High Net Worth Relationship Manager, Specialist
Core
Facilitate family dialogue and wealth stewardship for Ultra-High-Net-Worth (UHNW) families, supporting transitions and long-term financial well-being.
Role type
Senior Family Legacy Specialist (Wealth Management)
Builds
Family engagement solutions, standardized family meeting processes, and educational resources for UHNW clients.
Domain
Wealth Management / Family Systems / Behavioral Finance
Deliverable
client delivery
Required skills
Family systems theory, family psychology, behavioral finance, financial therapy, leadership theories, consulting, coaching, adult training, process consulting, project management, content development, instructional design, facilitation
Preferred skills
Master's in psychology, Family Communication and/or Conflict Management Certification, Family Enterprise Certification
Technologies
N/A
Responsibilities
Collaborate with business units to support clients with assets of $5M+, facilitate financial and succession planning conversations, develop family legacy programs, create educational resources, and present at client events.
Seniority
Senior, hands-on IC with strategic alignment