Family Wealth Dynamics Specialist

1 day ago


Beverly Hills, California, United States Bank of America Full time
Job Summary

This role is responsible for leading initiatives that support families in navigating the complexities of wealth through advanced methodologies in family wealth dynamics and governance. The ideal candidate will have extensive experience in multiparty facilitation, training, and experiential learning, with a proven track record in developing and publishing thought leadership.

Key Responsibilities
  • Design and facilitate family meetings to support family dynamics and governance
  • Develop and deliver educational offerings and coaching support for financial advisors
  • Provide subject matter expertise through educational tools, resources, and events
  • Collaborate with colleagues to develop strategic initiatives that add value to the Center's work with clients and advisors
  • Author whitepapers, articles, and other collateral to share family governance insights and considerations
Requirements
  • Minimum of 10 years of professional experience with UHNW families, focused on family meeting facilitation, family dynamics, education, and governance
  • Expertise in advanced high-tension multiparty facilitation with UHNW individuals and families
  • Excellent communication and presentation skills, with proficiency in Word and PowerPoint
  • Desired skills include an advanced degree and the ability to develop strong, open communication channels with colleagues
About the Center

The Merrill Center for Family Wealth operates as a cohesive team with a common vision, placing a premium on collaboration, accountability, and integrity. The Center supports the Financial Advisor/Client relationship, requiring strong relationship management skills, a track record of team-based engagement, and a collaborative, client service-oriented mindset.



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