About Company
Hiring.zycto is a dynamic recruitment partner, dedicated to connecting exceptional talent with leading organizations. We specialize in identifying finance professionals who are not just skilled, but also align perfectly with our clients’ strategic visions and cultural environments. For a Family Office Manager, we represent opportunities where your expertise in wealth management, intricate financial planning, and confidential client relations can truly thrive, fostering long-term impact and securing legacies. We pride ourselves on discreetly matching top-tier candidates with bespoke roles that challenge and reward.
Job Description
Are you a seasoned financial professional with a passion for comprehensive wealth management and a meticulous eye for detail? Hiring.zycto is seeking an exceptional Family Office Manager – Finance to join a prestigious private family office client in the Winnipeg area. This pivotal role involves overseeing the multifaceted financial affairs of a high-net-worth family, ensuring seamless integration of investment strategies, tax planning, estate management, and philanthropic endeavors. Beyond mere oversight, you will play a proactive role in shaping the family’s financial future, safeguarding their assets, and optimizing their wealth for current and future generations.
As the Family Office Manager, you will act as a central point of contact, orchestrating a diverse team of external advisors including investment managers, legal counsel, accountants, and insurance brokers, to provide cohesive and holistic financial solutions. Your strategic acumen will be crucial in managing complex financial reporting, conducting thorough cash flow analysis, developing robust budgets, and ensuring strict compliance with all relevant financial regulations and ethical standards. This is more than a management role; it’s an opportunity to become a deeply trusted advisor, building enduring relationships based on unwavering discretion, impeccable integrity, and unparalleled service tailored to the unique needs of the family. You will be instrumental in preserving and growing the family’s wealth across generations, translating intricate financial concepts and market dynamics into clear, actionable strategies that align with their long-term vision.
The ideal candidate will possess a profound understanding of diverse asset classes, including traditional and alternative investments, alongside advanced financial planning techniques. A proven ability to navigate the unique challenges and opportunities presented by significant wealth – from generational transfers to complex trust structures – is essential. You will be expected to provide incisive strategic insights, anticipate future financial needs, proactively identify opportunities for wealth optimization, and mitigate potential risks. This role demands not only a high level of technical financial expertise but also exceptional communication skills, both written and verbal, to articulate complex financial information clearly, empathetically, and effectively to family members and external partners. If you are driven by a commitment to excellence, possess an unwavering sense of accountability, and are eager to make a significant, lasting impact in a private, high-stakes financial environment, we strongly encourage you to apply.
Key Responsibilities
- Manage and oversee all aspects of the family's financial affairs, including investments, tax planning, estate planning, and philanthropic activities.
- Coordinate and liaise with external advisors such as investment managers, legal counsel, accountants, and insurance brokers to ensure integrated service delivery.
- Develop and maintain comprehensive financial reports, budgets, cash flow projections, and performance analyses for the family's assets.
- Monitor investment performance, conduct thorough due diligence on potential investment opportunities, and ensure alignment with the family’s objectives and risk tolerance.
- Facilitate effective communication among family members regarding financial matters, ensuring clarity, consensus, and privacy.
- Oversee the preparation of all tax returns and ensure stringent compliance with all relevant tax laws, regulations, and reporting requirements.
- Manage and optimize a diverse portfolio of assets, including real estate holdings, private equity investments, and other complex financial instruments.
- Implement and maintain robust internal financial controls, reporting systems, and governance frameworks.
- Act as a trusted advisor, providing strategic insights and proactive recommendations on wealth preservation, growth strategies, and intergenerational wealth transfer.
Required Skills
- Bachelor's degree in Finance, Accounting, Business Administration, or a closely related field.
- Minimum of 5 years of progressive experience in a family office, wealth management firm, private banking, or similar high-net-worth client-focused environment.
- Proven expertise in investment management, advanced financial planning, sophisticated tax strategies, and comprehensive estate planning.
- Exceptional analytical, critical thinking, and problem-solving skills with a high degree of accuracy.
- Superior communication and interpersonal skills, capable of building deep trust and maintaining absolute confidentiality.
- Advanced proficiency in financial software, portfolio management systems, and Microsoft Office Suite (especially Excel and PowerPoint).
- In-depth understanding of regulatory compliance and ethical standards within the financial services sector.
Preferred Qualifications
- CPA, CFA, CFP, or other highly relevant professional designations.
- Master's degree in Finance, Business Administration (MBA), or a related discipline.
- Demonstrated experience with philanthropic advising, charitable foundations, and governance structures.
- Familiarity with alternative investments, including private equity, venture capital, hedge funds, and real assets.
- Extensive experience managing multi-generational wealth and complex family dynamics.
Perks & Benefits
- Highly competitive salary commensurate with experience and performance-based bonuses.
- Comprehensive health, dental, and vision insurance coverage.
- Generous paid time off, including vacation, sick leave, and statutory holidays.
- Significant professional development and continuing education opportunities to foster career growth.
- Robust retirement savings plan with substantial employer contributions.
- Opportunity to work in a highly confidential, impactful, and intellectually stimulating role with significant autonomy.
- Access to a premier network of top-tier financial, legal, and tax professionals.
How to Apply
Interested candidates are encouraged to click on the application link below to submit their resume and cover letter. We thank all applicants for their interest, however, only those selected for an interview will be contacted.