"Alerted.org

Description

The Family Governance Strategist is a member of the Wealth Strategy team who assists Huntington’s most complex clients to navigate the challenging elements of family dynamics. Specifically, this individual will help affluent families create and implement structures, policies, and communication channels for shared wealth. The Strategist will work in concert with primary relationship managers to help facilitate family meetings, develop common mission statements, and provide next-gen education on topics that the families prioritize. In addition, the position will assist in developing original, thought-leadership for broad use by primary relationship managers, and participate in the Wealth brand building effort through professional presentations and media efforts.

Duties and Responsibilities:

•Framework Design: Design and establish a family governance framework within the Family Wealth offering, which may include a product offering and delivery design.

Meeting Facilitation: Plan and moderate family meetings or retreats, in concert with the primary relationship manager, as a neutral third party to ensure structured, productive conversations and decision-making on shared goals and values.

Succession Planning: Guide the family through the leadership and ownership transition process, ensuring a smooth and deliberate changeover across generations.

Education and Mentorship: Develop and deliver educational programs to prepare the next generation with knowledge of finance, investing, philanthropy, and leadership skills for their future roles.

Conflict Resolution: Implement mechanisms and serve as a neutral party to address and resolve family conflicts or disputes constructively, preserving family harmony.

Coordination with Advisors: Coordinate and align the work of existing planning team members, and external advisors, such as lawyers, accountants, and investment managers, to ensure a cohesive and integrated strategy.

Philanthropy Management: Help the family define its philanthropic mission and develop a comprehensive strategy, aligning tax-beneficial charitable activities with the family's values.

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Compensation Range:

$93,000 - $189,000

The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.