Build. Lead. Transform.

Thisisn’tconsulting.It’sstewardship — of relationships, wealth, and purpose — andit’sabout building something bigger than yourself.

As a Captain,you'll launch a high-impact fractional family office practice operating as the de facto CFO for 12–15 entrepreneurial families — owning their cash flow, entity strategy, tax planning, and financial decision-making, then scaling to lead a mini-business inside Ark. You’ll support associates, mentor Captains, and help builda client base of 40+ families — driving transformational outcomes for entrepreneurs around the world.

This is entrepreneurs serving entrepreneurs — with no ceiling on your impact or your earnings.

Ifyou’reready to work alongside Ark’s executive-driven team, lead from the front, and build something that lasts,you’rein the right place.

About Ark Financial

At Ark, we believe every entrepreneurial family deserves more than transactions — they deserve transformation.That’swhy we built the Family Office Operating System (FOOS), and why we place Captains — not just as planners, but as leaders — at the center of it.

Your Scoreboard (What You’re Responsible For):

Build a portfolioto12–15 high-complexity entrepreneurial family relationships.

Deliver technical execution across estate and succession planning, income and estate tax strategies, risk management analysis, investment coordination, and long-term net worth growth.

Lead monthly Family Office Rhythm meetings (focused on cash flow, net worth updates, initiative tracking, and goal alignment).

Coordinate and align all external advisors (tax, legal, insurance, investment) toward unified family outcomes.

Drive FOOS implementation with clarity, speed, and spiritual integrity.

Scale into leadership: mentor associate Captains and help build a team managing 40+ families.

Bring CFO-level leadership to complex client cash flow, entity strategy, and financial decision-makingbyyourfirst90 days.

What Makes This Role Different

This is the most intimate and mission-critical role Ark offers. Captains walk with families through their most vulnerable decisions — wealth transfer, conflict, legacy, and identity. You will not be a task manager. You will be their guide.

Captainsleadwith truth and love. They hold space when a family feels unclear and speak boldly when clarity is needed. They coordinate deeply technical planning — but they never forget the real mission: to align every financial decision with the family’s vision and purpose.

Youwon’tdo this alone.You’llcollaborate with Ark Strategists, fellow Captains, and our trusted advisor network — all working toward helping families live with ever greater Protection, Peace, and Purpose.

What It Feels Like to WorkWithYou

You bring peace into the room.

You listen deeply, speak with intentionality, and lead without ego.

Your presence is calm, grounded, and quietly authoritative.

You’retechnically sharp — fluent in complex planning topics (estate, tax, risk, investment) and able to translate them with clarity and humility.

What Makes You a Fit

Proven CFO, COO, or equivalent operating experience inside a family office, multi-family office, or directly for high-net-worth entrepreneurial families

Hands-on tax planning experience for individuals, families, or closely held businesses — including estate and income tax strategy, entity structuring,trustand charitable planning, and tax-loss / QSBS work. Corporate tax compliance alone does not qualify.

Demonstrated FP&A leadership — cash flow forecasting, budgeting, financial modeling, and scenario planning across complex multi-entity structures

Fluency in estate structures (wills, trusts, charitable strategies), risk management, and investment strategy basics

Track recordmanaging multiple HNW client or family relationships simultaneously

Why This Role Is Hard

You must blend technical mastery, relational presence, and entrepreneurial rigor.

You’llbuild and steward 12–15families atfirst — whichdemandssystems, prioritization, and stamina.

You’llscale to lead a 40+ family "book" and support the development of other Captains and associates.

You must lead entrepreneurial clients as peers — with strength, care, and stewardship.

The FOOS Life — For You Too

Our best Captainsdon’tjust deliver FOOS. Theyliveit.

Their own cash flow is clear. Their legal and financial affairs are in order. Their family vision is alive and reviewed monthly. They embody the same intentionality they call others to.

Details

Location: Remote (Nashville, TN preferred). Ark Financial is based in Austin, TX.

Role Type: 1099 contractor (not W-2)

Compensation: Uncapped revenue share model

Draw Option: $100K/year recoverable draw available

No-Draw Option: Higher revenue share (~$60K+additionalupside in the first two years)

On-Target Earnings (OTE):

Year 1: $100K–$130K (build and ramp phase)

Year 2: $180K–$235K (established portfolio)

Year 3+: $330K+ (fullyoptimized12–15 family book)

Long-Term Growth:

Captains who scale a 40+ family mini-business can exceed $700K+ annually on the high-growth track (typically by Year 5+).

Start Date: ASAP

What to Do Next

This role is for learners. Builders. Leaders who want to stretch and grow while helping families do the same.

You’llsee marriages strengthened. Wealth aligned with purpose. Legacy that’s more than just assets —it’sstewardship in action.

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