High Net Worth Relationship Manager, Specialist

Vanguard

Vanguard Family Legacy Specialist supporting $5M+ Wealth Management clients through family facilitation, coaching, and education. Developing legacy programs and succession-planning conversations to strengthen multigenerational wealth relationships.

Posted 8/4/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consulting and coaching for high-net-worth families, with a focus on wealth planning, family systems theory, and effective communication. Capable of developing educational resources and facilitating impactful conversations to drive family change outcomes.

Highest-signal resume keywords

Wealth PlanningFamily Systems TheoryCoaching and FacilitationContent DevelopmentPresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ConsultingCoachingFacilitationContent DevelopmentInstructional DesignAnalytical SkillsProject ManagementAdult TrainingBehavioral FinanceFinancial Therapy

Soft Skills

Communication SkillsLeadershipInterpersonal SkillsAdaptabilityTeam Coordination

Industry Keywords

Wealth ManagementHigh-Net-Worth ClientsFamily BusinessSuccession PlanningFamily EducationThought LeadershipFamily Legacy MarketingBusiness PrioritiesCompetitive LandscapeFamily Psychology

About the role

Key responsibilities & impact

Collaborate with business units to support Wealth Management clients with assets of $5 million or more
Facilitate communication about wealth purpose and intentions within families
Provide educational resources to beneficiaries on responsible wealth stewardship
Prepare family members for future roles and responsibilities
Deliver one-on-one and group coaching for high-net-worth and ultra-high-net-worth families
Develop standardized family meeting processes
Present at client events, conferences, and workshops
Lead projects and develop facilitation and learning methods
Develop family legacy marketing materials, programs, educational resources, and thought leadership
Apply analytical and facilitation skills to support change within family systems
Align contributions with wealth planning strategies and business outcomes
Coordinate across Vanguard’s matrixed organization with peers and senior leaders
Develop content, training, and instructional designs using adaptable facilitation

Requirements

What you’ll need

At least 5 years of experience consulting, coaching, and/or advising wealthy families, family businesses, and/or family offices
Experience facilitating one-to-one and group conversations, virtually or in person
Experience facilitating financial, business, wealth planning, and succession planning conversations
Skills in adult training, leadership, process consulting, and coaching
Experience facilitating and teaching large groups
Experience applying new content to create individual and family change outcomes
Proven track record managing small-scale projects involving family legacy marketing materials and programs
Excellent written and oral communication skills
Experience communicating regularly with UHNW clients
Superior presentation skills for individuals, families, and larger groups
Ability to create educational resources and thought leadership using subject matter expertise
Experience or subject matter expertise in family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related areas
Advanced analytical and facilitation abilities
Understanding of business priorities and the competitive landscape
Ability to align individual contributions with wealth planning strategies and business outcomes
Proven ability to drive business goals and coordinate across a highly matrixed organization
Skills in content development, training, instructional design, and adaptable facilitation
Must not require visa sponsorship; Vanguard is not offering visa sponsorship for this position

Benefits

Comp & perks

Hybrid working model
Remote work on Mondays and Fridays
In-person collaboration and connection Tuesday through Thursday
Opportunities for learning and development
Travel approximately once every other month