High Net Worth Relationship Manager, Specialist

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.