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Wealth Management Senior Manager

2 months ago

Winnipeg, Manitoba, Canada MNP Full time

About MNP

MNP is a leading national accounting, tax and business advisory firm in Canada, providing business strategies and solutions to entrepreneurs and businesses.

Job Details

Description

MNP is seeking a Senior Manager to join our Family Office Services team. As a trusted advisor, you will provide strategic planning, wealth reporting and governance expertise for families and businesses.

Responsibilities

  • Represent and grow the Family Office Services brand within the firm, delivering a world-class experience in all facets of the process.
  • Build and maintain a strong presence across regions, preparing and delivering internal and external presentations.
  • Arrange introductions to clients to secure client engagements across a broad suite of services.
  • Lead the engagement process, managing workflow and preparation of deliverables in an efficient and effective manner.
  • Deepen relationships with clients and other professionals to identify opportunities to add value and forge long-term, collaborative relationships.

Requirements

  • CFP/PFP designation required
  • Either CIM or CFA designation required, CFA designation preferred
  • 7+ years of client-facing, financial services and/or wealth management experience
  • Strong proficiency in financial planning software, Morningstar Direct or equivalent, Microsoft Excel, Microsoft Powerpoint, Microsoft Word
  • Strong verbal communication and presentation skills
  • Highly skilled relationship builder and manager
  • Strong sales skills with a proven track record of delivering successful results
  • Strong time management skills and able to work across multiple projects concurrently
  • Proactive, self-motivated, and entrepreneurial with an eagerness to learn and expand skillsets