Vanguard, Wealth Management, Family Legacy Specialist
Vanguard’s Family Legacy team works in partnership with other business lines to serve Vanguards Wealth Management high net worth clients of $5 million or more.
Vanguard’s Family Legacy team focuses on helping families communicate their wealth purpose and wishes, educating beneficiaries on how to be good stewards of the wealth and preparing family members for future roles and responsibilities.
Degrees and subject matter expertise
- Demonstrated expertise in disciplines including family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related fields.
- 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
- Experienced practitioner in consulting, coaching, and/or advising families of wealth, family businesses, and or family offices – 5+ years.
- Experience in client facilitation in one-to-one and group conversations.
- Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.
- Experience in adult training, leadership frameworks, process consultation, and coaching models
- Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes.
Project management
- Demonstrated success in leading small-scale projects in the effort to develop family legacy marketing material and family legacy program development.
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 facilitate family conversations and deepen the advisor’s relationship in the family wealth system, including increased engagement with 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 the firm’s generational relationship through time.
- To extend and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning.
- To be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and presenting at client events client events.
- To build your own subject matter expertise capabilities to extend and evolve our family legacy offer content and be a co-creation partner with business partners in the larger organization.
Expected tasks
- Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives.
- Sophisticated thinking and facilitation skills for communicating complex concepts to get change in the family system.
- Understanding of business priorities, competitive environments, and how your work translates into wealth planning and business outcomes.
- Proven ability to drive initiatives and coordinate effectively across a highly matrixed organization with peers and senior leaders.
- Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives.
- Experience in developing content, training programs, pedagogical design, and facilitation strategies with adaptability
- Travel expected approximately once every other month.
- This role is one working in a hybrid model which blends the best of both on site and remote working. This role requires crew members to work from home on Monday and Friday and to work onsite at a Vanguard office 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
- Demonstrated expertise in family systems theory, psychology, education, or finance
- 5+ years of experience advising families of wealth or family businesses
- Excellent written and oral communication skills
- Experience in project management and leading small-scale initiatives
- Skills in developing training programs and facilitation strategies
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.
