Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard ... Experience in client facilitation in one-to-one and group conversations either virtual or in person.
Vanguard, Wealth Management, Family Legacy Specialist The Family Legacy team at Vanguard ... Experience in client facilitation in one-to-one and group conversations either virtual or in person.
About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our ...
About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our ...
Vanguard is defined in the Oxford Dictionary as "a group of people leading the way in new developments or ideas". Vanguard Adjusters Group is no different. Whether you are a client, an employee or a ...
Vanguard is defined in the Oxford Dictionary as "a group of people leading the way in new developments or ideas". Vanguard Adjusters Group is no different. Whether you are a client, an employee or a ...
Equity Product Strategist
Malvern, PA · On-site
... the team responsible for overseeing Vanguard's global investment product lineup, you'll play a pivotal role in driving innovation across our Equity Product group. This team leads high-impact, cross ...
Equity Product Strategist
Malvern, PA · On-site
... the team responsible for overseeing Vanguard's global investment product lineup, you'll play a pivotal role in driving innovation across our Equity Product group. This team leads high-impact, cross ...
Works in team environment with field sales executives and other internal business partners that impact the success of the group. * Collects and disseminates information back to Vanguard product teams ...
Works in team environment with field sales executives and other internal business partners that impact the success of the group. * Collects and disseminates information back to Vanguard product teams ...
Job Title Network Engineer - Juniper, WAN & Connectivity Services Client The Vanguard Group Location Plano, TX/Wayne, PA/Charlotte, NC/Scottsdale, AZ - Hybrid 3 days onsite Duration 6 months Role ...
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Job Title Network Engineer - Juniper, WAN & Connectivity Services Client The Vanguard Group Location Plano, TX/Wayne, PA/Charlotte, NC/Scottsdale, AZ - Hybrid 3 days onsite Duration 6 months Role ...
Manager, Retail Sales Group
Dallas, TX · On-site
$16.25 - $19.75/hr
About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our ...
Manager, Retail Sales Group
Dallas, TX · On-site
$16.25 - $19.75/hr
About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our ...
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Vanguard is defined in the Oxford Dictionary as ?a group of people leading the way in new developments or ideas?. Vanguard Adjusters Group is no different. Whether you are a client, an employee or a ...
1099 Field Adjuster - Maine
$64K - $85K/yr
Vanguard is defined in the Oxford Dictionary as ?a group of people leading the way in new developments or ideas?. Vanguard Adjusters Group is no different. Whether you are a client, an employee or a ...
... Group, Shared Services Partners, and business leadership, aligning product ambition with execution ... Lead the planning and improvement of Vanguard's product ecosystem by identifying bottlenecks ...
... Group, Shared Services Partners, and business leadership, aligning product ambition with execution ... Lead the planning and improvement of Vanguard's product ecosystem by identifying bottlenecks ...
... for Vanguard's Communications Strategy Group (within Corporate Communications). Serves as a senior communications counselor and spokesperson for Technology related coverage areas, leading the ...
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Malvern, PA · On-site
... Group to translate economic insights into actionable investment intelligence. * Leverage Technical ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
US Economist
Malvern, PA · On-site
... Group to translate economic insights into actionable investment intelligence. * Leverage Technical ... About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the ...
... the senior implementation partner to Portfolio Review Department and Investment Management Group ... Drive continuous improvement in Vanguard's global product implementation process, benchmarking ...
... the senior implementation partner to Portfolio Review Department and Investment Management Group ... Drive continuous improvement in Vanguard's global product implementation process, benchmarking ...
... Vanguard's Communications Strategy Group (within Corporate Communications). Serves as a senior communications counselor and spokesperson for Employer Brand related coverage areas, leading the ...
... Vanguard's Communications Strategy Group (within Corporate Communications). Serves as a senior communications counselor and spokesperson for Employer Brand related coverage areas, leading the ...
... MAS) group. The MAS team leads high-impact, cross-functional investment product strategy work, including stewardship of Vanguard's $1.8 trillion Target Retirement franchise. In this role, you'll ...
... MAS) group. The MAS team leads high-impact, cross-functional investment product strategy work, including stewardship of Vanguard's $1.8 trillion Target Retirement franchise. In this role, you'll ...
... the Financial Services industry or related experience. * Undergraduate degree or equivalent combination of training and experience. * **This group within Vanguard operates in a primarily on-site ...
... the Financial Services industry or related experience. * Undergraduate degree or equivalent combination of training and experience. * **This group within Vanguard operates in a primarily on-site ...
