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The Sage Intacct Industry Lead for Family Office is responsible for overseeing the successful delivery of Intacct implementations tailored to the unique needs of family offices. This role ensures that projects are executed on time, within scope and budget, and aligned with high-net-worth client expectations. Family offices often demand multi-entity consolidations, intercompany accounting, investment portfolio tracking, and bespoke reporting – and this role requires both strategic insight and hands-on expertise in those areas. As a senior leader, the Industry Lead serves as the trusted advisor for clients and the primary coach for team members delivering in this niche space.
Our Perks Benefits:
· Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
· Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. Lance flexibility: 14 Firm holidays including two floating holidays, Flex PTO, paid family leave, winter break, summer hours and remote work options, so you can balance challenging yourself with taking care of yourself.
· Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, live classes, workshops and seminars offered by our Learning and Development team.
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.
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
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