Family Office Advisory Services - Manager

Location : Dallas, Chicago, New York, Philadelphia

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 complex family offices 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 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 family's 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, you'll 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 bachelor's 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)

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, you'll 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 and well-developed listening 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

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

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter / Summer breaks, Personal / Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today.

EY accepts applications for this position on an on-going basis.

For those living in California, please click here for additional information.

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity / expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.?

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com .