Company Overview

Based in Bayport, Minnesota, SRI is a private family office providing professional integrated philanthropic, financial, and individual services to its clients along with traditional wealth management services.

SRI was created in 1996 by Christine and Sarah Andersen to promote their mutual interest in   philanthropy – giving back to the community. That giving takes the form of sharing time, talent, and treasure. Along with their working partners at SRI, they believe strongly in “Building Community and Strengthening Families.”

SRI’s definition of Building Community involves supporting efforts to increase the capacity of the community. Sometimes that means addressing the causes of problems, working on prevention, developing citizenship and leadership skills, providing for immediate needs, and helping people work towards independence. These activities make the community more healthy, informed, safe, educated, productive, beautiful, inclusive, clean, caring, responsible, and interdependent.

SRI provides a wide range of philanthropic services to foundations, corporations, and individuals, including but not limited to the Hugh J. Andersen Foundation and Andersen Corporate Foundation.

Vision Statement

SRI supports the Andersen Family mission to work together to:

• Preserve and pass on Andersen Family history, values, and goals
• Foster family connections and sustain wealth across family branches and generations
• Facilitate philanthropic giving including supporting the Hugh J. Andersen Foundation in perpetuity
• Serve as responsible stewards for their collective ownership of the Andersen Corporation, while respecting diversity and individual choices

Mission Statement

SRI provides individual and collective wealth management and philanthropic services for the descendants of Hugh J. and Jane K. Andersen, including descendants’ spouses, domestic partners, and adopted children, to achieve shared family and individual goals.

The President / CEO Role

The SRI Board of Directors is seeking a confident, highly relational, and ethical leader as its next President/CEO. Working in partnership with the Board and a small team of professionals, the President/CEO will be responsible for the full breadth of SRI family operations, budget, and professional services.

To accomplish the goals and objectives of the Andersen Family, the President/CEO will continue to maintain and develop trustworthy relationships with SRI clients and service providers, such as attorneys, advisors, consultants, and other financial services providers, as well as with key leaders at the Andersen Corporation. With a keen focus on delivering exceptional client service, the President/CEO will act as a mentor and role model for SRI staff, conducting business with the utmost integrity and confidentiality.

Reporting Relationships

The President/CEO will report to the SRI Board of Directors and will have oversight of an office of approximately 7 full-time staff members. The President/CEO will have 3 direct reports, including:

• Vice President & Treasurer, Finance Director
• Vice President & Secretary, Philanthropy Director
• Office Administrator

Key Roles & Accountabilities

The President/CEO will have responsibility for overseeing the SRI team’s efforts to:

• Provide quality professional services to individual, family, corporate, and philanthropic clients in an efficient and caring manner
• Coordinate wealth management services, including but not limited to estate planning and wealth transfer strategies, investment planning, tax planning and compliance, accounting and trust administration services, and risk management reviews provided internally or by outside providers
• Provide personal philanthropy and institutional grants administration
• Provide monitoring and support to maximize responsible stewardship of family assets
• Engage with the family to foster unity and governance
• Coordinate regular family gatherings to provide a forum for discussion, foster communication, and increase family engagement
• Provide on-going financial and philanthropic education for Andersen Family members
• Provide clients with professional, highly personalized, timely, and accurate services on an as needed basis

The Ideal Candidate

The ideal candidate will have proven capability as a leader and manager, possessing a client service focus. They will bring prior experience in wealth management, trust administration, estate planning, tax accounting, or a related field. Ideal candidates will understand the importance of upholding the confidentiality and integrity of all client matters and will have a commitment to helping others through philanthropic and community service.

While no one candidate will have all of the criteria specified below, the ideal candidate will possess the following professional and personal abilities and attributes:

• Proven excellence in team leadership
• Knowledge and insights into wealth preservation and estate planning
• Unquestionable integrity and commitment to privacy and confidentiality
• Experience with strategic planning, to ensure long-term sustainability of SRI
• Ability to communicate effectively with staff, intergenerational family members, vendors, and other partners
• Highly organized, detail-oriented, and deadline driven
• High level of emotional intelligence
• Responsive and client service focused

Minimum Qualifications

• 10+ years of leadership experience
• Bachelor’s degree required; CPA and/or JD preferred
• Prior experience in wealth management, trust administration, estate planning, tax accounting, or a related field
• Ability to work out of the SRI office in Bayport, MN with flexibility for occasional travel; relocation assistance available