Family Governance Strategist jobs in United States
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Huntington National Bank · 7 hours ago

Family Governance Strategist

Huntington National Bank is seeking a Family Governance Strategist to join their Wealth Strategy team. This role involves assisting affluent families in navigating family dynamics and implementing governance structures, while also facilitating family meetings and providing educational programs for the next generation.

Asset ManagementFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Design and establish a family governance framework within the Family Wealth offering, which may include a product offering and delivery design
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
Guide the family through the leadership and ownership transition process, ensuring a smooth and deliberate changeover across generations
Develop and deliver educational programs to prepare the next generation with knowledge of finance, investing, philanthropy, and leadership skills for their future roles
Implement mechanisms and serve as a neutral party to address and resolve family conflicts or disputes constructively, preserving family harmony
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
Help the family define its philanthropic mission and develop a comprehensive strategy, aligning tax-beneficial charitable activities with the family's values

Qualification

Family Governance Framework DesignSuccession PlanningConflict ResolutionPhilanthropy ManagementEducational Program DevelopmentMeeting FacilitationTeam CoordinationCommunication Skills

Required

Experience in family governance or wealth management
Strong understanding of family dynamics and conflict resolution
Ability to facilitate meetings and discussions among family members
Experience in succession planning and leadership transition
Knowledge of finance, investing, philanthropy, and leadership education
Ability to coordinate with various advisors such as lawyers, accountants, and investment managers
Strong communication and presentation skills

Preferred

Experience in developing educational programs for next-generation family members
Background in philanthropy management
Experience in designing governance frameworks

Benefits

Health insurance coverage
Wellness program
Life and disability insurance
Retirement savings plan
Paid leave programs
Paid holidays
Paid time off (PTO)

Company

Huntington National Bank

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Huntington National Bank offers consumer, small business, and commercial banking, mortgages, wealth, and insurance services.

H1B Sponsorship

Huntington National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (120)
2024 (118)
2023 (84)
2022 (114)
2021 (67)
2020 (48)

Funding

Current Stage
Public Company
Total Funding
$1.75B
2024-11-18Post Ipo Debt· $1.75B
1978-01-13IPO

Leadership Team

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Donnell White
Senior Vice President - Chief Inclusion Officer
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Dontae Noel
Emerging Payments & Platforms Strategy
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Company data provided by crunchbase