Senior Relationship Manager, Family Office & Advisor Engagement

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 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.