Job Description: Vanguard, Wealth Management, Family Legacy Specialist
The Family Legacy team at Vanguard collaborates with various business units to support Wealth Management clients possessing assets of $5 million or more. The team's primary objectives include facilitating effective communication regarding wealth purpose and intentions within families, providing educational resources to beneficiaries on responsible wealth stewardship, and equipping family members for future roles and responsibilities.
Degrees and subject matter expertise
- Experience in fields such as family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related areas.
- Degrees such as master’s in psychology, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred.
Facilitation and client relationship experience
- Skilled in consulting, coaching, and/or advising families of wealth, family businesses, and or family offices for at least 5 years.
- Experience in client facilitation in one-to-one and group conversations either virtual or in person.
- Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.
- Skilled in adult training, leadership, process consulting, and coaching.
- Experience in facilitating and teaching large groups, as well as applying new content to create individual and family change outcomes.
Project management
- Proven track record in managing small-scale projects focused on the creation of family legacy marketing materials and the development of family legacy programs.
Communication
- 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
Goals
- To promote effective family dialogue and strengthen the advisor’s role within the family wealth system, fostering greater involvement from spouses and next-generation family members.
- To focus on the client’s family and wealth transitions with a commitment to the client’s longer-term financial well-being and Vanguard’s relationship with the family system through time.
- To strengthen and cultivate Vanguard’s relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families by adopting a more systematic and dialogue-driven approach to planning.
- To join a team that delivers unique family engagement solutions to Vanguard, including one-on-one and group coaching, developing a standardized family meeting process, and presenting at client events.
- To develop subject matter expertise, enhancing and expanding our family legacy content offerings, and collaborating as a co-creation partner with business partners across the broader organization.
Expected tasks
- Experience in jointly leading projects and developing facilitation and learning methods to achieve common outcomes and objectives.
- Advanced analytical and facilitation abilities for conveying complex concepts to effectively support change within the family system.
- A comprehensive understanding of business priorities and the competitive landscape, as well as the ability to align individual contributions with wealth planning strategies and desired business outcomes.
- Proven ability to drive business goals and coordinate effectively across a highly matrixed organization with peers and senior leaders.
- Skilled in content development, training, instructional design, and adaptable facilitation.
- Travel expected approximately once every other month.
- This position operates under a hybrid working model, combining the advantages of both onsite and remote work environments. Team members are expected to work remotely on Mondays and Fridays, while reporting in person to a Vanguard office from Tuesday through Thursday.
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.
Skills Required
- Experience in family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related areas
- Master's degree in psychology or related field, or certifications such as Family Communication and/or Conflict Management Certification or Family Enterprise Certification
- At least 5 years consulting, coaching, or advising families of wealth, family businesses, or family offices
- Experience facilitating one-to-one and group client conversations, virtual and in-person
- Experience facilitating financial, business, wealth planning, and succession planning conversations
- Skilled in adult training, leadership, process consulting, and coaching
- Experience facilitating and teaching large groups and applying content to achieve individual and family change outcomes
- Proven track record managing small-scale projects related to family legacy marketing materials and program development
- Excellent written and oral communication and superior presentation skills for individuals, families, and conference-scale events
- Experience communicating regularly with ultra-high-net-worth (UHNW) clients
- Ability to create educational resources, thought leadership, content development, instructional design, and adaptable facilitation
- Travel approximately once every other month
- Hybrid work availability: remote Mondays and Fridays; in-office Tuesday through Thursday
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
