Director Operations & Technology (Family Office)

We are seeking a highly capable, hands-on, tech savvy Family Office Director of Operations & Technology to join a sophisticated single-family office serving three generations. The family is widely recognized for its philanthropic leadership, civic engagement, and long-standing commitment to the public good.This is a high-impact, trusted role with broad visibility across a complex financial and legal ecosystem, including trusts, partnerships, operating companies, and investment entities. Positioned at the center of the organization, you will partner closely with leadership while driving operational excellence, technology oversight, and enterprise-wide document governance.The office operates with a lean, highly collaborative team of professionals, working in partnership with a team of external vendors and advisors. This role is designed for someone who thrives in a high-ownership environment—building and refining systems, translating leadership priorities into practical execution, and managing external vendors - while executing day-to-day operations.This is a full-time role based in Greenbrae, CA (San Francisco Bay Area), with flexibility for occasional remote work.Why This RoleExceptional environment: A collegial, respectful workplace grounded in purpose and shared valuesHigh impact & visibility: Direct partnership with leadership across a multi-generational enterpriseBuild & improve: Opportunity to design and implement systems and operations — not just maintain themStrong offering: Competitive compensation and benefitsWhat You’ll DoTechnology Operations (with outsourced IT)Own and oversee all technology operations, systems, and external IT service providersDevelop and manage the annual technology budget, including forecasting and cost optimizationMaintain inventory and lifecycle management of all hardware and software assetsEnsure cybersecurity policies, controls, and best practices are implemented and followedOversee shared drives, workflow tools, and document management systemsSupport implementation of data security and privacy best practicesManage procurement, configuration, deployment, and tracking of all office equipmentProvide responsive, first-line technical support for leadership and staffOffice Operations & Facilities ManagementOversee day-to-day office operations, including facilities, vendors, supplies, and operating budgetManage relationships with landlords, property managers, and key service providersServe as the central point of contact for all office and operational needsCoordinate onboarding and offboarding logistics (workspace setup, systems access, equipment)Lead office buildout, renovation, and space planning initiativeDocument & Information LeadershipDesign and implement a comprehensive records management program across all entities and investmentsEstablish document classification, retention schedules, and lifecycle management policiesBuild and manage a secure, intuitive document portal for family and stakeholdersEnsure accuracy, accessibility, version control, and compliant destruction of recordsAdminister document management platforms and maintain electronic and physical filing systemsTrack execution of signatures, filings, and delivery of critical materialsDevelop and maintain distribution group architecture for communicationsReceive, route, and manage electronic communications and physical mailLegal & Administrative SupportDraft, format, and review legal, financial, and corporate documentsCoordinate execution, notarization, and filing of documentsAssist in preparing and proofing client-facing materialsLiaise across internal teams, family members, and external advisorsGather information and provide timely updates to leadershipSupport calendars, meetings, and communications as neededMaintain strict confidentiality and discretionPeople Operations (optional)Manage end-to-end onboarding and offboarding processes for employees and advisorsMaintain HR records and ensure compliance with internal policiesCoordinate benefits administration, enrollment, and vendor relationshipsSupport development and maintenance of employee handbook and policiesAssist with recruiting coordination and candidate logisticsWhat We’re Looking For8–15+ years of experience in operations, technology, or administration within a family office, investment firm, trust company, legal environment, or similarly complex organizationDemonstrated experience managing external IT vendors, systems, and cybersecurity practices in a hands-on capacityStrong document and records management experience across diverse entity structures (e.g., trusts, partnerships, corporations) and document types, including investment, legal, tax, accounting, and operating recordsExperience overseeing office operations and facilities managementExperience implementing or maintaining document and records management systemsWorking knowledge of HR processes and compliance (preferred but not required)High proficiency in Google Workspace, Microsoft Office, and document management platformsAbility to troubleshoot technology issues and coordinate effectively with external vendorsParalegal or similar training or experience is a plusCore CapabilitiesAbility to operate both strategically and tactically in a lean environmentStrong technical fluency with enterprise systems and document platformsExceptional organizational and project management skillsAttention to detail with a focus on accuracy and follow-throughClear, professional written and verbal communication skillsProactive problem-solving mindset with a strong sense of ownership and accountabilityHigh degree of discretion, judgment, and reliabilityProactive, collaborative, and positive working style