Family Wealth Dynamics Specialist
1 day ago
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
- 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
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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Family Wealth Dynamics Specialist
1 month ago
Beverly Hills, California, United States Bank of America Full timeAbout the RoleThis is a unique opportunity to lead initiatives that help families navigate the complexities of wealth by applying advanced methodologies in support of family wealth dynamics and governance. The ideal candidate will have extensive experience in multiparty facilitation, with a proven track record in training and experiential learning. They will...
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Family Wealth Principal
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Beverly Hills, California, United States Bank of America Full timeAbout the RoleThis is a senior leadership position within the Merrill Center for Family Wealth, reporting to the Director of the Center. The successful candidate will be responsible for leading initiatives designed to help families navigate the complexities of wealth by applying advanced methodologies in support of family wealth dynamics and governance.Key...
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Family Wealth Principal
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Beverly Hills, California, United States Bank of America Full timeAbout the RoleThis is a senior leadership position within the Bank of America Merrill Lynch organization, reporting to the Director of the Merrill Center for Family Wealth. The successful candidate will be responsible for leading initiatives designed to help ultra-high-net-worth families navigate the complexities of wealth by applying advanced methodologies...
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