What sets us apart is our fully integrated, in-house model – combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.
We don’t refer out critical components of a client’s financial life. We bring them together under one fiduciary standard – the Family Office.
Role Overview
We’re seeking a Co-Director of Finance to join our leadership team. In this role, you’ll work alongside the existing Director of Finance to co-lead the department, split key responsibilities, and collaboratively drive the financial strategy, planning, and operations that support our mission: helping clients secure and grow their financial future.
This is a unique opportunity for a dynamic financial professional to step into a high-impact leadership role with shared ownership of strategic initiatives, operational excellence, and system-wide improvements across a fast-paced, service-driven organization.
Duties And Responsibilities
Qualifications
Benefits
