Family Office Operations Manager

Full-Time | India | Remote | Directly Supporting Founder & Family Office

The Role

I am looking for a highly capable, resourceful Family Office Operations Manager to help manage a diverse set of business, investment, financial, property, and family-office priorities.

This is not a traditional Executive Assistant role, and it is not purely a strategy or investment role.

You will work directly with me across multiple areas: investments, real estate, new business ventures, a growing dental platform, banking and financial administration, India-related matters, charitable initiatives, properties, travel, vendors, and selected personal/family projects.

The common thread is simple: things need to get figured out and completed.

I need someone who can take an unclear problem, determine what needs to happen, find the right people or information, present sensible options, and then drive it through completion.

What You Will Work On

Family Office & Financial Operations

You will help coordinate and track matters involving:

Investments and investment opportunities

Banking and financial administration

Account opening, documentation, remittances, and follow-ups

Coordination with accountants, lawyers, bankers, wealth managers, and other advisors

Insurance and important financial documents

Entity and compliance-related matters

Charitable/foundation projects

India and U.S. financial administration

Maintaining organized records of important assets, accounts, entities, contacts, and deadlines

You are not expected to personally provide legal, tax, or investment advice. Your job is to make sure the right experts are involved, questions get answered, decisions are documented, and nothing falls through the cracks.

Investments, Real Estate & New Ventures

Projects may include:

Researching potential investments

First-pass financial analysis and underwriting

Real estate opportunities

Evaluating businesses for acquisition

Building acquisition target lists

Finding brokers, lenders, operators, lawyers, or other specialists

Comparing financing alternatives

Researching new business ideas

Preparing concise decision memos

Tracking deals from initial idea through decision and execution

Strong financial skills are helpful, but intellectual curiosity and the ability to learn quickly matter more.

DSO & Business Projects

I am building several businesses and initiatives, including a dental platform.

Projects could include:

Dental practice acquisition research

DSO/MSO development

Market research

Competitive research

Financial modeling

Recruiting executives or operators

Finding acquisition targets

Coordinating diligence

Working with outside advisors

Following up on important business initiatives

You will not be responsible for running the day-to-day operations of my existing companies. This role sits primarily on the owner/family-office side.

Personal & Family Operations

This is an explicit part of the position.

Projects may include:

Managing projects related to family properties

Coordinating contractors, interior designers, vendors, or property managers

Major purchases and vendor comparisons

Travel research and coordination

Handling documentation and administrative matters

Coordinating family-related projects

Solving unusual one-off problems

These are not “side tasks.” They are part of managing a family office.

If you are interested only in corporate strategy and consider personal or administrative execution beneath you, this role will not be a good fit.

Project Management & Follow-Through

One of your most important responsibilities will be creating order around many simultaneous projects.

You will maintain a simple Family Office Control Center showing:

Active projects

Next action

Owner

Deadline

Current status

Blockers

Decisions required from me

I should not have to repeatedly ask:

“Whatever happened with that?”

You should already know.

How We Will Work Together

I operate quickly and often have many projects moving simultaneously.

Sometimes I will give you a well-defined assignment.

Other times I may simply say:

“Figure out how we can accomplish this.”

You should be comfortable turning that into a structured project.

I do not want lengthy reports unless they are necessary. I prefer:

Problem → Options → Recommendation → Cost → Next Step

When something can be handled without me, handle it.

When you need a decision from me, make the decision easy.

Working Hours

This role is based in India and is not a U.S. night-shift position.

Most work can be completed during reasonable India working hours.

However, because you will work directly with me in the United States, some overlap is necessary.

You should be comfortable with:

Flexible working hours

Occasional evening calls

Being available up to approximately 1:00 AM IST when necessary for important discussions or urgent matters

This does not mean working until 1:00 AM every day.

The role is primarily outcome-driven rather than clock-driven. I care much more about ownership, responsiveness, and execution than watching someone sit online for eight particular hours.

Who I Am Looking For

You will probably be unusually good at this job if you:

Are extremely organized

Follow through relentlessly

Write and communicate clearly

Are comfortable speaking with senior professionals

Can research unfamiliar subjects quickly

Understand basic financial statements and Excel

Can compare alternatives logically

Know when to research something yourself and when to find an expert

Are comfortable managing several unrelated projects simultaneously

Don’t need detailed instructions for every task

Are willing to pick up the phone and solve problems

Can respectfully challenge an idea when the facts don’t support it

Protect confidential information

Have excellent judgment

Experience in family offices, investment banking, consulting, PE/VC, founder’s offices, real estate, finance, or high-level operations is useful but not mandatory.

Exceptional execution ability matters more than pedigree.

What This Role Is NOT

This is not:

A traditional personal assistant position

Pure investment banking

Pure private equity

Pure corporate strategy

A research-only job

A job where someone gives you a checklist every morning

It is a hybrid Family Office + Investments + Special Projects + Personal Operations role.

Some days you may analyze an acquisition.

Another day you may resolve an India banking issue.

The next day you may coordinate a property project, evaluate an investment, find a specialist, or help plan a new business.

That variety is the job.

What Success Looks Like

After 90 days:

I have one reliable place to see every important family-office project.

Important deadlines aren’t being missed.

Projects continue moving without me constantly following up.

Advisors and vendors receive timely responses.

Research comes back with conclusions rather than piles of information.

Problems reach me with proposed solutions.

My involvement shifts increasingly toward decisions rather than administration.

Ultimately, I am looking for someone who becomes the person I can say:

“Please own this.”

And then stop worrying about it.

Application

Please send:

Your résumé or LinkedIn profile.

A short introduction explaining why this unusual role interests you.

One example of a complicated project you personally drove from ambiguity to completion.

Your current and expected compensation.

Your current location in India.

Your notice period / earliest possible start date.

Whether you are comfortable occasionally being available until approximately 1:00 AM IST.