Job Application for Director of Pillar Initiatives - Estate & Tax Planning at Dalio Family Office

Director of Pillar Initiatives – Estate & Tax Planning

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi.

Position Summary:

The Director of Pillar Initiatives will assist the Head of Estate & Tax Planning at the Dalio Family Office, managing budgets, timelines, projects, and facilitating shared goals. As the pillar’s business manager, the director, will be responsible for acting as immediate leverage for the pillar head regarding matters that impact the pillars trajectory and success. The Director of Pillar Projects will need to demonstrate sound logic, problem solving, and decision-making capabilities as they work with the Pillar Head in developing enhancements to the department’s overall goals and managing projects

Day-to-day responsibilities would include a combination of the following:

Managing multiple Tax and Estate Planning projects by overseeing and driving project plan, timing, budget, and deliverables; synthesizing project status; and creating and updating project reporting. The nature of these projects will require close communication with internal and external attorneys and accountants.

Partnering with the Pillar Head to identify and solve for gaps in workflow management, routine and special projects

Supporting the pillar by managing its operations, which includes helping determine and track priorities, reporting out to management, running pillar processes for planning projects, and managing budgets.

Holding senior and junior stakeholders accountable to their roles and responsibilities.

Identifying, resolving, and/or escalating issues, risks, dependencies, and decisions.

Ensuring projects are run in accordance with traditional project management best practices and methodologies.

Drive effective communication throughout the organization regarding the activities of the pillar

Reporting and executing on key performance indicators cross-functionally and to leadership

Apply for this role if you have:

Goal orientation with the ability to navigate the levels of thinking, and practically distill a broad scope of information to visualize and design actionable plans.

A track record of delivering projects on time, within scope

Experience managing and supporting departmental budgets and timelines

Experience in risk management, including identifying, assessing, and mitigating project risks

Adept at juggling competing and time sensitive priorities in a way that doesn’t sacrifice results

Proactive and able to self-direct in owning responsibilities and driving those to completion and communicating expectations effectively.

Experience with routinely interfacing with senior management and delivering a concise synthesis in order to facilitate business decisions.

Comfortable operating in space with higher degrees of ambiguity and/or complexity with the agility to adjust and adapt to the circumstances at hand

Ability to manage project documentation and ensure compliance with organizational standards

Logical; able to identify and productively surface problems and paths to resolution

Ability to hold people accountable, maintaining a strong emotional intelligence

Illustrative Benefits:

100% company paid medical premiums

17 company paid holidays

Friday summer hours

Monthly community happy hours

Hybrid work environment

Free catered food services for in-office days

Generous PTO offering

Casual dress code

150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)

Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Qualifications:

8+ years of project management experience, including successful completion of multiple medium/large projects concurrently

Previous experience with project management software likeMonday.com, or Asana

Proficiency in project management methodologies such as Agile, Scrum, or Waterfall.

Project Management Certification such as Six Sigma Green Belt or Certified Project Management Professional (PMP) highly preferred

Compensation:

Compensation for the role includes a competitive salary in the range from $200,000 -$275,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k. 

Please note we are unable to provide immigration sponsorship for this position.

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.

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Director of Pillar Initiatives - Estate & Tax Planning

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