High Net Worth Relationship Manager

Responsibilities

Facilitate family conversations to deepen advisor relationships in wealth systems

Extend and deepen relationships with HNW and UHNW families

Co‑lead projects and co‑create facilitation approaches

Drive initiatives and coordinate across organizations

Requirements

5+ years experience in consulting, coaching, and/or advising families of wealth, family businesses, and/or family offices

Experience in facilitating financial, business, wealth planning, and succession planning conversations

Demonstrated success in facilitating and teaching larger groups

Excellent written and oral communication skills

Superior presentation skills to individuals and families

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