High Net Worth Relationship Manager

Key responsibilities: Facilitate effective communication and planning discussions within families regarding wealth transitions and responsibilities Develop and deliver educational resources and workshops for beneficiaries on responsible wealth stewardship Manage small-scale projects focused on creating family legacy marketing materials and programs

Required qualifications: Master's degree in psychology, family communication, or related fields preferred Minimum of 5 years experience in consulting or advising families of wealth or family businesses Proven track record in project management and facilitation of financial and succession planning conversations Excellent presentation skills for engaging with ultra-high-net-worth clients and larger groups Experience in creating educational resources and thought leadership in family legacy content