Manager - IFS - Entrepreneurial Private and Business
Core
Help private companies, entrepreneurs, and high net worth individuals with audit, tax compliance, planning, wealth management, and exit strategies to improve operational efficiency and support business growth.
Role type
Manager, Private Client Advisory
Builds
Customized service plans for privately owned entities and family enterprises
Domain
Banking & Finance / Private Client Services
Deliverable
client delivery
Required skills
audit, tax compliance, financial planning, wealth management, equity expansion, divestiture strategy, cash flow management, business strategy, complex problem solving, stakeholder management, data analysis
Preferred skills
CPA or CFA certification, experience in family business or large conglomeration
Technologies
N/A
Responsibilities
Design and implement personalized service plans, analyze complex business issues to develop recommendations, coach team members, manage stakeholder viewpoints to build consensus, simplify complex messages for decision-making
Seniority
Manager, hands-on leadership with team coaching