Family Office Advisory Services Manager

The opportunity

Family Office Advisory Services is a growing practice within the organization and youll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work youll make an impact on some complex family offices in the world. Youll be part of a growing global team acting as a key point of contact for a wide range of clients and colleagues. This is an opportunity for cross-border and cross-functional return you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop your professional leadership and business acumen.

Your key responsibilities

Family Office Advisory Services is unique in that you will be tasked with supporting the legacy of the family by protecting improving and growing the familys financial social and human capital. You will review family office current governance operations and technology systems decisions and processes through interviews of key personnel external advisors and family members. You will become a trusted advisor to your clients and a role model for our people across multiple teams making this a great place to develop a diverse network of collaborative colleagues. Whatever you find yourself doing youll personally coach and develop a highly trained team all while handling activities with a focus on quality and commercial value.

Skills and attributes for success

To qualify for this role you must have

• A bachelors degree in Business Accounting Finance or a related field supported by project management operations technology and implementation experience
• One of the following CPA LLM or J.D. (must be an active member of the bar) Project Management Professional (Six Sigma Lean or equivalent certification).
• Minimum of 5 years of work experience in professional service organization
• Experience working with family-owned businesses
• Management or operational experience in the investment management private banking or fund administration industry
• An understanding of financial estate and wealth planning
• An understanding of portfolio management processes including asset allocation portfolio rebalancing fund and security operations risk and performance reporting
• Business process and leading technology consulting experience
• Excellent collaboration and negotiation skills and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• Ability to travel approximately 50% of the time

Ideally youll also have:

• A proven record in working with individuals and their investments
• Financial software systems experience especially with requirements definition systems selection and implementation
• A proven record in a professional services environment
• An entrepreneurial spirit
• Ability to work independently as well as in a team environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members
• Developing solutions by leveraging technology
• Inquisitive mind andwell-developedlistening skills
• Understands business operations within small office environment
• The ability to translate complex data from a range of sources into client-ready insights and deliverables
• The ability to build effective long-term relationships with our clients understanding their unique needs to provide a tailored service
• Manage coach and develop a team of professionals reviewing work and helping to confirm they have the knowledge tools and opportunities they need to excel
• The ability to identify and react to risks and opportunities to improve our services and processes

What we look for

• Were interested in intellectually curious people with the ability to adjust to change and thrive in a constantly evolving environment. Youll need tobe someone who iscapable of asking the tough questions and independently driving their own career and learning initiatives. Youll also need excellent organizational skills and a proven record of multitasking and working effectively across multiple projects. So if youre ready to contribute your big ideas and make a measurable difference right from the start this role is for you.