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Senior Manager, Family Office (Wealth & Investment Strategy)

Posted Yesterday

Job Details



Job Description

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 Greater Vancouver Area 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 (UHNW) an family office clients and their families; and will be responsible for providing advisory services on all financial matters, including portfolio review, asset allocation, investment policy statements, investment manager due diligence, financial education and investment reporting/monitoring.

The successful candidate will have a strategic mindset, attention to details, 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 client relationship management skills.

What you will do
  • Advise clients and aid in implementation of strategic wealth and investment issues, such as portfolio review, asset allocation, investment policy statements, investment manager due diligence, financial education and investment reporting/monitoring.
  • Assist in client relationship management, managing client investment needs.
  • Support in content development involving client and prospect presentation books, request for proposals, and other investment-related analyses.
  • Work with the Wealth/ Investment strategy leader 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 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.
What you bring to the role
  • Bachelor's or master's degree in Finance, Commerce, Business or Accounting;
  • CFA, CFP, CPA, CGA or CIM designations are a plus
  • 8+ years client facing/relationship management with a focus on wealth & investment strategy
  • Broad knowledge of multiple asset classes
  • Experience with various investment industry structures, players and business models
  • Prior experience in an 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
  • Experience with ESG criteria and /or Impact investing is a plus
  • 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
  • Strong interpersonal/facilitation and client relationship management skills.
  • Has 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
  • Effective, versatile, and action-oriented

Passion, it's what drives entrepreneurs, family businesses and fast-growing companies alike. It's also what inspires KPMG Enterprise and Family Office advisers to help our client's drive success. KPMG advisers in member firms around the world are dedicated to working with businesses and successful families. Whether our clients are an entrepreneur looking to get started, an enterprising family, an innovative, fast-growing company, a successful executive or professional, or an established company looking to an exit, KPMG advisers understand what is important to our clients and can help them navigate their challenges - no matter the size or stage of their business. Our clients gain access to KPMG's global resources through a single point of contact - a trusted adviser to their company. It's a local touch with a global reach.

Enterprise Global Centre of Excellence for Family Business
From the boardroom to the kitchen table, KPMG Family Business advisers share practical advice and experienced guidance to help our clients succeed. To support the unique needs of family businesses, KPMG Enterprise manages a global network dedicated to offering relevant information and advice to family-owned companies. We understand that the nature of a family business is inherently different from a non-family business and requires an approach that considers the family component.

KPMG BC Region Pay Range Information
The expected base salary range for this position is $102,500- $200,000 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.

Providing you with the support you need to be at your best
For more information about KPMG in Canada's Benefits and well-being, click here .


Our Values, The KPMG Way
Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters

KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For more information about Inclusion, Diversity & Equity in Recruitment, please click here .

Adjustments and accommodations throughout the recruitment process
At KPMG, we strive for an inclusive recruitment process that allows all candidates to Come As You Are and Thrive with Us. We aim to provide a positive experience and are ready to offer adjustments or accommodations to help you perform at your best. Adjustments (an informal request), i.e. extra preparation time or the option for micro breaks during interviews, and accommodations (a formal request), i.e. accessible communication supports or technology aids are tailored to individual needs and role requirements.

To begin a confidential conversation about adjustments or accommodations at any point throughout the recruitment process, we encourage you to contact KPMG's Employee Relations Service team for support by emailing or by calling 1-888-466-4778, Option 3.

For information about accessible employment at KPMG, please visit our accessibility page .

About KPMG

KPMG LLP is the Canadian member firm of KPMG International. We provide Audit, Tax, and Advisory services to many of the public and private business, not-for profit, and public sector organizations in Canada. Nationally, there are 40 offices and over 700 partners and 7,000 employees working together to help Canadian businesses achieve their goals. Leveraging the skills, knowledge and passion of our firm and our people allows us to serve our clients with uncompromising professionalism, cutting through complexity to provide valuable insight—in Canada and around the world. KPMG s.r.l./S.E.N.C.R.L. est le cabinet canadien membre de KPMG International Cooperative (« KPMG International »). Nous offrons des services professionnels en audit et en fiscalité ainsi que des services-conseils à une vaste clientèle composée notamment de sociétés ouvertes et fermées, d’organismes sans but lucratif et d’organisations du secteur public au Canada. KPMG compte 40 bureaux à l’échelle nationale, au sein desquels collaborent plus de 700 associés et 7 000 employés pour aider les sociétés canadiennes à atteindre leurs objectifs. Nous misons sur les compétences et le savoir-faire de notre équipe pour servir nos clients − au Canada et ailleurs dans le monde − avec rigueur et professionnalisme. Notre mission première : simplifier la complexité en proposant des perspectives éclairantes.


Banking & Finance

Company Size

5001-10,000 employees

Application closing date is 2024-09-10

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