Director of Global & Strategic Planning

Dalio Family Office

Position Summary:

Reporting to the Head of Global & Strategic Planning, the Director of Global & Strategic Planning (GSP) extends the Pillar's capacity and continuity across a growing global footprint by supporting enterprise integration, cross-border planning coordination, strategic risk identification, and initiative oversight. This role helps ensure the Dalio Family Office operates with a coherent, risk-aware, and integrated global approach. The purpose of the role is to help the Head of GSP deliver on the Pillar's mandate by maintaining enterprise-wide structural coherence, surfacing second- and third-order consequences of global activities, reducing fragmentation and downstream re-work through intentional sequencing and governance, and overseeing coordination of key cross-Pillar initiatives and new constructs. Success in the role means GSP's advice is clear, decision-useful, and globally coherent across U.S. and non-U.S. dimensions; cross-Pillar initiatives progress with tight alignment, fewer surprises, and minimal re-work; and the Head of GSP gains leverage to focus more on senior advisory judgment and external relationship interfaces while the Deputy ensures continuity and follow-through.

Day-to-day responsibilities would include a combination of the following:

Global Enterprise Integration Advisory

• Support the Pillar Head in advising how global investments, entities, philanthropy, trusts, and operating activities should be structured, coordinated, sequenced, and governed across jurisdictions.
• Provide an integrated view that treats "global" as inclusive of the U.S. (i.e., a multilateral, multidimensional lens).
• Synthesize inputs from internal stakeholders and external advisors into coherent, decision-ready recommendations for leadership forums.
• Support workstreams involving cross-border family matters (e.g., residency, citizenship, mobility) by preparing analyses, framing choices, and sequencing decisions.

Cross Pillar Project & Initiative Oversight (Primary Day to Day Lead)

• Serve as the day-to-day GSP lead for complex cross Pillar initiatives (e.g., trust migration, investment taxation initiatives, global structural projects), ensuring they are coordinated and aligned with enterprise goals.
• Build and maintain initiative charters: objectives, scope, stakeholders, sequencing, dependencies, risks, decision points, and escalation paths.
• Ensure initiatives produce the intended enterprise outcome without turning GSP into an operational execution team.

Global Family & Structural Planning Support

• Coordinate across internal and external advisors to ensure family decisions are integrated with U.S. and non-U.S. legal/tax considerations, remaining focused on planning outcomes rather than routine execution.

Strategic Risk & "Case of First Impression" Judgment Support

• Apply a global risk lens across enterprise activities with varied structures and counterparties-legal, tax, regulatory, reputational, and counterparty risk.
• Identify second- and third-order implications, tradeoffs, and downstream impacts-especially in "case of first impression" activities.
• Maintain a pragmatic risk register for strategic initiatives and escalation items (owned by Deputy; reviewed with Head).

Senior Stakeholder & Advisor Interface

• Represent the Pillar in key working sessions with external advisors (legal, tax, fiduciary, financial) and internal leaders, ensuring alignment with enterprise strategy and governance.
• Provide continuity and institutional context across multi-year projects and advisor rotations.
• Oversee coordination and integration of new initiatives/constructs that require cross Pillar alignment and governance.
• Additional duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• Exceptional integrator: synthesizes fragmented inputs into a coherent plan and sequencing.
• High-discretion, high-judgment operator suitable for sensitive family matters and multi-stakeholder environments.
• Strong writing and briefing ability; comfortable presenting options and tradeoffs to senior decision-makers.

Illustrative Benefits:

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

Qualifications:

• Bachelor's degree from accredited university, post graduate study such as a JD or MBA preferred
• Minimum of twelve (12) years in a blend of: single family office / UHNW advisory, complex cross border structuring, institutional investing platform strategy, top-tier consulting (FS/private capital), or global enterprise planning roles.
• Demonstrated ability to operate across tax/legal/regulatory/reputational dimensions without being the functional executor.
• Ability to travel internationally up to 50% of the time

Compensation:

Compensation for the role includes a competitive salary in the range from $400,000 -$500,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.

Please note we are unable to provide immigration sponsorship for this position.