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High Net Worth Relationship Manager, Specialist job at The Vanguard Group in Dallas, TX, Scottsdale, AZ, Charlotte, NC, Malvern, PA

July 22, 2026

Title: High Net Worth Relationship Manager, Specialist Locations: Dallas, TX, US.Scottsdale, AZ, US.Charlotte, NC, US.Malvern, PA, US Work modelHybrid Job requisition178044 Vanguard's Family Legacy team works in partnership with other business lines to serve Vanguards Wealth Management high net worth clients of $5 million or more. Vanguard's Family Legacy team focuses on helping families communicate their wealth purpose and wishes, educating beneficiaries on how to be good stewards of the wealth and preparing family members for future roles and responsibilities. Job description Benefits and rewards Vanguard, Wealth Management, Family Legacy Specialist Vanguard's Family Legacy team works in partnership with other business lines to serve Vanguards Wealth Management high net worth clients of $5 million or more. Vanguard's Family Legacy team focuses on helping families communicate their wealth purpose and wishes, educating beneficiaries on how to be good stewards of the wealth and preparing family members for future roles and responsibilities. Degrees and subject matter expertise Demonstrated expertise in disciplines including family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related fields. 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 Experienced practitioner in consulting, coaching, and/or advising families of wealth, family businesses, and or family offices – 5+ years. Experience in client facilitation in one-to-one and group conversations. Experience in facilitating financial, business, wealth planning, and succession planning conversations in the family and or planning context. Experience in adult training, leadership frameworks, process consultation, and coaching models Demonstrated success in facilitating and teaching larger groups and applying new content to generate individual and family change outcomes. Project management Demonstrated success in leading small-scale projects in the effort to develop family legacy marketing material and family legacy program development. 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 facilitate family conversations and deepen the advisor's relationship in the family wealth system, including increased engagement with 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 the firm's generational relationship through time. To extend and deepen the firms' relationships in high net worth (HNW) and ultra-high-net-worth (UHNW) families through a more systemic and conversational approach to planning. To be part of a team that offers a differentiating family engagement capability to the firm, including providing one-to-one and one-to-many coaching, creating a replicable family meeting and engagement process, and presenting at client events client events. To build your own subject matter expertise capabilities to extend and evolve our family legacy offer content and be a co-creation partner with business partners in the larger organization. Expected tasks Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives. Sophisticated thinking and facilitation skills for communicating complex concepts to get change in the family system. Understanding of business priorities, competitive environments, and how your work translates into wealth planning and business outcomes. Proven ability to drive initiatives and coordinate effectively across a highly matrixed organization with peers and senior leaders. Experience in co-leading projects and co-creating facilitation and learning approaches to meet shared outcomes and objectives. Experience in developing content, training programs, pedagogical design, and facilitation strategies with adaptability Travel expected approximately once every other month. This role is one working in a hybrid model which blends the best of both on site and remote working. This role requires crew members to work from home on Monday and Friday and to work onsite at a Vanguard office 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.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

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4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...