Senior Manager, Private Wealth Services

4 days ago


Burnaby, British Columbia, Canada KPMG Canada Full time
About the Role

We are seeking a highly skilled Senior Manager to join our Family Office service team in Canada. As a Senior Manager, you will play a key role in delivering high-touch services to our clients, helping them achieve their financial goals.

Key Responsibilities
  • Lead a team of professionals in providing family office services, including investment management, financial planning, and wealth management.
  • Develop and implement strategies to grow our family office business, identifying new opportunities and building relationships with key stakeholders.
  • Collaborate with cross-functional teams to deliver high-quality services to our clients, ensuring exceptional client experience and satisfaction.
  • Stay up-to-date with industry trends and developments, applying this knowledge to drive business growth and improve service delivery.
Requirements
  • Minimum 5 years of experience in a family office or private wealth management role, with a strong track record of leadership and business development.
  • Proven ability to lead and manage high-performing teams, with a focus on talent development and succession planning.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, colleagues, and stakeholders.
  • Strong business acumen, with the ability to analyze complex financial data and develop strategic plans to drive business growth.


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