Director - Executive and Family Office

Pineville, LA

Full-time

Key responsibilities

Crest Advisory Board

Own the CAB annual calendar and operating rhythm
Develop agendas and coordinate pre-reads, presentations, and meeting materials
Ensure decisions, commitments, and follow-up actions are documented and completed
Serve as the primary point of coordination for CAB members and related activities

Family Office & Investments

Coordinate family office priorities, investments, entities, and key relationships
Maintain visibility into investment activity, performance, opportunities, and outstanding decisions
Coordinate with financial advisors, attorneys, accountants, investment partners, and other external professionals
Organize information and analysis to support sound investment and ownership decisions
Ensure important records, commitments, and documentation are maintained

CEO & Ownership Priorities

Serve as a trusted partner on confidential and ownership-related matters
Coordinate special projects and priorities that span Crest, the family office, and other interests
Prepare briefing materials and organize information needed for key decisions
Anticipate needs, identify gaps, and ensure consistent follow-through
Preserve institutional knowledge and continuity across ownership and governance matters

Success Measures

CAB meetings are strategic, well-prepared, and result in clear decisions and follow-through
Family office and investment priorities are organized, visible, and proactively managed
The CEO has timely, decision-useful information on investments and ownership matters
External advisors and key relationships are effectively coordinated
Commitments are tracked and completed without requiring CEO intervention
Sensitive matters are handled with exceptional judgment and discretion

Qualifications

Significant experience working with senior executives, family offices, investments, governance, business operations, or related areas
Strong business and financial acumen with the ability to understand investments and complex ownership matters
Exceptional organizational, communication, and relationship-management skills
High degree of discretion, integrity, and sound judgment
Proactive, resourceful, and comfortable operating independently in ambiguous situations
Strong follow-through with the ability to manage multiple priorities and stakeholders
Low ego, high ownership, and a service-oriented mindset

Equal Opportunity Employer

Crest Operations is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information.

Crest Operations is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request information regarding reasonable accommodation, contact your Human Resource Business Partner.

Crest Operations will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)