V

Vanguard

Manages investment funds and retirement savings

High Net Worth Relationship Manager - Specialist

Full-TimeUpdated on 10/19/2026Deadline 11/2/26
No salary listed
Mid
Master's
Dallas, TX, USA+3 moreMore locations: Malvern, PA, USA | Charlotte, NC, USA | Scottsdale, AZ, USA
HybridRemote Mondays and Fridays; in-office Tuesday through Thursday. Travel is expected approximately once every other month.
Finance & BankingWealth Management & Financial Advisory
No H1B Sponsorship

About the job

Requirements
  • Experience in family systems theory, family psychology, family education, family business frameworks, behavioral finance, financial therapy, leadership theories, or related areas.
  • At least 5 years of experience consulting, coaching, and/or advising families of wealth, family businesses, or family offices.
  • Experience facilitating one-to-one and group conversations, either virtually or in person.
  • Experience facilitating financial, business, wealth planning, and succession planning conversations in family or planning contexts.
  • Experience in adult training, leadership, process consulting, and coaching.
  • Experience facilitating and teaching large groups and applying new content to create individual and family change outcomes.
  • Experience communicating regularly with ultra-high-net-worth clients.
  • Ability to create educational resources and thought leadership using subject matter expertise.
  • Advanced analytical and facilitation abilities for conveying complex concepts to support change within the family system.
  • Comprehensive understanding of business priorities and the competitive landscape, with 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.
Responsibilities
  • Manage small-scale projects focused on creating family legacy marketing materials and developing family legacy programs.
  • Promote effective family dialogue and strengthen the advisor’s role within the family wealth system.
  • Support clients’ family and wealth transitions with a focus on longer-term financial well-being and the relationship with the family system over time.
  • Strengthen and cultivate relationships with high-net-worth and ultra-high-net-worth families through a systematic, dialogue-driven approach to planning.
  • Deliver family engagement solutions, including one-on-one and group coaching, a standardized family meeting process, and presentations at client events.
  • Develop subject matter expertise and enhance and expand family legacy content offerings.
  • Collaborate as a co-creation partner with business partners across the broader organization.
  • Jointly lead projects and develop facilitation and learning methods to achieve common outcomes and objectives.
  • Develop content, training, instructional design, and adaptable facilitation methods.
  • Present to individuals, families, and larger groups at conference-scale events and workshops.
Desired Qualifications
  • A master’s degree in Psychology.
  • Family Communication and/or Conflict Management Certification.
  • Family Enterprise Certification.

About the company

Vanguard manages mutual funds, exchange-traded funds, and retirement investments for individuals, financial advisers, and institutions. Its Vanguard 500 Index Fund gives investors exposure to large U.S. companies by tracking the S&P 500, while its lineup also includes actively managed stock and bond funds. Clients invest through brokerage and retirement accounts, workplace plans, or advisers, and advisory services build and maintain portfolios around their goals. Fund expenses and advisory fees pay for investment management and account services, with advisory charges based on the assets managed. Founded in 1975, Vanguard is headquartered in Malvern, Pennsylvania, United States.

Company Size

10,001+

Company Stage

Private

Total Funding

$11.2M

Headquarters

Kline Township, Pennsylvania

Founded

1975

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Simplify's Take

What believers are saying

  • U.S. retirement support adds compensation: Vanguard contributes 10% of salary to 401(k)s, plus a match up to 4%.
  • Lower fees support competitiveness: February 2026 cuts reached 84 Vanguard fund share classes across 53 funds.
  • Advisor custody is the next expansion: Vanguard agreed to acquire wealth platform Altruist in August 2026.

What critics are saying

  • Active strategies depend on partners: Vanguard uses over 20 outside managers, including Wellington and T. Rowe Price.
  • Cash awards depend on collective results: Vanguard's U.S. Partnership Plan links payments to company performance and client outcomes.
  • Stewardship faces binding limits: Vanguard's February 2026 Texas settlement restricts climate advocacy for specified U.S. fund holdings.

What makes Vanguard unique

  • Fund investors sit above the company: Vanguard is owned by its funds, which their shareholders own.
  • Costs stay exceptionally low: Vanguard's U.S. funds averaged 0.07% in asset-weighted expenses in 2025.
  • Index investors choose their voting approach: Vanguard Investor Choice applies selected policies to eligible fund shareholders' corporate votes.

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Benefits

  • Best-in-class medical, dental & vision coverage
  • Onsite health clinic & fitness center
  • Health Smart Rewards program
  • Vanguard Retirement Savings Plan
  • Education Benefits
  • PTO
  • Family Planning Benefist
  • Parental leave
  • Personal development opportunities
  • Volunteer Time Off

Growth & Insights and Company News

6 month growth

6%

1 year growth

8%

2 year growth

8%
Yahoo Finance
Oct 12th, 2026
$500K in VOO puts $40,400 into NVIDIA alone as top 10 holdings hit 37.78%

A $500,000 position in the Vanguard S&P 500 ETF (VOO) puts $40,400 into NVIDIA alone, as the chipmaker made up 8.08% of the fund on August 31, 2026. The fund's top 10 holdings account for 37.78%, or $188,900. The S&P 500 weights companies by market value, so NVIDIA's growth lifted its share automatically. Its stock rose 1,005.49% over five years to October 9, 2026, while VOO rose 90.68%. Concentration brings swings. A 2% weekly drop in NVIDIA on that slice costs about $808, roughly five years of VOO's $150 annual fee at 0.03%. Investors who also hold NVIDIA shares or a tech fund may face higher exposure than the fund's weight suggests.

PR Newswire
Sep 9th, 2026
Council for Economic Education launches National Investment Challenge with Vanguard's My Classroom Investor simulation

The Council for Economic Education has launched the National Investment Challenge, a new competition designed to teach high school students foundational investing skills. The challenge will use Vanguard's free My Classroom Investor simulation, where students manage mock 30-year portfolios and respond to market shifts and unexpected events. Early access opens in November, with the competition starting in January 2027. It will include qualifying rounds, state rounds, and culminate in a national final in Philadelphia in May, with teams competing for cash prizes. In the simulation, students choose characters with financial goals and manage portfolios containing stocks, bonds, and ETFs. The programme aligns with CEE Standards and the CFA Investment Foundations exam, helping students build credential-ready skills whilst learning long-term investment principles.

Kalkine Media
Sep 4th, 2026
Vanguard Group Acquires 5.002% Voting Stake in Qantas Airways as Substantial Holder

Catch the latest updates from Australia's premier stock exchange & market indices.

Axios
Aug 26th, 2026
Vanguard pays $4.6B for RIA software startup Altruist

Vanguard is pushing into Fidelity's turf.

PR Newswire
Aug 26th, 2026
Vanguard to acquire AI-forward wealth platform Altruist to expand financial advice reach

Vanguard has entered a definitive agreement to acquire Altruist, an AI-forward wealth technology and custody platform serving financial advisors. The deal, expected to close later this year pending regulatory approvals, aims to expand access to financial advice by enabling advisors to serve more clients efficiently. Vanguard first invested in Altruist in 2020 to increase competition in the registered investment advisor custody space. Following the acquisition, Altruist will operate as a standalone business, retaining its leadership, brand, and operating model whilst gaining access to Vanguard's resources and investment expertise. The transaction terms were not disclosed. Altruist will continue focusing on providing integrated technology solutions for independent financial advisors, combining custody services with portfolio management tools.