5 дней назад
Practice Leader, Family Business Group
171 700 - 300 500$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Practice Leader, Family Business Group (Wealth Management): Leading a 16-person advisory group overseeing private business interests held in trusts and estates, with an accent on family governance, succession planning, fiduciary oversight, and client development. Focus on defining growth strategy, advising high net worth families, managing portfolio risk, and building team and operational capabilities.
Location: Chicago, IL, United States
Salary: $171,700–$300,500 USD base pay annually
Company
is a global financial services company providing wealth management, asset servicing, asset management, and banking services.
What you will do
- Lead the Family Business Group and define its long-term growth strategy and annual business plan.
- Advise high net worth families on family governance, corporate governance, business succession, and pre-transaction planning.
- Support business development through opportunity evaluation, prospect meetings, client meetings, and external marketing.
- Oversee operational processes, fiduciary oversight, risk management, compliance coordination, and client service standards for the private business portfolio.
- Lead staffing, hiring, training, vendor relationships, and subject-matter-expert activities including speaking engagements and article writing.
Requirements
- More than 10 years of advisory experience with private businesses, such as accounting, law, investment banking, or wealth management.
- Deep knowledge of family governance, corporate governance, and business succession for multigenerational private businesses.
- Experience advising sophisticated high net worth families.
- Leadership and management experience overseeing a team, business, or business division.
- Ability to communicate the group’s value proposition to audiences with varying levels of sophistication.
- Must be authorized to work in the United States without current or future employment-based visa sponsorship.
Nice to have
- Experience negotiating purchase and sale contracts and related agreements for private business entities.
- Knowledge of managing closely held entities as trustee or executor.
Culture & Benefits
- Flexible and collaborative work culture with an emphasis on financial strength and stability.
- Internal mobility opportunities and access to senior leaders.
- Retirement benefits including 401(k) and pension plans.
- Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
- Paid time off, parental and caregiver leave, well-being benefits, and a discretionary bonus program that may include equity.
- Inclusive workplace with opportunities to support community philanthropy.
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