At a Glance
- Tasks: Lead client relationships and drive investment strategies while mentoring a dynamic team.
- Company: A leading multi-family office known for trusted counsel to entrepreneurial families.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Join a dynamic team focused on strategic planning and personal development.
- Why this job: Make a real impact in wealth management and contribute to the growth of successful families.
- Qualifications: Undergraduate degree with CFA, CPA, or CA designation and 15+ years of experience.
The predicted salary is between 157500 - 192500 $ per year.
About the Company
Leading multi-family office providing trusted counsel to successful entrepreneurial families.
Industry: Financial Services
Type: Privately Held
About the Role
The Company is seeking a Senior Vice President, Client Advisory to join their team. The successful candidate will be responsible for leading client relationships, driving investment and tax planning strategies, and managing a team to ensure the delivery of top-tier client service. This role requires a strategic approach, commercial acumen, and a strong focus on results. The Senior Vice President will also be involved in mentoring junior team members, leading strategic projects, and contributing to the firm's growth through business development.
Applicants for the position should have an undergraduate degree and a CFA, CPA, or CA designation, with a minimum of 15 years' post-accreditation experience. A strong background in the wealth and investment management industry, particularly with family office or private family experience, is preferred. The role demands superior communication skills, advanced knowledge of investment management and tax planning, and experience in managing complex family dynamics. The ideal candidate will be a self-starter, detail-oriented, and a team player with a proven track record of working in an entrepreneurial and dynamic environment. Responsibilities also include strategic planning, execution, and a continued focus on personal and team development.
Functions:
- Account Management/Optimization
- Finance
Senior Vice President, Client Advisory in Montréal employer: Confidential
As a General Manager in our Projects Group, you will thrive in a dynamic and supportive work culture that prioritizes employee growth and development. Our commitment to excellence is matched by our focus on fostering strong client relationships and delivering high-quality project outcomes across the Americas. With a diverse team of professionals and a multi-office setup, we offer unique opportunities for collaboration and innovation, making us an exceptional employer for those seeking meaningful and rewarding careers.
