Family Legacy Specialist

Responsibilities:

• 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.

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

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.

Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Dallas, TX, Malvern, PA

Job ID: Vanguard-170369

Employment Type: FULL_TIME

Posted: 2025-09-23T20:21:00