Senior Manager

Senior Manager - Family Office Advisory Services Join to apply for the Senior Manager - Family Office Advisory Services role at KPMG Canada. Overview At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common purpose of turning insight into opportunity for clients and communities worldwide. KPMG’s Family Office works with high net‑worth individuals and families across Canada to manage the complexities of their wealth so they can continue their success journey and thrive for generations to come. Our team of dedicated multi‑disciplinary professionals provides independent and objective advice on all aspects of wealth, across personal and business domains, as clients navigate life changes, reach milestones, and face moments of transition. This role will work with our Ontario & Atlantic Family Office team based out of Toronto. The incumbent will deliver a suite of family governance and dynamics services, building from their designation as a Family Enterprise Advisor (FEA), working closely with client families in partnership with colleagues in tax, law, wealth, philanthropy and business advisory. What You Will Do Initiate client engagements by developing project scope, including detailed task‑level work plans, resource, time and cost estimates. Develop high‑impact client engagement materials, coordinate meetings, lead one‑on‑one interviews with family members, draft themes and recommendation reports, and prepare detailed family meeting minutes along with quarterly and annual client progress reports. Support the Family Advisory client team in researching and developing bespoke assessments, playbooks and methodologies on skills and capabilities, leadership development, family and business strategy, board advisory and succession planning. Act as project support for next‑generation strategic initiatives and Family Office events/webinars. Support the proposal process with the Family Office team and other KPMG Partners/subject‑matter experts. Maintain client prospect lists, pipeline reports and other business development/leadership update reports in collaboration with the Family Office Practice Manager. Maintain knowledge of leading practices in the Family Office space, including tools and technologies, while assisting the Family Office leaders to position the practice as thought leaders in a targeted client segment. What You Bring To The Role Bachelor’s or master’s degree in Management/Business Administration, Human Resources, Psychology, Social Sciences or Industrial Relations. Family Enterprise Advisor (FEA) designation from Family Enterprise Canada; or a similar designation for consideration. Excellent business judgment, analytical and decision‑making skills with exceptional stakeholder management and communication skills. Project management and consulting experience, either within a formal consulting firm or delivering for internal stakeholders. Ability to conduct research and synthesize data into meaningful insights for the client. Ability to work and communicate effectively with senior‑level business partners, presenting to all levels of the Family Office team as well as clients and their families in person and virtually. Strong demonstrated use of Excel, Word and PowerPoint. Equal Opportunity Statement 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 Canada as your employer of choice. Adjustments and Accommodations At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team at 1‑888‑466‑4778. #J-18808-Ljbffr