Wealth Management - Family Engagement and Governance - Executive Director

Min 10 yrs required

Full-time

No

Salary Information

The Executive Director position at . Morgan Wealth Management offers a competitive salary range of $190,000 to $275,000 in the New York, NY area. This salary is dependent on experience, education, and qualifications.

Job Title

Executive Director - Family Engagement and Governance

Experience Information

The ideal candidate for the Executive Director position at . Morgan Wealth Management should have at least 10 years of experience in financial services, with a strong background in financial planning, working with high net worth families and/or family businesses, and advising or consulting wealthy families on non-financial wealth issues. A Bachelor's degree is required, and advanced degrees in business, education, psychology, or curriculum design are preferred. Technical expertise in areas such as law, tax, finance, accounting, and behavioral science is also a plus. The candidate should also have experience in process consulting, curriculum and instructional design, and change management.

H1 and H2 Headings

H1: Executive Director - Family Engagement and Governance at . Morgan Wealth Management
H2: Join Our Team as a Key Leader in Family Wealth Management

H1: Responsibilities of the Executive Director
H2: Collaborate with Clients and Advisors to Address Family Wealth Challenges

H1: Required Qualifications
H2: Experience and Education Requirements for the Executive Director Position

H1: Preferred Qualifications
H2: Advanced Degrees and Professional Designations for the Ideal Candidate

H1: Salary Information
H2: Competitive Salary Range for the Executive Director Position

Bullet Points

- Executive Director position at . Morgan Wealth Management
- Focus on family engagement and governance
- Interdisciplinary, evidence-based approach
- Partner with Financial Advisors and internal stakeholders
- Provide expertise and education to ultra-high net worth clients and their families
- Engage with younger generations and advise on navigating family wealth
- Participate in client meetings and events as an expert
- Become a trusted advisor to clients
- Partner with team members to drive growth and satisfaction
- Develop advisor education on family wealth topics
- Demonstrate thought leadership through publications and presentations
- Collaborate with colleagues across the firm
- 10+ years of experience in financial services
- Bachelor's degree required
- SIE Qualifications and FINRA Series 7, 9/10, and 66 required
- Entrepreneurial and lifelong learner
- Experience in qualitative and quantitative aspects of family wealth
- Trained facilitator with knowledge of curriculum and instructional design
- Strong interpersonal and communication skills
- Professional service orientation
- Ability to travel up to 30% of the time
- Advanced degree in business, education, psychology, or curriculum design preferred
- Professional designations such as CFP, CPWA, and CIMA preferred
- Technical expertise in areas such as law, tax, finance, accounting, and behavioral science a plus
- Competitive salary range of $190,000 to $275,000 in New York, NY area
- 10+ years of experience in financial services preferred
- Strong background in financial planning, working with high net worth families and/or family businesses, and advising or consulting wealthy families on non-financial wealth issues
- Bachelor's degree required
- Advanced degrees in business, education, psychology, or curriculum design preferred
- Technical expertise in areas such as law, tax, finance, accounting, and behavioral science a plus
- Experience in process consulting, curriculum and instructional design, and change management

Bold Headlines

- Join Our Team as a Key Leader in Family Wealth Management
- Collaborate with Clients and Advisors to Address Family Wealth Challenges
- Experience and Education Requirements for the Executive Director Position
- Advanced Degrees and Professional Designations for the Ideal Candidate
- Competitive Salary Range for the Executive Director Position

English

Bachelor's degree required, advanced degree preferred.

Interested candidates should submit their resume and cover letter to [email protected]

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