Private Wealth Family Governance & Dynamics Strategist

Edward Jones

6d•Hybrid

About The Position

The Edward Jones Generations® team provides an end-to-end high-net-worth client experience, partnering with branch teams to deliver ongoing services such as holistic financial planning, tax and estate planning through trusted third parties, plan implementation, reporting, and support. Senior Estate Strategists draw on home-office resources and external partnerships to serve high-net-worth clients with complex needs. The Family Governance & Dynamics Strategist is a senior subject-matter authority who helps multigenerational families navigate the human, organizational, and behavioral complexities of significant wealth. Drawing on real-world experience and academic research, the Strategist advances family governance and dynamics capabilities and directly supports complex client situations through family meetings, governance frameworks, and guidance on communication, decision-making, succession, and stewardship. Working with advisors, planners, estate and tax strategists, trust officers, and other specialists, the Strategist helps families align their values, relationships, and decision-making structures with their wealth and legacy objectives. The role also develops scalable resources, education, and workflows so Generations associates can address governance and dynamics needs while preserving strategist capacity for the most complex client situations.

Requirements

10 or more years of directly relevant experience developing family governance capabilities and providing client-facing guidance in family governance, family dynamics, facilitation, succession, or related disciplines within a high-net-worth or ultra-high-net-worth private wealth platform, private bank, family office, or specialized governance consulting firm.
Bachelor’s degree required.
Demonstrated experience developing practical family governance resources, methodologies, educational programs, or frameworks for complex client families.
Deep specialization advising ultra-high-net-worth multigenerational families on governance structures, succession, stewardship, decision-making, and the transition of wealth and responsibility across generations.
Extensive experience designing and facilitating high-stakes family meetings, retreats, and board-level discussions, particularly when complex relationships, competing priorities, or generational differences require skilled facilitation.
Experience preparing future generations for responsible ownership and stewardship through education in financial literacy, governance participation, fiduciary responsibility, philanthropy, board readiness, and family leadership.
Significant experience advising sophisticated clients and families on high-value, complex decisions, with the executive presence and judgment to serve as a trusted subject-matter authority to clients and advisors.

Nice To Haves

Advanced degree preferred, including a J.D. or a master’s or doctorate in Psychology, Marriage and Family Therapy, Organizational Behavior, Behavioral Finance, or another discipline relevant to family governance or intergenerational wealth.

Responsibilities

Design and facilitate structured family meetings, retreats, and working sessions to help families articulate shared values, vision, priorities, and operating principles.
Guide families in developing formal and informal governance structures, including family constitutions and charters, family councils, advisory boards, decision-making frameworks, and voting or consensus guidelines.
Advise family leaders and rising generations on communication barriers, wealth transparency, inheritance expectations, changing family roles, and other sensitive issues associated with significant multigenerational wealth.
Help families identify and constructively navigate interpersonal and generational dynamics that may affect family cohesion, decision-making, succession, or long-term stewardship.
Partner with the broader advisory team to ensure governance recommendations complement clients’ financial, estate, tax, trust, philanthropic, and business succession strategies.
Work with internal and external stakeholders to develop and deliver educational pathways that prepare rising generations for the responsibilities associated with significant wealth.
Support education in financial literacy, responsible ownership, fiduciary responsibilities, governance participation, board readiness, philanthropy, and stewardship of inherited wealth.
Help families establish development approaches that progressively prepare future generations for appropriate participation, responsibility, and decision-making.
Lead development and deployment of family governance and dynamics resources, including frameworks, assessment tools, workbooks, white papers, meeting guides, and self-directed toolkits.
Translate research and practical experience into actionable resources and methodologies that can be applied consistently across Generations.
Train and coach Generations associates to recognize governance and family-dynamics inflection points, including liquidity events, wealth transitions, estate events, business succession, changes in family leadership, and generational transitions.
Equip Generations associates to integrate governance and dynamics resources into comprehensive wealth planning, creating a scalable service model while preserving strategist capacity for the most complex and high-value situations.

Benefits

Medical and prescription drug coverage
Dental coverage
Vision coverage
Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
Short- and long-term disability coverage
Basic life and basic AD&D coverage
401(k) retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Potential bonuses and profit sharing
Employee Assistance Program