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Director of Family Office Relations - 19022
Vancouver, BC V6E 2E9 CA | Work from home flexibility TELECOMMUTE CA
Job Description
The firm focuses on small to mid-market growth companies across North America, leveraging a robust network of retail and institutional investors to structure and execute equity and debt financings, M&A transactions, and go-public strategies. They are seeking a seasoned professional to join their team as the Director of Family Office Relations, a critical role in expanding the reach and deepening relationships with family office investors across North America.
Director of Family Office Relation responsibilities:
- Cultivate and manage relationships with key family offices across North America, serving as the primary point of contact between our bank and these investors.
- Lead the marketing and promotion of investment opportunities to family offices, ensuring alignment with their investment goals and strategies.
- Actively expand the bank’s network within the family office community, identifying and onboarding new investors.
- Collaborate with internal teams to structure investment opportunities in a way that maximizes appeal to family offices, balancing risk and return profiles.
- Provide ongoing communication and support to family office investors, including regular updates on portfolio performance, new opportunities, and market trends.
- Offer strategic insights and feedback to internal teams based on family office investor needs and preferences, helping to shape the bank’s investment offerings and approach.
- Event Participation: Represent the bank at industry conferences, networking events, and private meetings with family offices to enhance visibility and foster new relationships.
- Minimum of 5 years of experience in investment banking, private equity, or wealth management, with a focus on family office relations.
- Established and active network within the family office community across North America.
- Strong understanding of family office investment strategies, risk tolerance, and decision-making processes.
- Proven ability to market and sell investment opportunities to sophisticated investors.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with high-net-worth individuals and their advisors.
- Strong strategic and analytical skills, with the ability to align investment opportunities with the specific needs of family offices.
- Bachelor’s degree in finance, business, or a related field. MBA or CFA designation is a plus.
- The discussed salary range is $130,000 – $150,000, plus commission and bonuses depending on experience
- Comprehensive benefits package
- Remote or hybrid working arrangement
Meet Your Recruiter
Cam Macmillan
Managing Director & Co-Founder
Recruiting Specialty: Executive Search & Operations
Cam is passionate about developing world-class teams. That is what he has done as Managing Director and Co-Founder at The Headhunters, and that is what he helps others to do. Cam's clients—a range of Fortune 500 through to owner-managed companies—know him as a strong leader, someone with an extensive network of top talent who delivers on his promises.
Throughout his far-reaching career, Cam has managed manufacturing teams in North America, retail crews, government teams with an international scope, and professional services organizations in Western Canada. Because he understands that great enterprises are made up of people who strive to reach their own full potential every day, his mission is to inspire people to achieve excellence. As an expression of that commitment, Cam sits on the board for the ThresholdImpact Venture Mentoring Service at the University of Alberta and actively mentors entrepreneurs inspired by those who came before him.
Cam is active in the entrepreneurial community throughout Western Canada and has been a member of the Entrepreneurs’ Organization in Vancouver. He is passionate about giving back, and in-line with this value he co-founded ClubNeed, an organization focused on creating unique adventure travel experiences while giving back to communities in Central America. He also volunteers with the Northern Alberta YMCA. Cam is the proud father of three, and is an active cyclist, runner and skier. He has completed a number of marathons, Gran Fondos and triathlons, including Ironman Florida.
