Senior Manager, Family Office Services Expert
6 days ago
Job Overview
MNP is a leading national accounting, tax, and business advisory firm in Canada, known for its entrepreneurial spirit and commitment to empowering teams. We are seeking a Senior Manager to join our Family Office Services team, where you will play a key role in delivering strategic planning, wealth reporting, and governance expertise to families and businesses.
", "Responsibilities": "Key Responsibilities
- Represent and grow the Family Office Services brand within the firm, focusing on delivering a world-class experience in all facets of the process.
- Build and maintain a strong presence across regions to increase awareness and confidence in the Family Office Services practice.
- Arrange introductions to clients through GPs to secure client engagements across a broad suite of services.
- Lead the engagement process, including conducting meetings, managing workflow, and presenting solutions to clients.
- 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 (progress through CFA curriculum considered).
- 7+ years of client-facing, financial services, and/or wealth management experience.
- Strong proficiency in financial planning software, Morningstar Direct, Microsoft Excel, Microsoft PowerPoint, and 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 ability to work across multiple projects concurrently.
- Proactive, self-motivated, and entrepreneurial with an eagerness to learn and expand skillsets.
About MNP
MNP is a proud Canadian company, providing business strategies and solutions to clients across the country. Our team members are entrepreneurial, proactive, and committed to delivering exceptional results.
", "Why Work at MNP": "Why Work at MNP
MNP offers a dynamic and supportive work environment, where team members can grow and develop their skills. We are committed to empowering our teams and providing opportunities for professional growth and development.
", "Contact Information": "Contact Information
Please note that this job description does not include contact information or application instructions.
", "Disclaimer": "Disclaimer
This job description is for informational purposes only and may not be up-to-date or accurate. Please check the company's website or contact the company directly for the most current and accurate information.
", "Job Type": "Full-time"}-
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