Manager (Family Office)

Work with exceptional families. Build an exceptional career.

• Visible, high-impact role supporting sophisticated family groups
• Genuine career development opportunities
• Award-winning firm recognised for excellence, flexibility and supportive culture

The Opportunity

Join a high-performing team supporting a select portfolio of diverse, ultra-high-net-worth families. You will play a pivotal role in integrating family strategy, intergenerational planning, governance, tax, legal and wealth advice into tailored, multi-disciplinary solutions.

This role is uniquely varied. You will partner closely with a Director and experienced Partners across both strategic advisory work (family strategy, intergenerational planning, purpose of wealth, governance and education) and full-service Family Office delivery (treasury and cashflow, multi-entity structures, commercial matters, property and lifestyle support). This is a rare opportunity for someone with strong analytical capability, emotional intelligence and a commercial mindset to build deep, long-term relationships and become a trusted member of the team supporting some of Australia’s most prominent families.

What You’ll Do

Together with experienced leaders, you will:

• Deliver integrated Family Office solutions for a select portfolio of ultra-high-net-worth families, bringing together family strategy, intergenerational planning, governance, tax, legal and wealth advice.
• Help shape and run family meetings and workshops, preparing high-quality materials and supporting families to make clear, well-informed decisions.
• Coordinate with internal specialists and external advisers to ensure smooth implementation across entities, structures, investments and philanthropic activities.
• Support treasury and cashflow oversight for complex family groups, helping ensure funds are in the right place at the right time to meet strategic and day-to-day needs.
• Contribute to Family Office consulting engagements that help families define what matters most, clarify purpose of wealth and support next-generation education and engagement.
• Play an active role in refining how the Adelaide Family Office team operates, bringing ideas that enhance client experience, efficiency and collaboration.

About You

You are a considered, commercially minded professional who enjoys working at the intersection of strategy, numbers and people. You combine strong technical capability and high standards with a genuine interest in working closely with families on both strategic and practical matters.

You have:

• A relevant tertiary qualification in Accounting, Commerce, Law or Financial Planning, with CA/CPA (or similar) highly regarded.
• At least 5 years’ experience in a client-facing professional or commercial role (e.g. private client tax, business advisory, wealth, commercial law, banking or corporate finance).
• Strong numerical and analytical capability, with confidence working across entities, structures and complex financial information.
• Exceptional written, verbal and interpersonal communication skills, with the ability to prepare clear, client-ready materials and contribute meaningfully in meetings.
• High emotional intelligence and sound judgement.
• A proactive, service-oriented approach, taking ownership, following through on commitments and consistently delivering high-quality work.
• Genuine interest in family strategy, purpose of wealth, governance and intergenerational planning, and a desire to grow your career in Family Office.

Culture & Benefits

Joining Mutual Trust offers you the opportunity to enjoy:

• Supportive flexible work arrangements.
• Opportunity to purchase up to four weeks’ additional leave each year.
• Inclusive and equitable culture - proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
• Award winning industry leadership - winner of the Euromoney Private Banking Awards 2025 - Australia’s Best for Family Office Services.
• Professional training and development for staff of all levels.
• Yearly health and well-being allowance and ongoing activities.
• Employee assistance program that offers free counselling and support for you and your family.
• Annual performance payment (based on your performance and Firm-wide results).
• Paid community/volunteer days and an award-winning staff giving program.
• Reward and Recognition program.
• Ongoing staff entertainment.

About Us

Mutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.

About Our Team

Mutual Trust has over 220 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across family office, wealth management, accounting, tax, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.

How to Apply

Mutual Trust is a purpose-led organisation. We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled. If these values resonate with you, please submit your application online with the following:

• A cover letter, and
• A detailed resume in Word format.

If you would like more information on this role, please call Kate Farmer on 03 9605 9645.

Only applicants with permanent residency or without visa restrictions will be considered.