Strategic Family Office Manager

1 week ago


Winnipeg, Manitoba, Canada MNP Full time

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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