Strategic Family Office Manager
1 week ago
Job Overview
MNP is seeking a Strategic Family Office 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.
Key Responsibilities
- Represent and grow the Family Office Services brand within the firm.
- Build and maintain a strong presence across regions to continue to build 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 and managing the workflow.
- Deepen relationships with clients and other professionals to identify opportunities to add value.
Requirements
- CFP/PFP designation required.
- Either CIM or CFA designation required, CFA designation is preferred.
- 7+ Years of client-facing, financial services and/or wealth management experience.
- Strong proficiency in financial planning software and Microsoft Office.
- Strong verbal communication and presentation skills.
- Highly skilled relationship builder and manager.
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