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Merrill Center for Family Wealth Principal
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Full-time
- 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.
- 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.
- 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.
- Thought Leadership - Author whitepapers, articles, and other collateral
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