Merrill Center for Family Wealth Associate-Business Support Manager
Core
Develop and deliver insights, content, and educational materials to empower Financial Advisors and engage ultra-high net worth clients on family wealth dynamics, governance, and financial education.
Role type
Business Support Manager (Family Wealth)
Builds
Client family meeting content, Financial Advisor training materials, and educational curriculum.
Domain
Wealth Management / Family Governance
Deliverable
product features
Required skills
Content development, Meeting facilitation, Financial education, Research, Project management, Written communications, Microsoft Office proficiency
Preferred skills
Experience with ultra-high net worth clients, Family office background, Psychology or sociology concentration
Responsibilities
Create tailored content for client family meetings; Develop training materials for Financial Advisors; Support educational curriculum design; Research family wealth dynamics and governance topics; Interface with internal firm partners; Submit team materials for compliance review.
Seniority
Mid-level, hands-on IC