Manager, KPMG Family Office

Overview You’ve got big plans. We have opportunities to match, and we’re committed to empowering you to become a better you, no matter what you do. When you join KPMG you’ll be one of over 219,000 professionals providing audit, tax, advisory and business enablement services across 147 countries. With the support to do things differently, grow personally and professionally and bring your whole self to work, there’s no limit to the impact you can make. Let’s do this. Our Story: KPMG Family Office works with individuals and families to help manage the complexities of their wealth, so they can continue their success journey and thrive for generations to come. Our team of dedicated professionals provides independent and objective advice on all aspects of wealth, including financial, business and personal, as clients navigate life changes, reach milestones and face moments of transition. Backed by the strength of KPMG’s 150-year heritage, we build deep-rooted relationships based on trust, integrity, and shared commitment. Our approach recognizes that every individual and family is unique, and our team across Canada and globally offers personalized advice for every stage of their lives. A truly integrated process is what sets us apart. We bring together KPMG’s deep experience in eight key areas: tax strategy; legal, estate, trusts and wills; dynamics and governance; wealth and investment strategy; deal advisory; philanthropy and impact; risk management; and accounting, reporting and administration. Our diverse perspectives and collaborative approach make a world of difference for the many individuals and families we work with, giving them clarity, stability and peace of mind for today and for the future. The Opportunity: Our Family Office team is rapidly growing, and we are seeking a highly organized, detail-oriented and client-service centric Manager to support our evolving practice and drive engagements in our Greater Vancouver Area offices. Reporting to the Family Office Leader in the Greater Vancouver Area, this role is instrumental in facilitating day-to-day efficiencies, and helping with the growth and strategic evolution of our practice in the region and nationally. What you will do The successful candidate will support and be accountable for the delivery of a best in class service offering and contribute to the overall strategy of deepening client relationships and expanding our KPMG Family Office practice. The individual will be responsible for the following key business domains and initiatives: Client engagement – Project management and support Assist and prepare materials for discovery processes, prospect and solution meetings, client presentations and other planning and project management activities. Acts as the day-day Project coordinator for family office engagements ensuring a smooth delivery, timely billing, risk administration and oversee maintenance of client files. Work with internal teams to ensure engagements and client onboarding are processed accordingly. Support the Family Office team with managing client relationships, coordinating client/family meetings, communication, and other deliverables. Support the Family Office team in managing COI relationships, including communication and correspondence, meetings and events coordination. Contribute to the development of high impact client engagement materials and deliverables. Support the proposal and pursuits process by liaising with the Family Office practice, the proposal team and other KPMG professionals and subject matter experts. Collaborate with other KPMG Tax, Audit, Legal and advisory professionals to ensure a consistent, reliable, and integrated approach for clients. Help ensure that client correspondence, documentation and relevant information are organized and properly recorded and updated in our internal processing systems and trackers Team collaboration and administrative support Collaborate with internal teams and lead planning and execution of events, webinars, thought leadership. Act as the point-of-contact for the local marketing team and as the champion to new content, updating the Family Office portal, customizing content etc. Maintain and update databases, such as MS Teams site, server structures, documentation, and other reporting in support of the Family Office team Support the Family Office team in their business development and go-to market initiatives, including drafting internal communication, preparing meeting materials, etc. Brand ambassador Act as a brand ambassador to KPMG Family Office. Help maintain a strong presence in the market and enhance our brand recognition and reputation. Maintain and stay up to date of Family Office topics and develop high-level knowledge of KPMG Family Office pillars services as well as broader KPMG services and solutions. What you bring to the role The successful candidate will demonstrate a high bar for client service excellence along with a passion in working with some of the most successful business families/entrepreneurs and HNW families. Furthermore, given the client centric service nature of KPMG Family Office, it is of critical importance that this individual can demonstrate the following qualities: Market/client focus Understanding of family office services, and of the needs and issues that high-net-worth individuals and their families face. Effective, versatile, action-oriented, and service-oriented Knowledge or experience in different business sectors and industries. Natural curiosity and resourcefulness to execute on new ideas with pragmatism. Deep understanding of importance of absolute discretion and confidentiality Relationship building Solid aptitude for building trusting relationships with broad group of stakeholders, prospects, and clients as well as diverse family members. Ability to manage relationships and exercise excellent judgement. Ability to cultivate and build rapport internally across all national functions, levels, and translate those relationships into value for the local practice. Personal and leadership skills Strong written and oral communication skills Meticulous attention to detail and accuracy, and a strong sense of accountability and responsibility. Robust organization, prioritization, and multi-tasking skills. Sound financial literacy and strong business acumen is a must. Excellent interpersonal skills. Strong work ethic and ability to work in a team environment. Qualifications: Minimum of 5 years of experience in client relationship management or consulting for businesses and enterprise/private clients Bachelor’s degree/post graduate degree in Business Administration, Human Resources, Finance, or related field. CPA, MBA, STEP designations or candidacy desirable. Proficiency in PowerPoint, Teams, Word, Excel, and Outlook. Experience in consulting and/or working with professional services firms an asset. Keys to your success: Individuals who take deep personal accountability for their work, have a passion for excellence, driven to achieve their full potential and understand the value of building relationships with clients, future clients, their communities, the global firm and each other. A KPMG professional should have all the following characteristics: Strong work ethic Thrive on challenges Dedicated to providing outstanding client service Learn more about where a career at KPMG can take you.
LI-JS22 Our Values, The KPMG Way Integrity, we do what is right | Excellence, we never stop learning and improving | Courage, we think and act boldly | Together, we respect each other and draw strength from our differences | For Better, we do what matters KPMG is committed to the health and safety of our people, clients and communities. With this commitment in mind, KPMG complies with all public health mandates (provincially and/or federally, as applicable) and has implemented various safety measures, including a COVID-19 Vaccination Policy. KPMG's COVID 19 Vaccination Policy requires all employees to be fully vaccinated if they wish to or are required to attend a KPMG office in the course of their duties. As this role requires occasional or consistent attendance at a KPMG office, the successful candidate must be fully vaccinated (i.e. have received all doses that are recommended by Health Canada, including any boosters) and must provide KPMG with proof of vaccination. KPMG will provide reasonable accommodation if the successful candidate cannot be vaccinated due to grounds protected by human rights legislation in their province of employment. KPMG in Canada is a proud equal opportunities employer and we are committed to creating a respectful, inclusive and barrier-free workplace that allows all of our people to reach their full potential. A diverse workforce is key to our success and we believe in bringing your whole self to work. We welcome all qualified candidates to apply and hope you will choose KPMG in Canada as your employer of choice. For general recruitment-related inquiries, please contact the HR Delivery Centre at [email protected]. If you have a question about accessible employment at KPMG, or to begin a confidential conversation about your individual accessibility or accommodation needs through the recruitment process, we encourage you to contact us at [email protected] or phone: 416-777-8002 or toll free 1-888-466-4778.