Financial & Risk Services Manager

Position Summary:

Are you a dynamic leader with a passion for financial management and risk mitigation? Do you thrive in an environment where strategic thinking meets operational execution? Luck Family Office Department is seeking a Financial and Risk Services Manager to oversee financial and risk-related relationships, primarily with financial institutions and personal insurance groups. This key role is responsible for leading a team dedicated to delivering exceptional financial accounting, reporting, and risk management services to our clients.

Key Responsibilities:

Leadership and Team Development:

• Lead and inspire the financial and risk services team to achieve greater performance.
• Create and implement tax plans in collaboration with various company teams.
• Foster a holistic team environment with technical and client cross-training, internal and external learning opportunities, and Values-Based Leadership.
• Encourage innovative thinking to improve team norms and operational efficiency.
• Sponsor appropriate assignments to help team members realize their potential and support their long-term aspirations.
• Foster an environment where people and technology thrive together.

Financial Accounting and Reporting (25%):

• Implement, direct, and oversee financial accounting, reporting, and compliance programs for family entities.
• Conduct periodic internal reviews to ensure compliance with policies and procedures.
• Develop creative financial reports and educational materials for family members and stakeholders.

Insurance Management (35%):

• Oversee and manage family property, casualty, medical, and employment insurances.
• Partner with insurance groups to handle placements, renewals, and claims.
• Educate family members on risk elements, preventative actions, and their roles in incident management.
• Develop and distribute family insurance summaries and reports.

Banking, Cash Management, and Investments (20%):

• Enhance systems for managing cash transactions, reinvestments, and deployment.
• Review, authorize, and approve all cash wires, payments, and transfers.
• Support the Family Investment Committee in managing family financial assets.

Contract Oversight and Management (10%):

• Review, negotiate, and manage business contracts and intellectual property.
• Ensure accuracy and clarity in contract terms and provisions.
• Support family members and stakeholders in contract negotiations.
• Monitor contract renewals, extensions, and communications.

Risk Management and Cyber Security (10%):

• Identify risks affecting the family’s financial health, legal compliance, and reputation.
• Partner with IT and financial banking groups to safeguard systems and protect assets.
• Stay updated on the latest cybersecurity threats and mitigation techniques.
• Develop and implement best practices to reduce the risk of data and asset theft.

Qualifications:

• Proven leadership experience in financial and risk management
• Strong knowledge of financial accounting, reporting, and compliance
• Experience with insurance management, banking, cash management, and investments
• Ability to review and negotiate contracts effectively
• Understanding of cybersecurity principles and practices
• Excellent communication and team collaboration skills
• 10 years of experience

• Bachelor’s degree in finance, accounting, or business

• CPA preferred

• Proficient computer skills including Windows based software (Excel, Word, Outlook, and PowerPoint)

• Demonstrated leadership in previous roles, advancement, and leading with a vision

Important announcements:

Luck Stone is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

• Luck Stone is proud to be a drug-free workplace and pre-employment testing is mandatory for anyone who receives an offer for employment. EEO
• Luck Stone also conducts a background check and is compliant with E-Verify.