Senior Family Governance & Wealth Dynamics Strategist

Edward Jones; Tempe (AZ); On-site; USD 150,000 - 210,000; Full time

Job summary

Edward Jones seeks a Senior Family Governance & Dynamics Strategist to guide multi‑generational families through governance, succession, and wealth‑planning challenges. Based in Tempe, AZ, the role collaborates with advisors and specialists to translate research into practical governance resources and scalable education.

You will design governance structures, lead high‑stakes family meetings, and develop frameworks that align family values with wealth objectives, while training Generations

Qualifications

• Bachelor's degree required.
• Advanced degree preferred in relevant field (e.g., Psychology, Organizational Behavior, Behavioral Finance).
• Experience developing governance resources and frameworks for ultra‑high‑net‑worth families.

Responsibilities

• Design and facilitate governance structures, meetings, and workflows for multigenerational families.
• Develop governance frameworks, charters, and voting/consensus guidelines.
• Coach Generations associates to recognize family dynamics and governance inflection points.
• Collaborate with advisors and specialists to align governance with wealth planning strategies.

Skills

Governance

Facilitation

Stakeholder management

Family governance

Education

Bachelor's degree

Advanced degree preferred

Job description

Edward Jones seeks a Senior Family Governance & Dynamics Strategist to guide multi‑generational families through governance, succession, and wealth‑planning challenges. Based in Tempe, AZ, the role collaborates with advisors and specialists to translate research into practical governance resources and scalable education.

You will design governance structures, lead high‑stakes family meetings, and develop frameworks that align family values with wealth objectives, while training Generations