What are the responsibilities and job description for the Managing Director | Twin Cities (West Metro Preferred) position at PeopleWise Consulting MN?
Twin Cities (West Metro Preferred) | Part-Time (15-20 hrs./week) | PT Salary - $60k-$70k
Our client is building a newly emerging family office, the next chapter for a 70 year agricultural and financial enterprise and is seeking a highly strategic, business-minded individual to help shape and support it.
This is a rare part-time opportunity offering real flexibility, a blend of independent work and strategic influence, and meaningful accountability for repositioning and building long-term, generational growth engines. The role is wide-ranging by design, drawing on capabilities spanning Chief of Staff, COO, CIO, CFO, Controller, and trusted advisor.
The position partners closely with ownership to build infrastructure, guide investment strategy, and steward multi-generational wealth across a complex, multi-entity ecosystem, sitting at the intersection of strategy and execution as a trusted advisor to the CEO/Chair and family members.
The Opportunity
Reporting to the CEO & Chair, this role supports the vision, values, and mission of the enterprise. Working closely with two Boards and two Managing Directors, the position contributes to long-term growth strategy across several operating platforms.
Day-to-day accountability centers on accounting and financial reporting across a growing family office that spans operating businesses, investments, trusts, and philanthropic initiatives. More broadly, the role engages across tax, legal, compliance, finance, risk management, and human resources and supports individual, family, and trust activities with a meaningful hand in governance, legacy planning, and philanthropic priorities.
Key Responsibilities
Strategic Leadership & Family Office Development
- Establish new corporate organizational structure, including formation of LLCs, NewCos, and trusts.
- Partner with LLC Managing Directors and the Advisory Board on governance and key decisions.
- Support legacy planning and multi-generational wealth transfer.
- Define and execute long-term strategy for the family office.
Investment & Portfolio Management
- Develop and provide oversight of portfolio strategy and diversification.
- Coordinate relationships with investment partners, banks, and advisors.
- Support M&A transaction activity and capital deployment.
- Evaluate financing structures and capital allocation.
Financial Oversight & Operations
- Execute accounting operations, ensure GAAP compliance, and deliver financial reporting.
- Execute treasury and cash management functions.
- Coordinate tax strategy, planning, and compliance.
- Implement reporting, financial systems, and data tools.
Entity & Business Oversight
Provide coordination across a multi-entity ecosystem, including:
- The core operating holding company
- An agricultural operating business
- A banking and insurance agency platform
- Affiliated capital holdings and real estate entities
- Family entities, trusts, and philanthropic vehicles (including DAFs)
Governance, Risk & Infrastructure
- Accountable for financial compliance, documentation, and records management.
- Support data security and coordinate vendor relationships.
- Handle trust reporting and interactions with trustees and beneficiaries.
- Evaluate and coordinate external advisors.
Qualifications
- Bachelor's degree with a focus in accounting or finance.
- MBA with finance focus strongly preferred.
- 10 years of experience in an operating company environment.
- Demonstrated success in roles with decision-making authority and accountability for financial outcomes.
- Demonstrated success in problem solving and collaborating with others.
- Demonstrated strategic thinking and negotiation skills.
- Experience across multiple disciplines (finance, operations, investments, governance).
Core Capabilities
- Ability to operate across investments, real estate, operating businesses, and financial strategy.
- Ability to operate independently and function across all levels as needed in a small organization.
- Strong financial acumen (P&L, budgeting, modeling, decision-support analysis).
- Experience with M&A, capital strategy, and portfolio management.
- Comfort working across legal, tax, HR, and banking environments.
- Skilled in financial and data tools to drive insights not just reporting.
Personal Attributes
- High level of discretion and professionalism.
- Independent, self-directed, and solutions-oriented.
- Comfortable operating in a highly visible, trusted advisor role.
- Strong judgment with the ability to challenge and influence stakeholders.
- Naturally curious, with the confidence to question assumptions and propose alternatives.
- Demonstrated ability to work with peers to achieve common goals or support individual divisional goals.
- High emotional intelligence (EQ).
Work Structure
-
Part-time (approx. 15-20 hours/week), with flexibility to expand to full-time.
- Our client is seeking an individual able to make a long-term commitment to a three-generational family office role.
- Initially remote, with possible officing in the Wayzata area.
Why This Role?
This is a rare chance to help build a family office from the ground up working directly with ownership to shape strategy, investments, and long-term impact across generations.
Salary : $60,000 - $70,000