Senior Associate

Employment type:

The Position

Northwood Family Office is currently seeking a Senior Associate to expand the firm’s client management team. There are two components to the role:

1.     Client management – assist the client management team with analysis and projects as required.

2.    Investment and Tax planning– contributing to the firm’s proficiency in investment research and tax planning including development and/or review of client strategies, as well as other related projects.

Description of the Role

The individual will be primarily responsible for the following:

·       Assist in the management of client relationships

·       Undertake tax, investment, and other planning-related work for clients

·       Prepare analyses and reports related to individual client situations

·       Contribute to the firm’s overall knowledge on investment, tax and planning issues

·       Assist in the management of recurring investment, tax and accounting needs for clients

Skills and Experience

The role is ideally suited for a CFA, or CPA with approximately 1-3 years of post-qualification wealth management or family office experience who is looking to continue to build a career in the wealth management industry, rounding out their existing skills with additional complementary knowledge. The successful candidate will possess the following skills and experience:

·       CFA or CPA accounting designation

·       Knowledge and experience in the areas of investment management and tax (personal, trust, and corporate)

·       Strong interpersonal skills, and ideally a history of client relationship management

·       Strong technical skills

·       Excellent written and verbal communication

·       Excellent computer skills (Microsoft Office)

·       Strong organizational skills

·       Self‐starter, high level of initiative, can work independently

·       Ability to work as a member of a team

·       Desire to acquire unique skills and build a long‐term career

·       Ability to integrate quickly and add value

·       Priority will be given to candidates with High Net Worth client and investment experience


Salary and bonus will be dependent on the skill set, experience, and perceived potential of the candidate.

If you are interested in building a career at Northwood, please email your resume and cover letter to The subject of your email should be in the following format: Your Full Name – The Position You’re Applying For (i.e. Sarah Smith – Associate).

Don’t feel you have every qualification listed here?  Our qualifications are a guideline, however, we recognize and appreciate that people bring many experiences and backgrounds to their work and we celebrate that.

An ideal candidate does not have to meet every qualification, so if you’re interested, please apply and tell us more about what excites you to join our great team!

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