High Net Worth Relationship Manager, Specialist

Vanguard

High Net Worth Relationship Manager specializing in facilitating family wealth conversations. Collaborating with families of wealth to enhance their financial well-being and long-term relationships with the firm.

Posted 6/2/2026full-timeScottsdale • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Hybrid work model
Professional development opportunities
Flexible working hours

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client facilitationcommunication skillspresentation skills

Certifications

Conflict Management CertificationFamily Enterprise Certification