We are looking for a Family Learning Specialist who wants to do meaningful work in a collaborative, high-trust environment—someone who takes pride in being an essential part of a team that values camaraderie, professionalism, and client service.

About the Role

We are looking for a team member to assist in the development of values-centric, educational curriculum for the families we serve. This is not a content-development position, but rather one that takes a longer-term view to assist high-net-worth and ultra-high-net-worth families to equip their minor and young adult members, achieve their self-defined goals, and encourage thoughtful, positive stewardship of family wealth for generations. This is a new position, but one that will be structured to fit within the Certus Family Office model that our families are familiar with.

In this role, the Family Learning Specialist will work closely with Certus attorneys and lead advisors, outside educators, family systems professionals, financial advisors, and other specialists to create practical, age-appropriate, family-specific education pathways. These pathways will account for financial literacy, family history, family culture, trust and beneficiary education, philanthropy, governance readiness, stewardship, decision-making, the healthy use of wealth, and more.

The right person for this position will be thoughtful, organized, emotionally intelligent, and comfortable working in a nuanced environment where the goal is not simply to transfer information, but to help families develop agency, purpose, communication, and readiness over time.

Key Responsibilities

1. Curriculum Strategy and Design

Develop family-specific education frameworks that may include:

• • financial literacy and financial fluency;
  • family history and family culture;
  • stewardship and responsibility;
  • philanthropy and generosity;
  • governance participation;
  • values-based decision-making;
  • communication around wealth;
  • rites of passage;
  • milestone-based learning.

2. Family Education Roadmaps

Create practical learning roadmaps tailored for individual families, including:

• • learning goals by generation or household;
  • age-appropriate learning themes;
  • recommended resources;
  • suggested family conversations;
  • parent/grandparent involvement;
  • individual or cohort learning options;
  • governance-readiness pathways;
  • annual education priorities;
  • progress tracking.

3. Support for Family Leads

Work with Certus attorneys and family leads to help them:

• • understand each family’s educational priorities and objectives;
  • track education-related follow-up items;
  • identify when a family needs outside educational resources;
  • prepare for family meetings involving education topics;
  • monitor whether families are staying on track;
  • suggest next-step learning opportunities.

4. Resource Curation and Partner Coordination

Identify, evaluate, and organize outside resources, including:

• • financial education providers;
  • family enterprise educators;
  • philanthropy educators;
  • trust and fiduciary education materials;
  • family systems professionals;
  • adult learning providers;
  • books, articles, videos, exercises, and tools.

What This Role Is Not

This role is not primarily:

• • a tutor;
  • a financial advisor;
  • an investment educator acting as an advisor;
  • a therapist;
  • a family mediator;
  • a legal advisor;
  • a full-time next-gen relationship manager;
  • a person delivering day-to-day content to every child or family member.

Instead, this person is a learning architect and support resource who helps our broader family office platform deliver thoughtful education for all interested families.

Qualifications

Ideal Education and Learning Background

• • Background in education, curriculum design, adult learning, family education, child/adolescent development, educational psychology, family enterprise education, financial education, philanthropy education, or related fields.
  • Ability to design age-appropriate and stage-appropriate learning experiences.
  • Comfort developing practical tools, prompts, exercises, and learning pathways rather than purely academic materials.
  • Intellectual curiosity.

Family Systems Sensibility

• • Strong awareness that wealth affects identity, relationships, motivation, communication, and family dynamics.
  • Ability to support education without increasing entitlement, anxiety, secrecy, comparison, or family pressure.
  • Comfort working in a professional environment.
  • Ability to work with different communication styles, values, concerns, and levels of readiness.

Curriculum and Program Design

• • Ability to build structured but flexible learning pathways.
  • Ability to convert broad goals into practical modules.
  • Ability to sequence learning across age groups and roles.
  • Ability to create resources that family leads and parents can use.

Communication Skills

• • Excellent writing skills.
  • Clear, warm, non-jargony communication.
  • Ability to translate complex topics into human, approachable language.
  • Ability to prepare materials suitable for sophisticated families without sounding institutional or patronizing.

Emotional Intelligence

• • Calm, thoughtful, and mature presence.
  • High discretion.
  • Strong listening skills.
  • Ability to work around sensitive family dynamics.
  • Comfort with ambiguity and incomplete information.

Organizational Skills

• • Ability to maintain learning roadmaps and dashboards.
  • Strong follow-through.
  • Comfort tracking multiple families and multiple stages of work.
  • Ability to support several attorneys and family leads simultaneously.

Why This Role Matters

Your work will have long-lasting, direct impact on how client families achieve their personal and financial goals as expressed through the planning we help them build and guidance we provide.

Interested?

If you are looking for a position where you can grow, take ownership, and be part of a respectful, high-performing team, we would welcome the opportunity to connect. You may contact us and/or send your resume to info@certuslegalgroup.com.