Practice Manager, GTA Family Office

KPMG LLP Canada; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

KPMG LLP Canada seeks a Practice Manager for its Family Office team in Toronto, focusing on delivering exceptional client service and project management for high-net-worth clients. The role involves coordinating engagement strategies, managing client relationships, and acting as a brand ambassador for KPMG's Family Office services.

Qualifications

• Minimum of 5 years experience in consulting for businesses.
• Proficient in PowerPoint, Excel, Teams, and Word.
• Experience with family offices or professional services firms is an asset.

Responsibilities

• Manage client engagements and deliver best-in-class service.
• Coordinate internal teams for client onboarding and project delivery.
• Act as a key contact in client meetings and communication.

Skills

Client relationship management

Project management

Communication

Organizational skills

Financial literacy

Education

Bachelor’s degree in Business Administration

Post graduate degree in Finance or related field

Tools

PowerPoint

Excel

Teams

Word

Outlook

Job description

Overview

At KPMG, you’ll join a team of diverse and dedicated problem solvers, connected by a common cause turning insight into opportunity for clients and communities around the world.

KPMG Family Office works with high net worth (HNW) 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 multi-disciplinary professionals provide 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. Our team’s 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.

Our GTA Family Office team is rapidly growing, and we are seeking a Practice Manager who is client focused, highly organized, detail-oriented and able to collaborate effectively with a diverse team of practitioners to support our evolving practice and support engagements in our Greater Toronto Area office. Reporting to the National Leader, Family Office - Governance & Strategy, this role is instrumental in facilitating day-to-day client interactions, practice delivery, and helping with the growth and strategic evolution of our practice in the region and nationally.

The successful candidate will support and be accountable for the delivery of a best-in-class service experience to a discerning client group and contribute to the overall strategy of deepening client relationships and expanding our GTA Family Office practice.

What you will do

The individual will be responsible for the following key business domains and initiatives:

Client engagement – Project management

• Working with the National leader, design and deliver a best-in-class client experience and approach that is market differentiating to our clients and drives collaboration with our practitioners
• Collaborate with KPMG Tax, Legal and Advisory professionals to ensure a consistent, reliable, and integrated approach for clients.
• Assist and prepare materials for client discovery processes, prospect and solution meetings, client presentations along with planning and project management activities.
• Support the GTA Family Office team with managing client relationships, coordinating client/family meetings, communication, and other deliverables by acting as a key contact for our clients
• Contribute to the development of high impact client engagement materials and deliverables.
• Support the proposal and pursuits process by liaising with the proposal team and other KPMG professionals and subject matter experts.
• Acts as the day-to-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. Where required, support the team by pulling together preliminary budgets for review.
• Support the Family Office team in managing key relationships, including communication and correspondence, meetings and events coordination.
• 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 coordination

• Support the Family Office team in their business development and go-to market initiatives, including drafting internal communication, preparing meeting materials, etc.
• Maintain and update databases, such as MS Teams site, server structures, documentation, and other reporting in support of the Family Office team
• Manage Wins & Pipeline tracking (audit and ensure alignment with budgets, new wins etc.)
• Share WIP status with engagement team on a monthly basis including tracking AR report and advise leaders of invoices that are unpaid for +30days Make recommendations for future budgets to support improved hour estimates (e.g., where is time being spent under/over budget)

Brand ambassador

• Act as a brand ambassador to KPMG Family Office. Support the firm’s 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 services as well as broader KPMG services and solutions.

This role will work onsite at KPMG’s Bay Adelaide Offices 4 days/week.

What you bring to the role

The successful candidate will demonstrate exceptional client service excellence along with a passion for working with some of the most successful business families/entrepreneurs and HNW families in Canada. Furthermore, given the client centric service nature of KPMG Family Office, it is of critical importance that this individual can demonstrate the following qualities:

• 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.
• Proficiency in PowerPoint, Teams, Word, Excel, and Outlook.
• Experience in consulting and/or working with family offices or professional services firms an asset.

Market/client focus

• Understanding of family office services, and aware of the needs and issues that HNW individuals and their families face.
• Deep understanding of requirement for absolute discretion and confidentiality with our clients
• 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.

Relationship building

• Solid aptitude for building trusting relationships with broad group of stakeholders, prospects, and clients as well as diverse family members.
• Exceptional communication (written and oral) and stakeholder management skills
• 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 practice.
  

Personal And Leadership 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.

Providing you with the support you need to be at your best

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 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.

Adjustments and accommodations throughout the recruitment process

At KPMG, we are committed to fostering an inclusive recruitment process where all candidates can be themselves and excel. We aim to provide a positive experience and are prepared to offer adjustments or accommodations to help you perform at your best. Adjustments (informal requests), such as extra preparation time or the option for micro breaks during interviews, and accommodations (formal requests), such as accessible communication supports or technology aids, are tailored to individual needs and role requirements. You will have an opportunity to request an adjustment or accommodation at any point throughout the recruitment process. If you require support, please contact KPMG’s Employee Relations Service team by calling 1-888-466-4778.