Senior Manager, Family Office - Wealth & Investment Strategy

Overview

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.

Our National Family Office service team is growing, and we are looking to hire a Senior Manager to help deliver high-touch service to our multi-family office clients. 
 
The successful candidate will act as a wealth and investment consulting expert to Ultra high net worth clients and their families; and will be responsible for providing non-fiduciary advisory services on all financial matters, including portfolio review, asset allocation, investment policy statements, investment manager due diligence, education and investment reporting/monitoring.  
 
The successful candidate will have a strategic mindset, strong communication skills and keen attention to detail, an entrepreneurial spirit, a high bar for client service excellence along with a passion for working with some of the most successful business families/entrepreneurs in Canada. 
 
The individual possesses a keen understanding of professional services practice, multi-disciplined service lines along with strong team and client relationship management skills. 

What you will do

• Advise clients (in a non-fiduciary capacity) and aid in implementation of strategic wealth and investment issues, such as portfolio review, asset allocation, investment policy statements, investment manager due diligence, education and investment reporting/monitoring  
• Assist in client relationship management, managing client investment needs 
• Be responsible for compiling and delivering periodic, comprehensive investment reports for clients 
• Mentor and manage junior team members, actively seeking to develop those early in their careers, by investing time and energy in guiding and delegating tasks to them
• Support in content development involving client and prospect presentation books, request for proposals, and other investment-related analyses
• Work with the Family Office Team on investment due diligence, benchmarking, strategic asset allocation and investment oversight of external advisors.
• Together with the Wealth & Investment Strategy leader, offer advice on optimizing cash flow and the overall structure 
• Gain an understanding of the investments and a general understanding of the fiscal, legal and accounting implications 
• Act as the project manager for Multi-Family Office or Single-Family Office engagements and coordinate various client related moving parts and ensure on time responses and delivery
• Help to maintain client prospect lists, pipeline reports and other business development/ leadership update reports 
• Maintain knowledge about trends in the Family Office space, including tools and technologies and assist the Family Office leaders in positioning them as thought leaders

What you bring to the role

• Bachelor's or master’s degree in Commerce, Finance, Business or Accounting; 
• CFA, CFP, CPA, CGA or CIM designations are a plus 
• 5+ years client facing/relationship management with a focus on wealth & investment strategy 
• Prior experience with asset management, investment advisory or financial planning role is an asset 
• Prior experience working with a Family Office or professional services organization in a similar role is an asset 
• Ability to synthesize large quantities of complex data into meaningful insights for the client 
• Ability to work and effectively communicate with senior-level business partners 
• Excellent business judgment, analytical, and decision-making skills 
• Strong demonstrated use of Excel, Word, and PowerPoint 
• Proficiency with additional Fintech platforms (eVestment, Pitchbook, etc.) is an asset 
• Strong interpersonal/facilitation and client relationship management skills.
• Has a growth mindset and an eagerness to learn and help grow the practice 
• Strong familiarity with KPMG service lines and strong network within professional services is an asset 
• Ability to work strategically and collaboratively across functions/groups 

KPMG Ontario Region Pay Range Information

The expected base salary range for this position is $138,500 to $188,500 and may be eligible for bonus awards. The determination of an applicant’s base salary within this range is based on the individual’s location, skills & competencies, and unique qualifications. In addition, KPMG offers a comprehensive and competitive Total Rewards program.