High Net Worth Relationship Manager

Vanguard

High Net Worth Relationship Manager enhancing family engagement in wealth planning at Vanguard. Leading discussions and deepening relationships with families of wealth through expert facilitation.

Posted 5/19/2026full-timeScottsdale • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Facilitate family conversations to deepen advisor relationships in wealth systems
Extend and deepen relationships with HNW and UHNW families
Co-lead projects and co-create facilitation approaches
Drive initiatives and coordinate across organizations

Requirements

What you’ll need

5+ years experience in consulting, coaching, and/or advising families of wealth, family businesses, and/or family offices
Experience in facilitating financial, business, wealth planning, and succession planning conversations
Demonstrated success in facilitating and teaching larger groups
Excellent written and oral communication skills
Superior presentation skills to individuals and families

Benefits

Comp & perks

Health insurance
Paid time off
Flexible work arrangements
Professional development opportunities
Retirement plans

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

facilitationcommunicationpresentationrelationship buildingcoachingconsultingteachingproject management