Private Wealth Family Governance & Dynamics Strategist @ Edward Jones

Opportunity Overview

Team Overview

The Edward Jones Generations® team provides an end-to-end, High Net Worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Senior Estate Strategists leverage the extensive resources of our home office and external 3rd party partnerships to serve HNW with complex needs.

What You Will Do

The Family Governance & Dynamics Strategist serves as a senior subject-matter authority focused on helping multi-generational families navigate the human, organizational, and behavioral complexities associated with significant wealth.

Drawing on extensive real-world experience and established academic research, the Strategist develops and advances family governance and dynamics capabilities that enhance client outcomes. The role directly supports complex client situations through the facilitation of multi-generational family meetings, the development of governance frameworks, and guidance addressing family communication, decision-making, succession, and stewardship.

Working collaboratively with advisors, planners, estate strategists, tax strategists, trust officers, and other specialists, the Strategist helps families align their values, relationships, and decision-making structures with their broader wealth and legacy objectives. The role also deploys scalable resources, education, and workflows that enable Generations associates to effectively address family governance and dynamics needs while preserving strategist capacity for the most complex client situations.

Core Responsibilities include

• Design and facilitate structured family meetings, retreats, and working sessions that help families articulate shared values, vision, priorities, and operating principles.
• Guide families in developing appropriate 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 navigating communication barriers, wealth transparency, inheritance expectations, changing family roles, and other sensitive issues associated with significant and multi-generational 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 family governance recommendations complement the family's financial, estate, tax, trust, philanthropic, and business succession strategies.
• Partner with internal and external stakeholders to develop and deliver progressive educational pathways that prepare rising generations for the responsibilities associated with significant wealth.
• Support education related to 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 levels of participation, responsibility, and decision-making.
• Provide subject-matter leadership in the development and deployment of family governance and dynamics resources, including frameworks, assessment tools, workbooks, white papers, meeting guides, and self-directed toolkits.
• Translate leading research and practical experience into actionable resources and methodologies that can be consistently applied across Generations.
• Train and coach Generations associates to recognize family dynamics and governance inflection points, including liquidity events, wealth transitions, estate events, business succession, changes in family leadership, and generational transitions.
• Equip Generations associates to appropriately 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 client situations.

Position Requirements

What Experience You Need

• 10+ 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 HNW or ultra HNW private wealth platform, private bank, family office, or specialized governance consulting firm.
• Bachelor's degree required
• Advanced degree preferred, including a J.D., master's or doctorate in Psychology, Marriage and Family Therapy, Organizational Behavior, Behavioral Finance, or another discipline relevant to family governance, or intergenerational wealth
• Demonstrated experience developing practical family governance resources, methodologies, educational programs, or frameworks for use with complex client families
• Deep specialization in 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 where complex relationships, competing priorities, or generational differences require skilled facilitation
• Experience preparing future generations for responsible ownership and stewardship through progressive 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 necessary to serve as a trusted subject-matter authority to both clients and advisors

*Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

EEO Statement

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account.

Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.