Kia Tire & Lube Service Mechanic
Arlington, TX · On-site
$16 - $18/hr
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
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Kia Tire & Lube Service Mechanic
Arlington, TX · On-site
$16 - $18/hr
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
GM Quick Service Tech
Carrollton, TX · On-site
$15 - $25/hr
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GM Quick Service Tech
Carrollton, TX · On-site
$15 - $25/hr
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
Kia Tire & Lube Service Mechanic
Arlington, TX · On-site
$16 - $18/hr
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
Kia Tire & Lube Service Mechanic
Arlington, TX · On-site
$16 - $18/hr
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
Quick apply
Automotive service: 1 year (Required) Vanguard Auto Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of ...
Diesel Technician
Sherman, TX · On-site
Diesel Technician Join Vanguard, a premier auto dealership group with locations in Arlington, Carrollton, Sherman, Austin. We proudly represent the top brands of Kia, GMC, Volkswagen while providing ...
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Diesel Technician
Sherman, TX · On-site
Diesel Technician Join Vanguard, a premier auto dealership group with locations in Arlington, Carrollton, Sherman, Austin. We proudly represent the top brands of Kia, GMC, Volkswagen while providing ...
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| Aspect | The Vanguard Group | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, CFA, or similar certifications often required |
| Work Environment | Corporate office, investment management setting | Client-facing, financial planning firms or independent practice |
| Industry Usage | Asset management, investment funds | Financial planning, wealth management |
| Primary Role | Managing investment funds, product development | Providing personalized financial advice, planning |
While The Vanguard Group focuses on managing investment funds and developing financial products within a corporate environment, a Financial Advisor works directly with clients to create personalized financial plans and investment strategies. Both roles require similar certifications and industry knowledge, but their daily tasks and work settings differ significantly.
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Full-time
Posted 28 days ago
Vanguard rating
8.7
Based on 64 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
The Family Legacy team at Vanguard collaborates with various business units to support Wealth Management clients possessing assets of $5 million or more. The team's primary objectives include facilitating effective communication regarding wealth purpose and intentions within families, providing educational resources to beneficiaries on responsible wealth stewardship, and equipping family members for future roles and responsibilities.
Degrees and subject matter expertise
- Experience in fields such as family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related areas.
- Degrees such as master's in psychology, Family Communication and/or Conflict Management Certification, or Family Enterprise Certification are preferred.
Facilitation and client relationship experience
- Skilled in consulting, coaching, and/or advising families of wealth, family businesses, and or family offices for at least 5 years.
- Experience in client facilitation in one-to-one and group conversations either virtual or in person.
- Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context.
- Skilled in adult training, leadership, process consulting, and coaching.
- Experience in facilitating and teaching large groups, as well as applying new content to create individual and family change outcomes.
Project management
- Proven track record in managing small-scale projects focused on the creation of family legacy marketing materials and the development of family legacy programs.
Communication
- Excellent written and oral communication skills
- Experience communicating regularly with UHNW clients
- Superior presentation skills to individuals, families, and larger groups for conference-scale events and workshops
- Ability to create educational resources and thought leadership with subject matter expertise
Goals
- To promote effective family dialogue and strengthen the advisor's role within the family wealth system, fostering greater involvement from spouses and next-generation family members.
- To focus on the client's family and wealth transitions with a commitment to the client's longer-term financial well-being and Vanguard's relationship with the family system through time.
- To strengthen and cultivate Vanguard's relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) families by adopting a more systematic and dialogue-driven approach to planning.
- To join a team that delivers unique family engagement solutions to Vanguard, including one-on-one and group coaching, developing a standardized family meeting process, and presenting at client events.
- To develop subject matter expertise, enhancing and expanding our family legacy content offerings, and collaborating as a co-creation partner with business partners across the broader organization.
Expected tasks
- Experience in jointly leading projects and developing facilitation and learning methods to achieve common outcomes and objectives.
- Advanced analytical and facilitation abilities for conveying complex concepts to effectively support change within the family system.
- A comprehensive understanding of business priorities and the competitive landscape, as well as the ability to align individual contributions with wealth planning strategies and desired business outcomes.
- Proven ability to drive business goals and coordinate effectively across a highly matrixed organization with peers and senior leaders.
- Skilled in content development, training, instructional design, and adaptable facilitation.
- Travel expected approximately once every other month.
- This position operates under a hybrid working model, combining the advantages of both onsite and remote work environments. Team members are expected to work remotely on Mondays and Fridays, while reporting in person to a Vanguard office from Tuesday through Thursday.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.