What are the responsibilities and job description for the Client Engagement Leader position at Trove FS, LLC?
What We Do
We are Trove FS, LLC, a leading independent multi-family office in North America. Our mission is to deliver exceptional financial solutions and personalized service to our clients and their families. As a trusted advisor, you will be a key member of our team, working closely with our clients and advisors to build long-term relationships.
Job Summary
The Family Office Manager will be responsible for managing client relationships, team development, and business processes. This role requires strong leadership skills, a deep understanding of our core values, and the ability to drive business growth.
- Maintain a thorough understanding of investment administration, including industry standards and asset classes.
- Analyze data and identify potential issues, leading discussions with clients and advisors.
- Oversee tax coordination, insurance coverage, and estate planning processes.
Key Responsibilities
This role involves:
- Managing client relationships with a high focus on responsiveness and quality communication.
- Developing enhanced reports and analyzing data to identify potential issues.
- Coordinating with advisors on tax planning and estate planning processes.
- Reviewing insurance coverage and identifying opportunities for optimization.
Requirements
To succeed in this role, you should possess:
- A bachelor's degree or higher.
- Professional certifications such as CFP, CPA, CTFA, AEP, MBA, or MSA (strongly desired).
- 5-10 years of experience in family office or related industry.
- Exceptional leadership, communication, and motivational skills.
- Expertise in financial software, Microsoft Office, and CRM systems.
Benefits
Trove FS, LLC offers a comprehensive benefits package, including:
- Discretionary bonuses.
- Generous retirement plan company matching.
- Medical and dental benefits.
- More.
