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High Net Worth Relationship Manager, Specialist
Vanguard
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High Net Worth Relationship Manager, Specialist
Scottsdale, North Carolina, United States of America
Full Time
1 week ago
Visa Sponsor
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Key skills
Communication
Presentation Skills
About this role
Role Overview
Facilitate family conversations and deepen the advisor’s relationship in the family wealth system
Focus on clients’ family and wealth transitions
Co-lead projects and develop family legacy marketing material
Requirements
5+ years of experience in consulting, coaching, and/or advising families of wealth
Master’s in psychology, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification preferred
Experience in client facilitation in one-to-one and group conversations
Excellent written and oral communication skills
Superior presentation skills to individuals, families, and larger groups for conference-scale events
Benefits
Hybrid work model
Professional development opportunities
Flexible working hours
Apply Now
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High Net Worth Relationship Manager, Specialist at Vanguard | JobVerse