Wealth Management Executive/Family Financial Manager

Our client, an Ann Arbor area private family with corporate and personal holdings, seeks an exceptional financial manager and strategist for their personal and family wealth management.

Wealth Management Executive/Family Financial Manager

This executive role will provide senior level financial oversight and support to all personal financial matters on behalf of the family.  Areas of responsibility will include the creation and implementation of a set of standard financial practices for all personal and family financial matters; partnering with tax consultants, to develop family financial and tax planning strategies, including for trusts, life insurance programs, estate plans and business holdings; managing the assets of the various family trusts, reviewing trust contents relative to tax laws; reviewing and analyzing, as needed, all new investment opportunities; providing analysis as needed for stock portfolios and other assets (venture capital, hedge funds, private equity, commodities, oil and gas, etc., and reviewing business investments and providing financial management).

The successful candidate will serve as a trusted adviser for multiple family generations.

Qualifications include: 

• Bachelor's degree in Accounting or a related field 

• Master's degree preferred 

• Certified Public Accountant status is desirable 

• A minimum of seven to ten years in progressively responsible financial roles and/or training 

• Knowledge of accounting applications and management information reporting tools 

• Exceptional communication skills, entrepreneurship and flexibility 

Current Openings for Wealth Management Executive/Family Financial Manager Jobs at Karen Andrews Group