Senior Manager, Family Office

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 Family Office service team is growing, and we are looking to hire a Senior Manager to deliver high-touch service to multi-family office clients. The successful candidate will act as a financial quarterback to clients and their families and will be responsible for managing the daily accounting / financial activities for multiple client entities, strategic reporting, and financial modelling.

The role supports the Family Office team in the overall productivity and effectiveness of the practice and fosters close working relationships with internal and external stakeholders. The incumbent will work collaboratively with Partners / senior leaders across service lines, business units, accounts and marketing, finance, IT, HR, the executive team and external service providers.

The successful candidate will have a strategic mindset, attention to detail, an entrepreneurial spirit, a high bar for client service excellence, and a passion for working with successful business families / entrepreneurs in Canada. The individual will possess a strong understanding of professional services practices, multi-disciplined service lines, and client relationship management skills.

What You Will Do

• Act as a controller to clients and maintain a consolidated view of their financial / investment picture; provide strategic advice on cash flow management, financial performance and forecasting
• Coordinate accounting, bookkeeping, investment reporting activities and oversee the finance / accounting team’s activities
• Serve as the key liaison for the client and hold regular status update meetings with the Lead Family Office Relationship Manager, Lead Partner and Family Office Leader
• Conduct financial reconciliation, accuracy checks and maintain understanding of complex financial structures (investment companies, brokerage / bank accounts, credit and lending structures, trusts, partnerships, estate planning)
• Prepare customized reporting including financial modelling and KPI reports using Family Office technology and other tools
• Maintain client documents management system and related technology platforms
• Coordinate financial activities with external / internal advisors (bankers, accountants, lawyers) including investment activities, capital calls, and analysis of pro forma information
• Work with the Wealth Strategy leader to advise on optimizing cash flow and overall structure
• Maintain understanding of investments and fiscal, legal and accounting implications
• Act as project manager for Multi-Family or Single-Family Office engagements, coordinating client-related moving parts and ensuring timely responses and delivery
• Support the Lead Relationship Manager and Family Office Leader with proposal processes
• Assist in maintaining client prospect lists, pipeline reports and other business development / leadership update reports

What You Bring To The Role

About KPMG

KPMG is a global professional services firm that helps clients navigate their most important challenges with a local touch and global reach. We are committed to an inclusive, respectful workplace and welcome all qualified candidates to apply.

Pay Range

The expected base salary range for this position is $102,500–$200,000 and may be eligible for bonus awards. Base salary is determined by location, skills / competencies, and qualifications. KPMG offers a comprehensive Total Rewards program.

Our Values

Integrity — we do what is right

KPMG in Canada is an equal opportunities employer and is committed to a respectful, inclusive and barrier-free workplace. We welcome all qualified candidates to apply. We provide adjustments and accommodations during the recruitment process upon request.

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