Come join our team at Crest Operations!

The Director of Executive & Family Office serves as a trusted partner to the CEO, providing leadership and coordination across the Crest Advisory Board (CAB), family office, investments, and other ownership-related priorities.

This role brings structure, visibility, and disciplined follow-through to matters requiring the CEO's attention while protecting his capacity for the highest-value work. The position requires exceptional judgment, discretion, organization, and the ability to manage complex relationships and priorities with a high degree of independence.

 

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/Protected Veterans/Individuals with Disabilities

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)

Part of the CREST INDUSTRIES family of companies.