[Hiring] Director, Family Office @Rex

Role Description

Rex is seeking a Director, Family Office to own the capital, credit, and tax infrastructure behind Peter Rex personally and the businesses he backs. This role exists to take that entire function off senior leadership's plate, starting with PE deal-making and portfolio needs and expanding across every Rex vertical over time.

• Own and manage capital and credit relationships with banks, creditors, and financial institutions that back Rex's active deal flow.
• Structure and negotiate credit facilities and asset-backed financing directly with lenders and institutional counterparties.
• Own tax strategy end to end for Peter Rex personally and the businesses he backs, from routine filings to complex structuring questions.
• Determine when a tax, credit, or structuring question can be resolved in-house versus when it requires outside expertise.
• Build and maintain working knowledge of trusts, estates, and personal wealth structures relevant to the family office.
• Track and reduce reliance on outside advisory spend by building internal capability year over year.
• Partner with the PE deal-making team to support capital and credit needs across acquisitions, refinances, and portfolio-level transactions.
• Maintain meticulous, audit-ready documentation across all credit, tax, and structuring work.
• Serve as a discreet, trusted advisor to the Director of Investments and Peter Rex on personal and business-adjacent financial matters.
• Expand the family office function's scope methodically across additional Rex verticals as the role matures.
• Exercise independent judgment to push back on outside bankers, CPAs, brokers, or counsel when their guidance doesn't serve the best outcome for the family office.

Qualifications

• 5 to 10 years of experience in a sophisticated UHNW, family office, private bank, or comparable environment.
• Real, hands-on tax expertise across a range of complexity.
• Broad exposure across asset classes, including real estate, credit, and operating business structures.
• Familiarity with trusts and estates.
• Demonstrated ability to negotiate directly with banks, creditors, and financial institutions.
• Strong judgment on when to solve a problem in-house versus escalate to outside counsel, a CPA, a banker, or a broker.
• Comfortable rolling up their sleeves and doing the brunt of technical work personally, while knowing when to delegate.
• Absolute discretion and proven personal financial discipline.
• Genuinely humble operator focused on the best outcome for the family office.
• Meticulous, proactive, with excellent follow-through on multi-threaded, long-cycle work.
• Missionary mindset with full alignment to Rex's mission.

Requirements

• Must execute a comprehensive confidentiality and non-disclosure agreement given direct access to Peter Rex's personal financial information.
• Must be fully remote.

Benefits

• Base Salary: Commensurate with experience and market standards.
• Opportunity for performance-based bonus and/or equity in deals and funds.
• Comprehensive health, dental, and vision insurance.
• 401(k) with company matching.
• Fully remote work environment.