RSM UK
Family Office Growth Associate Director
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As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions - we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you.
Make an Impact at RSM UK
At RSM, we celebrate individuality, fresh thinking, flexibility and collaboration. Our culture embraces change and gives our people the opportunity to make a difference to themselves, their careers, their teams and the success of RSM and our clients.
Our Family Office team brings together expertise from Tax, Consulting and Audit to support family offices and ultra-high-net-worth families with complex personal, operational and commercial needs. We are looking for an experienced relationship and project management professional to help turn a substantial opportunity pipeline into sustainable, cross-service growth.
This is a practical, delivery-focused role at the centre of our Family Office growth strategy. You will build trusted intermediary relationships, coordinate opportunities from first conversation to engagement and connect clients with the right expertise across RSM.
You’ll make an impact by
Driving pipeline progression
- Work with Family Office partners and directors to prioritise prospects, relationships and opportunities across a pipeline of around 200 ultra-wealthy families and family offices.
- Coordinate follow-ups, scoping, proposals and specialist input from initial identification through to engagement.
- Maintain momentum and accurate pipeline information, including ownership, next steps, fee potential and matters requiring senior input.
- Help manage and develop the Family Office profiling process so priority opportunities and proposals are actively progressed.
Building valuable intermediary relationships
- Develop relationships with private banks, wealth managers, multi-family offices, lawyers, trustees and other advisers who support family offices and ultra-wealthy families.
- Build connections with relevant specialist providers, including property, insurance, recruitment, security and luxury asset advisers.
- Raise awareness of RSM’s cross-service Family Office offering, identify useful introductions and represent the team in focused market activity.
- Support the effective recording and management of referral activity and relationship information in Dynamics.
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Connecting expertise across RSM
- Build strong internal relationships with Tax and Consulting partners, directors and specialists, with Audit involvement where appropriate.
- Translate family objectives into clear internal briefs and help colleagues understand the client context and sensitivities.
- Coordinate multidisciplinary discussions, proposals and workstreams across relevant service lines.
- Help develop repeatable propositions, insight and case studies for common family office needs.
Bringing structure and ownership
- Attend the monthly Family Office senior leadership meeting and ensure agreed actions are progressed.
- Own practical processes for activity, actions, dates, follow-up and reliable business reporting.
- Contribute to focused market activity, insight articles, website content and LinkedIn activity where relevant.
What success looks like
Success will be measured through your contribution to pipeline progression, the value created through external relationships and effective delivery across RSM.
Expectations include
- Supporting the Family Office team’s ambition to secure £3 million of cross-service line wins in FY27 by prioritising opportunities, developing account plans and coordinating the right service line input.
- Contributing to originated work of approximately £250,000 in year one and £400,000 in year two, alongside assisted wins of approximately £600,000 in year one and £800,000 in year two.
- Joining and supporting most of the team’s 30 to 50 potential new client meetings each year, with responsive follow-up, scoping and proposal coordination through to the client’s decision.
- Helping the team prioritise intermediary relationships, attending meetings where appropriate and creating a joined-up RSM connection across the UK firm and internationally.
- Building wider engagement across Tax and Consulting by bringing specialists into suitable opportunities and sharing relevant case studies and market insight.
What we are looking for
Are you someone who thrives on variety, loves learning new things, and enjoys connecting with people? If you can spot inefficiencies in everyday life and are passionate about making improvements, this role is perfect for you!
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We value diverse experiences and perspectives. Here’s what we’re looking for in our ideal candidate:
- Strong relationship-building, stakeholder management, project management and organisational skills.
- Experience in family offices, private clients, wealth management or a related professional services environment.
- Commercial judgement, with the ability to prioritise opportunities and connect client needs with appropriate services.
- Confidence working with senior stakeholders and coordinating across teams without formal authority.
- Clear and thoughtful communication, proactive follow-through and strong commercial awareness.
- Discretion and sensitivity when working with families, advisers and confidential information.
- A collaborative, outcomes-focused approach and the ability to work effectively in a developing area.
What we can offer you
At RSM, we listen to your career goals and aspirations and support you in achieving your short- and long-term ambitions. We offer a flexible reward and benefits package designed to support a fulfilling experience in and out of work.
- Hybrid and flexible working.
- 27 days’ holiday, with the option to purchase additional days.
- Lifestyle, health and wellbeing support, including financial wellbeing tools, an electric car scheme and access to a virtual GP.
- Access to a suite of more than 300 on-demand courses developed by our in-house Talent Development team.
Diversity and Inclusion at RSM
At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion.
At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
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