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Private Wealth Services: Merrill Center for Family Wealth - Wealth Strategist/Governance-Multiple Locations

New York, New York;

Job Description:

Job Description and Responsibilities

This role is primarily responsible for leading initiatives designed to help families navigate the complexities of wealth by applying advanced methodologies in support of family wealth dynamics and governance.  This requires extensive experience in multiparty facilitation, which may be applied to high-tension scenarios, as well as a proven track record in training and experiential learning, to share insights and develop constituents on the topics and disciplines associated with this field of work. Developing and publishing thought leadership is an important component of this role as well as creating initiatives that will have strategic impact for advisors and clients. Ideally, the candidate can demonstrate a research-oriented approach to thought-provoking and practical content development with exceptional written and oral communication skills.

The role supports the Financial Advisor/Client relationship, requiring the candidate to have strong relationship management skills, a track record of team-based engagement, and a collaborative, client service-oriented mindset.  Experience in developing and delivering educational offerings and coaching to Advisors is key.  The Merrill Center for Family Wealth (The Center) operates as a cohesive team with a common vision, placing a premium on collaboration, accountability and integrity.  Projects and initiatives may require coordination with colleagues from across the firm. Thus an enterprise orientation is essential.

Core Responsibilities:

Family Meetings - Design, facilitate and follow-through

Thought Leadership - Author whitepapers, articles, and other collateral

Advisor Education/Development - Design and deliver educational offerings and coaching support for Financial Advisors

Client Education - Provide subject matter expertise through educational tools, resources and events

Strategic Program Development - Create and execute high-impact initiatives that add strategic capability to the repertoire of the Center in its work with clients and advisors  

Job Requirements

Education / Degrees:

  • Advanced degree required

  • Expertise in advanced high-tension multiparty facilitation with ultra-high-net-worth (UHNW) individuals and families

  • Series 7, 63/65 or 66 required (or ability to obtain within 120 days)

Work Experience:

  • Minimum of 10 years of professional experience with UHNW families ($50MM+ net worth), focused on family meeting facilitation, family dynamics, education and governance

  • Experience and interest in authoring client-facing and/or Advisor-facing pieces to share family governance insights and considerations

  • Previous experience in the financial services industry preferred

  • Excellent communication and presentation skills

  • Proficiency in Word and PowerPoint      

Desired Skills:

  • Obtain the confidence and trust of Advisors and clients through subject matter expertise and a thougtful and collaborative approach

  • Develop strong, open communication channels with colleagues within Merrill Private Wealth Management and across the firm to elicit feedback and promote collaboration on an ongoing basis

  • Generate thought leadership and programs that amplify the impact of the Center for Family Wealth

  • Serve as an active team player, partnering with other members of the Center team in sharing insights and feedback

  • Proactively identify new ideas and topics of interest for group discussion to contribute to the team’s overall success and competitive strength

Partner with FAs in client solicitation efforts and generating wealth management strategies for our UHNW clients and prospects. Develop recommendations and assist FA to implement customized planning strategies for UHNW families. Focus on transfer of inter-generational wealth, estate planning, divers/fication of a concentrated position, philanthropy, private planning business succession and retirement planning. Author whitepapers, articles an other material on topics impacting the UHNW client segment. Assist Advisory with the retention of UHNW relationships.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 50% of the time


Talent Acquisition Contact:

Referral Bonus:

Starting Colorado pay:

$ 161,000 annual salary

Starting pay explanation

This is the starting pay, actual offers to be negotiated based on applicant’s skills, experience and education.

Discretionary incentive eligible

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.


This role is currently benefits eligible. We provide industry-leading benefits, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.