Family Offices Advisory Services - Manager

Job title: Family Offices Advisory Services - Manager

Requisition ID: 1741186

Location: New York, Dallas, Houston, Chicago, Atlanta, Hoboken, Charlotte, Boston, Denver

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The opportunity

Family Office Advisory Services is a growing practice within the organization, and you’ll see that growth reflected in your career. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the largest family offices and family businesses in the world. You’ll 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 teaming. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.

Will you shape the future or will the future shape you?

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 family’s financial, social and human capital. Depending on your unique skills and ambitions, you could be managing various responsibilities, from consulting and advising clients who include high-profile individuals of extremely high net worth with expectations to match. 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, you’ll personally coach and develop a highly trained team, all while handling activities with a focus on quality and commercial value.

The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You’ll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you’ll actively participate in client working sessions.

Analytical/Decision Making Responsibilities:

• Develop solutions to complex problems.
• Recommend changes to policies and establish procedures that affect your immediate work area and possibly the broader business function.
• Exercise judgment in selecting methods, techniques, and evaluation criteria for obtaining results.

Skills and attributes for success

Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart.

• Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management.
• Experience in continuous process improvement and identification of innovative solutions through research and analysis.
• Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results.
• Depth of expertise in interpreting internal and external issues to recommend quality solutions.
• Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth.

To qualify for the role, you must have

• Bachelor's degree in Business, Accounting, Finance, or a related field, supported by experience in project management, operations, technology, and implementation initiatives
• CPA or Bar membership
• Minimum of 5 years of experience in a professional services environment
• Experience working in a family office environment, with family-owned businesses, or within financial services organizations, including investment management, private banking, or fund administration
• Understanding of partnership and fund accounting concepts in complex, multi-tiered ownership structures
• Knowledge of tax compliance and reporting requirements across entity types, including partnerships, trusts, individuals, and foundations
• Understanding of wealth planning, estate planning, portfolio management, investment operations, risk management, and performance reporting for high-net-worth individuals and families
• Experience with business process improvement, technology-enabled transformation, and systems implementation initiatives
• Ability to build trusted relationships with clients, vendors, and stakeholders while maintaining professionalism, discretion, and sound judgment
• Strong communication, collaboration, negotiation, and stakeholder management skills, including the ability to influence and challenge senior leaders
• Experience leading and developing teams in a complex, client-service environment
• Ability to operate effectively across diverse cultures, perspectives, and business environments
• Ability to travel approximately 50%

Ideally you will also have

• A proven record in working with high net-worth individuals and their investments
• Financial software systems experience especially with requirements definition, systems selection and implementation
• An understanding of business operations within family office or closely held business environment
• The ability to translate complex data from a range of sources into client-ready insights and deliverables
• Experience leveraging technology to improve business processes and solve operational challenges.
• Ability to work independently as well as in a team environment
• Experience in coaching and mentoring junior colleagues, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel
• Strong analytical, problem-solving, and critical thinking skills, with exceptional attention to detail
• The ability to adapt your work style to work with both internal and client team members
• An entrepreneurial spirit
• Inquisitive mind and well-developed listening skills
• The ability to build effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• The ability to maintain your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• The ability to identify and react to risks and opportunities to improve our services and processes
• Experience leading workstream delivery and tracking project status.
• Ability to implement resource plans and budgets for complex initiatives.
• Experience managing engagement economics and identifying opportunities for additional services.
• Exposure to leading RFP responses and participating in client working sessions.

What we look for

We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills.