Vanguard
Financial Services
HighNetWorthRelationshipManager,Specialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“High Net Worth Relationship Manager, Specialist at Vanguard. Skills: Family legacy, Wealth management, Client facilitation, Relationship management. Serve high net worth clients. Help families communicate wealth purpose”
What You'll Achieve.
Facilitate family conversations; Deepen advisor relationship; Increase engagement with next generation; Focus on client's financial well-being; Extend firm's relationships; Deepen firm relationships; Generate change in family system; Translate work into business outcomes
Industry & Context.
Sophisticated thinking; Facilitation skills
Work from home Monday, Work from home Friday, Work onsite Tuesday, Work onsite Wednesday, Work onsite Thursday, Travel approximately every other month
What They're Looking For.
Must Have
5+ years consulting, 5+ years coaching, 5+ years advising families, 5+ years advising family businesses, 5+ years advising family offices, Experience in client facilitation, Experience in facilitating financial conversations, Experience in facilitating business conversations, Experience in facilitating wealth planning conversations, Experience in facilitating succession planning conversations, Experience in adult training, Experience in leadership frameworks, Experience in process consultation, Experience in coaching models, Experience communicating with UHNW clients, Experience co-leading projects, Experience co-creating facilitation approaches, Experience co-creating learning approaches, Experience developing content, Experience developing training programs, Experience in pedagogical design, Experience in facilitation strategies, Travel approximately once every other month
Nice to Have
Master's in psychology preferred, Family Communication Certification preferred, Conflict Management Certification preferred, Family Enterprise Certification preferred
What You'll Do.
Serve high net worth clients
Help families communicate wealth purpose
Help families communicate wealth wishes
Educate beneficiaries on wealth stewardship
Prepare family members for future roles
Prepare family members for future responsibilities
Facilitate family conversations
Deepen advisor relationships
Increase engagement with spouses
Increase engagement with next generation
Focus on client family transitions
Focus on client wealth transitions
Commit to client financial well-being
Commit to firm's generational relationship
Extend firm relationships
Deepen firm relationships
Approach planning systemically
Approach planning conversationally
Offer differentiating family engagement
Provide one-to-one coaching
Provide one-to-many coaching
Create replicable family meeting process
Create replicable family engagement process
Present at client events
Build subject matter expertise
Extend family legacy offer content
Evolve family legacy offer content
Co-create with business partners
Co-create facilitation approaches
Co-create learning approaches
Communicate complex concepts
Generate change in family system
Understand business priorities
Understand competitive environments
Translate work into wealth planning outcomes
Translate work into business outcomes
Coordinate across matrixed organization
Coordinate with peers
Coordinate with senior leaders
Develop training programs
Design pedagogical approaches
Design facilitation strategies
How You'll Work.
Team & Collaboration
Partner with business lines; Co-lead projects; Co-create approaches; Coordinate across organization; Work with business partners
Communication Scope
Written communication; Oral communication; Client communication; Presentation skills; Superior presentation; Educational resources; Thought leadership
Process & Methodology
Project management, Small-scale projects
Full Job Description
**Vanguard, Wealth Management, Family Legacy Specialist** Vanguard’s Family Legacy team works in partnership with other business lines to serve Vanguards Wealth Management high net worth clients of $5 million or more. Vanguard’s Family Legacy team focuses on helping families communicate their wealth purpose and wishes, educating beneficiaries on how to be good stewards of the wealth and preparing family members for future roles and responsibilities. **Degrees and subject matter expertise** * Demonstrated expertise in disciplines including family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related fields. * Degrees such as master’s in psychology, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred. **Facilitation and client relationship experience** * Experienced practitioner in consulting, coaching, and/or advising families of wealth, family businesses, and or family offices – 5+ years. * Experience in client facilitation in one-to-one and group conversations. * Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context. * Experience in adult training, leadership frameworks, process consultation, and coaching models * Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes. **Project management** * Demonstrated success in leading small-scale projects in the effort to develop family legacy marketing material and family legacy program development. **Communication** * Excellent written and oral communication skills * Experience communicating regularly with UHNW clients * Superior presentation skills to individuals, families, and larger groups for conference-scale events and workshops * Ability to create educational resources and thought leadership wi
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