Senior Analyst/Manager, Family Enterprise Consulting
Deloitte
Regina
3d ago

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The Family Enterprise Consulting practice is a specialist team within Deloitte dedicated to working with families in business together to help them manage the opportunities and complexities unique to family businesses, particularly complex generational transitions.

We are looking for a process and human centered practitioner to join the team and play an integral role in building the Family Enterprise Consulting practice.

Your contribution to the team will center on relationship building, learning, governance, succession planning, conflict resolution, and practice management.

What will your typical day look like?

You will help design custom processes, conversations and presentations aimed to help our HNW / UHNW family clients answer key questions, such as : What is our family ownership vision?

What is the purpose of our wealth? How can we develop our next gen leaders? How do we avoid the negative impacts of wealth?

What governance structures would help us in our communication and decision making? What practices, policies, and agreements will support family engagement and collaboration?

This role will entail project management on an allocated portfolio of client engagements and key responsibilities in supporting the FEC practice.

You will attend and contribute to client meetings, recording and writing up the content and outcomes. You will produce the required materials for meetings and workshops, preparing slide decks and presentations.

You will research topics of interest to families as we work to build out our library of resources and materials. You will support clients in the drafting of client documentation, be it reports, family constitutions, action plans and meeting minutes.

This role takes a multi-disciplinary approach and you will work to engage other professionals (e.g. : external legal counsel, tax, strategy) in service of our family clients.

About the team

It is a privilege to work with enterprising families and to help them manage the complexities they face as individuals in relationship with others, as a family working together, as owners and future owners making decisions that impact their stakeholders, and as employees and executives managing daily operations.

We participate in creating learning environments for our clients that engage family members who range in age from 7 years old to 87 years old.

We actively work to integrate the latest research and practices from the fields of psychology, conflict transformation, human centered design, group facilitation, adult education, and the growing field of family enterprise advising to create a meaningful client experience.

We embrace humility and welcome vulnerability, realizing that we can learn a tremendous amount as observers and participants in the process.

Enough about us, lets talk about you

You are someone with :

3+ years experience in a consulting environment, working with clients in a sensitive nature.

An undergraduate and / or post graduate degree with some combination of Business / Law / Sociology / Anthropology / Psychology / Political Science / Philosophy would be preferred.

Interest in the unique issues that face family enterprises.

Interest and experience in a combination of the following : Family and general systems theory, Anthropology and human-centered design, Organizational psychology or design, Law (shareholders agreements, trusts, family agreements), Mediation or conflict management, Principles of wealth management, Wealth psychology, Strategy consulting, Business governance.

A strong interest in learning about the multi-disciplinary field of family enterprise advising.

Advanced computer literacy with Word, Excel and PowerPoint.

Strong English writing skills.

Willing to travel nationally.

Our shared values While our Purpose guides us and helps explain why we exist, our shared values describe the behaviour we expect from each other at the firm.

They provide common ground to unite us across cultures and geographies. They help us to earn the trust and respect of our stakeholders.

We all commit to living by these shared values, to stay true to the principles they represent, and to honour the legacy from which they came.

They are what sets us apart and makes us Deloitte.Every day, we live our Purpose through the following five shared values :

  • Lead the way : Deloitte is not only leading the profession, but reinventing it for the future. Were also committed to creating opportunity and leading the way to a more sustainable world.
  • Serve with integrity : Deloitte has earned the trust of employees, clients, regulators, and the public for 175 years. Upholding that trust is our single most important responsibility.
  • Take care of each other : We look out for one another and prioritize respect, fairness, development, and well-being.
  • Foster inclusion : We are at our best when we foster an inclusive culture and embrace diversity in all forms. We know this attracts top talent, enables innovation, and helps us deliver well-rounded client solutions.
  • Collaborate for measurable impact : We approach our work with a collaborative mind set, teaming across businesses, geographies, and skill sets to deliver tangible, measurable, attributable impact.
  • The next step is yours

    Sound like The One Firm. For You? Apply NOW!

    At Deloitte, we are all about doing business inclusively that starts with having diverse colleagues of all abilities. Deloitte encourages applications from all qualified candidates who represent the full diversity of communities across Canada.

    This includes, but is not limited to, people with disabilities, candidates from Indigenous communities, and candidates from the Black community in support of living our values, creating a culture of Diversity Equity and Inclusion and our commitment to our , and the .

    By applying to this job you will be assessed against the Deloitte Global Talent Standards. Weve designed these standards to provide our clients with a consistent and exceptional Deloitte experience globally.

    Deloitte Canada has 30 offices with representation across most of the country. We acknowledge our offices reside on traditional, treaty and unceded territories as part of Turtle Island and is still home to many First Nations, M├ętis, and Inuit peoples. We are all Treaty people.

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