Family Office Implementation Manager

Website RSM US LLP 

Our Family Office Enterprise team focuses on single, multi and virtual family offices as well as families that are approaching a liquidity event who may benefit from family office structuring. 

Full Job Description

  • This cross line of business team collaborates to assist our clients during all stages of the family office life cycle including creation, sustainability, and restructuring.
  • Our enterprise team of professionals takes a holistic approach through consulting regarding governance, family education and communication, philanthropy, risk management, privacy/data security, and technology outsourcing.


  • Establish strong relationships with our clients by providing them with a white-glove experience.
  • Develop an extensive working knowledge of the tech-enabled services under FamilySight.
  • Manage new client implementations, oversee engagement staff, and work with internal support teams and clients to test sites per specifications and expectations.
  • Provide ongoing support and education to clients and internal support teams via video conferencing, phone, and email.
  • Facilitate problem-solving between client, internal development team, and vendor development team.
  • Lead demonstrations of our tech-enabled services to clients.
  • Plan for and participate in the Sales to Post-Sales internal Hand-off meetings.
  • Schedule, prepare for, and lead the Kickoff Meeting for the client, in collaboration with the client support team.
  • Create a project plan that follows internal guidelines and get approval from the client and client support team.
  • Manage the project plan and provide consistent cadence and communication updates of project plans and status reports to the internal and external teams.
  • Assist businesses with developing policies procedures and training materials during the implementation stages of a new product.


  • BA/BS Degree
  • Minimum 5-8 years of experience in a professional environment
  • Ability to travel to meet client needs and work collaboratively with others in person and remotely
  • Must be a team player and be able to effectively interact with staff at all levels of the firm
  • Strong conceptual, analytical, and problem-solving skills
  • Excellent client skills and customer relationship management skills
  • Openness to workday flexibility, agility, remote work environment, leveraging new tools
  • Effective communication skills, both verbally and in writing
  • Effective time management and prioritization skills
  • Ability to work under pressure, meet deadlines, and work on multiple projects simultaneously
  • Established experience in the family office industry is a plus
  • Demonstrated comfort working in a team environment, including collaborating with senior management to solve difficult organizational challenges

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