Vanguard
Scottsdale or Charlotte or Dallas or Fort Worth or Malvern

High Net Worth Relationship Manager, Specialist

HybridPosted 3 weeks ago

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Job details

Location
Scottsdale or Charlotte or Dallas or Fort Worth or Malvern
Work type
Hybrid
Posted
3 weeks ago
Apply on
vanguard.wd5.myworkdayjobs.com

About this role

5+ years advising or facilitating UHNW/HNW families; expertise in family systems, psychology, behavioral finance or related fields; facilitation, coaching and project experience; strong written/oral communication and presentation skills.

What you'll do at Vanguard:

  • facilitating conversations
  • developing content
  • co-leading projects

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About Vanguard

Vanguard
Scottsdale or Charlotte or Dallas or Fort Worth or Malvern