High Net Worth Relationship Manager, Specialist

About the role

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. The 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.

Responsibilities

• Facilitate family conversations and deepen the advisor's relationship in the family wealth system, including increased engagement with spouses and next generation family members.
• Focus on the client’s family and wealth transitions with a commitment to the client’s longer-term financial well-being and the firm’s generational relationship through time.
• Extend and deepen the firm's relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning.
• Be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and presenting at client events.
• Build your own subject matter expertise capabilities to extend and evolve our family legacy offer content and be a co-creation partner with business partners in the larger organization.

Requirements

• Demonstrated expertise in disciplines including family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related fields.
• Certification in Family Communication and/or Conflict Management, or Family Enterprise preferred.
• Experienced practitioner in consulting, coaching, and/or advising families of wealth, family businesses, and/or family offices with 5+ years of experience.
• Experience in client facilitation in one-to-one and group conversations, 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 with demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes.
• Demonstrated success in leading small-scale projects in the effort to develop family legacy marketing material and family legacy program development.

Qualifications

• 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 with subject matter expertise.

Skills

• Facilitation and client relationship experience.
• Project management.
• Communication and presentation skills.

Benefits

• Hybrid working model blending on-site and remote working.
• Travel expected approximately once every other month.
• Flexible schedule with crew members working from home on Monday and Friday and onsite at a Vanguard office Tuesday through Thursday.

Pay

Details TBD.

Schedule

Hybrid working model blending on-site and remote working.

Special Factors

• Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.