Key Responsibilities

The Family Engagement and Governance Executive Director is a process consulting role focused on taking an interdisciplinary, evidence-based approach collaborating with individuals and families to address the qualitative opportunities, challenges and issues that families face at the intersection of family and wealth. Reporting to the Managing Director of Family Engagement & Governance, this role will partner with Financial Advisors and other internal stakeholders to provide ultra-high net worth (UHNW) clients and their families with family governance and decision-making expertise and relevant education and resources. Responsibilities include but are not limited to:

• Engage with Financial Advisors and clients on 5 topical domains of family wealth which includes;

• rising generation learning & development

• transition planning

• philanthropy

• family governance and decision making

• family dynamics

• Engage and educate with younger generations and recognize and advise on opportunities to engage multiple generations in conversations about effectively navigating family wealth

• Participate in client meetings and client events as subject matter expert

• Become a trusted advisor to clients by delivering expertise and thought leadership in a timely and personal way

• Partner with practice management and team members on driving organizational growth and client satisfaction

• Build advisor education on the five topical domains of family wealth

• Demonstrate thought leadership by publishing whitepapers, and structuring and delivering presentations in a simple to understand conversational manner

• Collaborate with extended team and colleagues across the firm to support overall department goals and objectives

Required Qualifications

• 10+ years proven experience in financial services including, but not limited to financial planning, Affluent/High Net Worth solutions, working with high net worth families and/or family businesses, advising or consulting wealthy families on non-financial wealth issues, experience developing education or professional programs

• Bachelor's degree required

• SIE Qualifications (within first 3 months of employment) FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required, in addition to meeting FINRA continuing education requirements

• Entrepreneurial and Lifelong learner. A strong self-motivator who can work closely with market leaders & practice partners with or without daily contact with one's direct manager

• Broad experience in qualitative and quantitative aspects of family wealth, trained and experienced facilitator, knowledge of curriculum and instructional design, process consultation and change management

• Innovative thinker able to execute future engagement with customers to provide exceptional experience

• Strong interpersonal and communication skills,; strong rapport with advisors and clients of all demographics

• Professional (client) service orientation and skills; consulting experience a plus

• Ability to travel up to 30% of the time for internal projects and client meetings

Preferred Qualifications

• Advanced degree in business, education, psychology and/or curriculum design

• One of the following professional designations/degrees preferred although not required: CFP, CPWA, CIMA, ChFC, CAM, AEP, CWM, CTEP, JD, MBA and/or CPA

• Technical expertise in an area such as law, tax, finance, accounting and/or behavioral science is a plus

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

New York,NY $190,000.00 - $275,000.00 / year