Sage Intacct Manager

Responsibilities:

• Lead delivery of complex Sage Intacct implementations designed for family offices with diverse needs, such as trust accounting, entity roll-ups, philanthropic tracking, and alternative investment reporting.
• Oversee discovery, solution design, and configuration of Intacct modules to support family office-specific use cases like expense allocations across entities, aggregated reporting, and performance measurement.
• Serve as senior consultant or solution architect on engagements requiring custom investment subledger integrations or bespoke financial statement packages.
• Perform quality assurance reviews of project deliverables with a lens on accuracy, sensitivity, and confidentiality requirements typical of family office clients.
• Maintain 40–60% billable utilization to stay grounded in client work while leading and mentoring the vertical team.
• Design and refine IP assets such as standardized reporting templates (e.g., consolidated balance sheet by family branch), automated allocation journals, and fund transfer workflows.
• Develop a library of best practices covering investment entity management, foundation accounting, and intergenerational wealth tracking.
• Build and maintain a knowledge base of family office-specific tools, third-party applications (e.g., Addepar, Black Diamond), and reporting frameworks.
• Support sales by acting as a subject matter expert in conversations involving privacy, generational stewardship, and non-traditional asset management.
• Collaborate with GTM to craft compelling value propositions for single and multi-family offices, and to customize demo environments that reflect client family structures.
• Author industry content relevant to wealth management trends, tax-aware reporting strategies, and family governance models.
• Attend and speak at family office forums, wealth summits, and industry roundtables to raise firm visibility.
• Mentor and upskill consultants on family office dynamics, including discretion, high-touch service expectations, and white-glove support models.
• Advise on vertical hiring needs, help onboard new team members, and ensure alignment with firmwide delivery and success teams.
• Establish OKRs and strategic growth plans for the family office practice in collaboration with firm leadership.
• Drive roadmap input based on evolving demands such as ESG reporting, digital assets, and increasing compliance complexity

Qualifications:

• 6+ years of ERP or financial systems consulting experience, with expertise in
• Sage Intacct or a comparable platform.
• Hands-on experience with family office operations, including private equity tracking, trust and estate accounting, multi-entity consolidations, and high-net-worth individual (HNWI) reporting.
• Strong understanding of the family office client mindset – including expectations around confidentiality, service quality, and multi-generational planning.
• Proven track record of delivering and architecting ERP systems for family offices, foundations, or wealth management firms.
• Experience building reusable industry assets such as reporting frameworks, allocation templates, or custom dashboards.
• Exceptional communication and interpersonal skills, with the ability to build trust with executives and family principals.
• Ability to balance client delivery with vertical leadership, team coaching, and go-to-market collaboration.
• Familiarity with the broader family office ecosystem, including third-party software providers, custodians, and investment platforms.
  $150 – $187,500 a year