Partner, Family Office — Lead HNW Wealth & Advisory

GlassRatner Executive Search; Toronto; On-site; CAD 150,000 - 250,000; Full time

Job summary

An esteemed executive search firm is seeking a Partner for its Family Office practice in Toronto. The role calls for a seasoned leader with over 10 years in financial services, particularly in wealth management for high-net-worth families. Candidates should have a CPA designation and a proven ability to build deep client relationships while mentoring a dynamic team. This high-impact position offers the chance to shape the future of a leading multi-family office, with significant internal support and growth potential.

Benefits

Flexible work arrangements

Ongoing education opportunities

Long-term equity partnership potential

Qualifications

• Must have 10+ years of experience serving HNW/UHNW clients.
• Proven track record of team leadership and client relationship building.
• Strong analytical, strategic, and problem-solving capabilities.

Responsibilities

• Serve as a trusted advisor to HNW/UHNW families.
• Manage existing Investment Manager platform.
• Drive business development and team leadership.

Skills

Leadership

Client Relationship Management

Analytical Skills

Strategic Thinking

Communication Skills

Education

CPA designation

CFP, CFA, TEP certifications

Job description

An esteemed executive search firm is seeking a Partner for its Family Office practice in Toronto. The role calls for a seasoned leader with over 10 years in financial services, particularly in wealth management for high-net-worth families. Candidates should have a CPA designation and a proven ability to build deep client relationships while mentoring a dynamic team. This high-impact position offers the chance to shape the future of a leading multi-family office, with significant internal support and growth potential.