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SMSF Manager/Senior Manager

•      Manage a team of 4 

•      Will suit a strong manager or senior manager 

•      Progress to an equity partnership role

Client Details

 This is a 2 Partner firm with $3m in revenue based on Sydney's North Shore, they are experts in providing services to ultra wealthy families and business owners from a broad range of industries. They are a growing organisation and have experienced a 30% increase in revenue last year. 

Description 

This is an opportunity to implement real change and efficiency to the current SMSF division.  

  • Find opportunities to grow the current portfolio of funds
  • Review current portfolio (400 funds)
  • Build deep and lasting relationships with clients
  • Be responsible for the training and professional development of your team
  • Utilise Class Super to create efficiencies 
  • Outsource funds overseas
  • Manage the overseas outsource team once up and running

Profile

  • CA/CPA (preferred)
  • Experience managing large SMSF portfolios 
  • Desire to implement genuine change and growth 
  • Desire to progress to a senior management and eventually equity position

Job Offer

  • Excellent remuneration
  • Opportunity for equity
  • Advance to director level
  • Run an entire SMSF division and implement change and efficiency 
  • Convenient North Shore location

Please contact Sarah Mulvenna on sarahmulvenna@future-you.com.au or 0413 891 245