Director of Financial Operations - Multi-Family Office

Goldrock is an established and growing multi-family office servicing an expanding base of clients from Israel and around the world.

We are seeking an experienced and dynamic professional to join our multi-family office as Director of Financial Operations. The key strategic position combines overall responsibility for the financial control of the firm’s clients, management of the finance team, oversight of the firm’s core IT systems and strategic vision to manage the finance group’s growth and continual improvement in systems, people, processes and service delivery. The ideal candidate will bring a blend of financial acumen, operational expertise, and interpersonal skills to effectively support the complex needs of multiple high-net-worth families. Reporting to the firm’s CEO, this position offers an opportunity to work in a positive and supportive work environment where excellence is the standard.

Financial Management

Goldrock is responsible for controlling the day-to-day investment operations of its clients, providing them with portfolio transparency and supporting tax compliance and lifecycle events. Key responsibilities:

· Maintain a clear understanding of all clients, their assets and accounts

· Provide timely and accurate reporting to the front office team and to clients

· Ensure the careful implementation of investment processes, transaction processes, completion of subscription documentation, capital calls and payments

· Provide comprehensive information to client accountants around the world

· Implement and manage tax efficient and charitable structures

· Support client lifecycle events such as change of tax jurisdiction and generational asset transfers

Team Management

Goldrock has a team of Back Office Specialists who control client data, complete subscription documentation, create and process funds transfers and gather documentation for accountants.

Key responsibilities:

· Manage, motivate and guide the team of Back Office Specialists

· Recruit, training and develop new team members

· Foster a culture of excellence and continuous improvement

IT Systems Oversight

· Manage relationships with software and IT service providers

· Ensure implementation of robust cybersecurity protections and policies

· Drive technological innovation to enhance operational efficiency

Stakeholder Management

· Build and maintain strong relationships with client family members, understanding their unique needs and preferences

· Serve as a trusted source of clear information for clients and team members

· Act as a liaison between clients and advisors

Strategic Initiatives

· Support firm growth through process optimization and systems implementation

· Develop and implement firm-wide AI strategy

· Identify and lead other strategic initiatives to enhance efficiency and service delivery

Qualifications and Experience

· Minimum of 8 years of experience in senior financial roles, preferably in family office or private wealth management

· Sound understanding of liquid and alternative investment strategies and tax planning

· Understanding of global financial markets and regulatory environments

· Experience in team management

· Previous responsibility over IT systems and strategy

· Success record of implementing IT solutions to drive efficiencies and reduce manual inputs

· Preferred – Advanced degree in Finance, Accounting, or related field

· Preferred – Professional qualifications such as CFA, CPA, or equivalent

Skills and Attributes

· Team player

· Strong leadership and team management skills

· Excellent oral and written communication and interpersonal skills, with the ability to build trust with high-net-worth individuals

· Highest level of discretion, integrity, responsibility, accountability and ethical standards

· Adaptability and ability to manage multiple complex projects simultaneously

· Tech savvy – a quick learner

· Pragmatic approach while being detail-oriented and hands-on

· Completely fluent in both English and Hebrew – oral and written

· A good negotiator

Additional Requirements

· Ability to work flexible hours to accommodate different time zones and client family needs

This role is performed in office with the possibility, over time, for 1 day a week work from home. The Goldrock offices are in Modiin.