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Chief Investment Officer / Chief Operating Officer – Family Office
Job Description
Chief Investment Officer / Chief Operating Officer – Family Office | Total Package of $200k-$400k Based on Capabilities of Applicant
Location: Tampa, FL | In-Office
Are you the right resource to lead the strategic growth and vision of an already flourishing family office? Can your leadership and collaboration with a high-performing team continue to shape the future of a sophisticated, multi-entity business? This opportunity is designed for a dynamic individual who is equally as comfortable building and nurturing relationships with existing stakeholders and prospects, as they are analyzing and evaluating existing operations. You’ll lead initiatives that balance proven strategies with new, innovative approaches, ensuring capital is deployed intelligently and returns are maximized. With a strong emphasis on real estate, as well as private credit and private equity, this position offers the chance to influence high-level decisions, as well as source & execute complex deals. It’s a role for someone who understands the art of negotiation, the science of financial analysis, and the power of relationships. If you’re ready to make an impact in an environment that values agility, integrity, and forward-thinking leadership, this is your moment. Join a team where ambition meets opportunity. Successful completion of background (including credit), drug, and reference checks required!
Responsibilities:
- Drive overall strategic vision for the investment portfolio
- Originate and structure new deals across real estate, private credit, and private equity
- Underwrite and model investment opportunities with precision
- Manage full deal lifecycle: due diligence, market research, legal review
- Oversee asset management and financial performance of existing portfolio
- Lead capital formation and investor relations initiatives
- Prospect and maintain relationships with investors and strategic partners
- Actively network and source new deal opportunities
- Manage cash flow forecasts, budgeting, and investment allocations
- Conduct annual business reviews and advise on buy/sell timelines
- Collaborate on estate and succession planning with family members and advisors
- Ensure compliance, ethical standards, and stakeholder alignment across all activities
- Lead and develop a high-performing team, leveraging diverse backgrounds, perspectives and knowledge
Requirements:
- Bachelor’s degree in Accounting, Finance or related field; MBA preferred
- 7+ years of experience in private equity, real estate, banking, or similar sectors
- Proven expertise in deal origination, underwriting, and asset management
- Strong understanding of capital formation and investor relations
- Exceptional negotiation and contract management skills
- Ability to manage complex stakeholder relationships
- Advanced financial modeling and analytical capabilities
- Strategic thinker with a track record of driving growth
- Comfortable operating in a fast-paced, dynamic environment
- Outstanding interpersonal skills and professional presence
- Existing industry relationships that can be leveraged for growth
- High integrity and ethical approach to business
Why You’ll Love Working Here:
- You’ll join a close-knit executive team that values collaboration, mutual respect, and open dialogue.
- Culture is positive, professional, and built on trust—where great ideas are encouraged and innovation is rewarded.
- Rare chance to influence the trajectory of a growing investment platform while enjoying the stability and flexibility of a family office environment.
Additional Information
Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.
From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.
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