Senior Relationship Manager

Family Office Exchange; Chicago (IL); Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Major medical, dental, and vision care

Life insurance options

401(k) plan

Health Reimbursement Account

Generous vacation and holiday plan

On-site health club

Job summary

Family Office Exchange is seeking a Senior Relationship Manager to engage with multi-generational families and provide top-tier member service. This role demands a blend of client service expertise and proactive relationship management, ensuring successful achievement of revenue targets.

Located in downtown Chicago, the hybrid position offers excellent benefits and opportunities to work with elite clients in finance. Ideal candidates will have a strong background in client services and relevant experience in wealth management or a professional services firm.

Qualifications

• 5+ years providing direct client service to ultra-high net worth clients.
• Experience in wealth management, tax, legal or professional services is a plus.

Responsibilities

• Ensure member utilization of FOX programs and services.
• Lead new member orientations and tailor service recommendations.
• Provide insights and guidance to address member concerns.
• Develop memberships through targeted communications and promotions.
• Capture member needs and information in CRM.

Skills

Client/customer service orientation

Proactive initiative

Strategic thinking

Detail-oriented

Interpersonal and communication skills

Relationship and team building

Technical skills with Office365

Education

Bachelor's degree in finance or business

MBA, JD, CFA, or CPA (preferred)

Tools

CRM systems

Office365 (Word, Excel, PowerPoint, Outlook, Dynamics)

Job description

Family Office Exchange (“FOX”) is the industry-leading membership organization servicing multi-generational families, family office executives, and trusted advisors.

Position Summary

The Senior Relationship Manager is responsible for building, strengthening, and maintaining relationships with assigned family office and/or advisor members, providing customized, high-quality member service, and ensuring successful achievement of annual revenue and renewal rate targets. Responsible for deepening member relationships and obtaining referrals and may be asked to moderate breakout and focus groups at various FOX events.

In this hybrid role, this opportunity is conveniently located downtown Chicago at 100 S. Wacker.

Duties and Responsibilities

• Responsible for ensuring member utilization of various FOX programs and opportunities and the overall membership experience.
• Serves as a Relationship Manager (“RM”) for members, leads new member’s orientation, tailors recommendations of benefits and services to meet specific member needs, monitors and ensures service utilization and engagement, and develops strategies to ensure the highest quality service in member interactions including benchmarking and forum participation.
• Provides insight and guidance to members to effectively address and resolve member concerns and challenges.
• Develops and retains memberships through targeted communication of the benefits of membership and promotion of FOX services designed to address member needs.
• Ensures comprehensive capture of member needs, information, and knowledge in CRM.
• Works to ensure that the right resources are being provided in line with member needs.
• Collaborates with internal teams (Marketing & Strategy, Councils, Sales, Events, etc.) to identify speakers, promote events and encourage attendance, maximize renewal, and upgrade opportunities, share member feedback, and contribute to development of agendas, events, and content for website and collateral materials.
• Identifies consulting opportunities while assisting members with problems and finding solutions. Forwards the opportunity to the appropriate consulting team member.
• Attends, hosts, and/or presents at events to promote FOX and member benefits and to host or moderate peer group dialogue and focus groups.
• Participates in the sales process as a subject matter expert as needed.
• Develops and maintains an effective COI community.
• Performs other duties and responsibilities as may be assigned.

Ideal Professional Experience

• Bachelor’s degree required, emphasis in finance, business, or related field preferred. An advanced degree and/or certification (MBA, JD, CFA and/or CPA) is a plus.
• Minimum of 5 years providing direct client service to ultra-high net worth clients in a single-family office. Experience in wealth management, tax, legal or professional services firm is a plus.

Professional Attributes and Skills

• Strong client/customer service and program delivery orientation.
• Must be proactive, able to take initiative and move issues or projects to closure without supervision.
• Strategic thinker, future oriented.
• Able to deal with unexpected issues in a professional manner and get results.
• Detail oriented with exceptional follow through and organizational skills.
• Excellent interpersonal and communication skills.
• Strong relationship and team building skills.
• Ability to use technology to minimize manual processes including technical skills with Office365 suite (Word, Excel, PowerPoint, Outlook, and Dynamics).

Working at Family Office Exchange (FOX) provides opportunities to interact with enterprise families, family office executives, and their trusted advisors. We are committed to providing our members with networking, continuous learning, and objective guidance. The team at FOX is dedicated to three key pillars for success: collaboration, innovation, and excellence.

FOX offers a robust employee benefits plan, including: major medical, dental and vision care plans; basic and supplemental life insurance for employee and dependents; short and long-term disability options; 401(k) plan; Health Reimbursement Account; transportation and parking deduction option; generous vacation and holiday plan; and an on-site health club at Chicago headquarters.

Family Office Exchange is an Equal Opportunity Employer. For more information, please click the following links: English | Español