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Merrill Center for Family Wealth Principal

5 months ago

Los Angeles, United States Bank of America Full time

Core Responsibilities:

- Family Meetings Facilitation - Design, facilitate and follow-through
- Advisor Education/Development - Design and deliver educational offerings and coaching support for Financial Advisors
- Geographic focus: Primary focus is on serving west-coast based Advisors, clients and prospects
- Thought Leadership - Author whitepapers, articles, and other collateral
- Strategic Program Development - Create and execute high-impact initiatives that add strategic capability to the repertoire of the Center in its work with clients and advisors

Work Experience:

- Minimum of 10 years of professional experience with UHNW families ($50MM+ net worth), focused on family meeting facilitation, family dynamics, education and governance
- Expertise in advanced high-tension multiparty facilitation with ultra-high-net-worth (UHNW) individuals and families
- Experience and interest in authoring client-facing and/or Advisor-facing pieces to share family governance insights and considerations
- Previous experience in the financial services industry preferred
- Excellent communication and presentation skills
- Proficiency in Word and PowerPoint

Desired Skills:

- Advanced degree preferred
- Develop strong, open communication channels with colleagues within Merrill Private Wealth Management and across the firm to elicit feedback and promote collaboration on an ongoing basis
- Generate thought leadership and programs that amplify the impact of the Center for Family Wealth
- Serve as an active team player, partnering with other members of the Center team in sharing insights and feedback
- Proactively identify new ideas and topics of interest for group discussion to contribute to the team’s overall success and competitive strength

**Shift**:
1st shift (United States of America)

**Hours Per Week**:
40