Our client, a private equity CEO based in Fairfield County, CT, is seeking a highly capable and financially minded Managing Director to oversee and optimize his personal financial ecosystem. This individual will operate as a trusted right hand, managing liquidity, financial infrastructure, household financial operations, and day-to-day financial administration with a focus on clarity, efficiency, and execution.
This role is best suited for someone who thrives in a lean, entrepreneurial environment and can seamlessly move between high-level financial strategy and hands-on execution. The ideal candidate is polished, proactive, self-directed, tech-savvy, and highly discreet. This is a unique opportunity offering significant long-term upside and the ability to grow alongside the principal as his personal office and infrastructure continue to evolve.
Key Responsibilities
- Maintain a real-time view of all assets, including public markets, private investments, real estate, and cash
- Oversee liquidity planning, including capital calls, distributions, and cash deployment
- Manage banking relationships, account structures, and cash flow across entities
- Execute wires, oversee bill pay, and ensure operational accuracy and efficiency
- Serve as the central point of contact for tax, legal, and financial advisors
- Prepare concise financial summaries, reporting, and ad hoc analyses
- Oversee financial operations across multiple properties, including transactions and vendor management
- Manage household financial operations, including payroll, budgets, and service providers
- Build and improve systems to enhance financial visibility, organization, and efficiency
Qualifications
- 7+ years of relevant experience
- Bachelor’s degree in Finance or Accounting preferred
- Background in family office, private wealth, personal CFO, Chief of Staff, private banking, or similar environments
- Experience directly supporting UHNW individuals, founders, or executives highly preferred
- Strong understanding of liquidity management and financial structures
- Experience with real estate and/or household operations preferred
- Highly organized, detail-oriented, proactive, and solutions-oriented
- Tech-forward mindset with comfort leveraging AI and technology tools to improve efficiency
- Strong judgment, discretion, and communication skills
Schedule: Hybrid; periodic in-person availability required
Compensation: Approximately $250,000 total compensation, dependent on experience
Skills Required
- 7+ years of relevant experience
- Bachelor's degree in Finance or Accounting
- Strong understanding of liquidity management and financial structures
- Experience directly supporting UHNW individuals
- Highly organized, detail-oriented, proactive, and solutions-oriented
- Strong judgment, discretion, and communication skills
What We Do
The Calendar Group is a full-service staffing firm established in 2002, specializing in recruiting experienced support staff for high net worth individuals, family offices, busy executives, and their companies. They provide staffing solutions for both home and office environments.
