Director of Pillar Initiatives - Estate & Tax Planning

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 

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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 comp