting in order to interpret source documents and prepare concise, client-friendly materials
• Ability to perform mathematical calculations and apply mathematical concepts when computing, running estate tax projections and verifying numerical data on balance sheets and gift and estate tax returns
• Positive attitude and willingness to learn and grow
• Exhibits a probing mind, ability to manage multiple priorities simultaneously while maintaining attention to detail
• Establishes and maintains effective working relationships with peers and strategic partners
• Must be articulate, organized, and attentive to instructions and deadlines
• Self-starter with the ability to juggle several deadlines, and high personal accountability
• Approaches problems with a sense of urgency, creativity, and tenacity
• The ability to operate in a dynamic and fast-paced environment is essential
• Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
• Proficient in the use of Microsoft Office programs including Word, Excel, PowerPoint, Outlook and Visio, and other office software and technology
• Collaborative and able to work effectively in a team environment as a participant or leader
• Versatile, flexible, and a willingness to work within constantly changing priorities

What We Offer

Cresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.