High Net Worth Relationship Manager

Job Summary

To support high-net-worth clients with assets of $5 million or more, the full-time High Net Worth Relationship Manager will facilitate family communication regarding wealth stewardship, provide educational resources to beneficiaries, and develop family legacy programs in a hybrid work environment.

Key responsibilities

• Facilitate effective communication and planning discussions within families regarding wealth transitions and responsibilities
• Develop and deliver educational resources and workshops for beneficiaries on responsible wealth stewardship
• Manage small-scale projects focused on creating family legacy marketing materials and programs

Required qualifications

• Master's degree in psychology, family communication, or related fields preferred
• Minimum of 5 years experience in consulting or advising families of wealth or family businesses
• Proven track record in project management and facilitation of financial and succession planning conversations
• Excellent presentation skills for engaging with ultra-high-net-worth clients and larger groups
• Experience in creating educational resources and thought leadership in family legacy content