Senior Vice President, Client Advisory

Senior Vice President, Client Advisory

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
• 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
• Contributing to the firm's growth through business development

Qualifications

Applicants for the Senior Vice President, Client Advisory position at the company should have:

• An undergraduate degree
• A CFA, CPA, or CA designation
• 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
• Experience in managing complex family dynamics

The ideal candidate will be:

• A self-starter
• Detail-oriented
• A team player with a proven track record of working in an entrepreneurial and dynamic environment

Responsibilities

Responsibilities also include:

• Strategic planning
• Execution
• A continued focus on personal and team development

Functions

• Account Management/Optimization
• Finance