Build. Lead. Transform.
This isn't consulting. It's stewardship - of relationships, wealth, and purpose - and it's about 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 build a 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.
If you're ready to work alongside Ark's executive-driven team, lead from the front, and build something that lasts, you're in the right place.
About Ark Financial
At Ark, we believe every entrepreneurial family deserves more than transactions - they deserve transformation. That's why 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 portfolio to 12-15 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-making by your first 90 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.
Captains lead with 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.
You won't do this alone. You'll collaborate 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 Work With You
- 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're technically 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, trust and 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 record managing multiple HNW client or family relationships simultaneously
Why This Role Is Hard
- You must blend technical mastery, relational presence, and entrepreneurial rigor.
- You'll build and steward 12-15 families at first - which demands systems, prioritization, and stamina.
- You'll scale 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 Captains don't just deliver FOOS. They live it.
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+ additional upside 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+ (fully optimized 12-15 family book)
- Captains who scale a 40+ family mini-business can exceed $700K+ annually on the high-growth track (typically by Year 5+).
What to Do Next
This role is for learners. Builders. Leaders who want to stretch and grow while helping families do the same.
You'll see marriages strengthened. Wealth aligned with purpose. Legacy that's more than just assets - it's stewardship in action.
If you've built something that matters and want to help families do the same - send your resume and a short note on why this role is calling your name.
We move fast. Let's talk.
