Relationships and Partnerships Manager

3 weeks ago


Chicago, Illinois, United States Family Office Exchange Full time

Are you a relationship-building professional looking for a new challenge? Do you have a passion for delivering exceptional customer service and driving business growth? If so, we encourage you to apply for the Relationship and Partnerships Manager role at Family Office Exchange (FOX). In this dynamic position, you will have the opportunity to work with high-net-worth families, family office executives, and their trusted advisors.

About the Company

Family Office Exchange (FOX) is a leading membership organization serving multi-generational families, family office executives, and trusted advisors. Our mission is to provide our members with networking, continuous learning, and objective guidance.

Key Responsibilities
  • Establish and maintain strong relationships with assigned clients, understanding their needs and goals.
  • Identify and pursue new business opportunities, working closely with internal teams to develop effective solutions.
  • Develop and implement strategies to drive client engagement and retention.
  • Provide exceptional customer service, responding promptly to client inquiries and resolving issues efficiently.
  • Maintain accurate records of client interactions and communication using CRM software.
Requirements
  • Bachelor's degree required, emphasis in finance, business, or related field preferred.
  • Minimum 7 years of experience in client-facing roles, preferably in ultra-high net worth client service.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Familiarity with CRM software and Microsoft Office tools.
Compensation and Benefits

Family Office Exchange offers a competitive salary range of $120,000 - $150,000 per year, depending on experience. Our comprehensive benefits package includes major medical, dental, and vision care plans, basic and supplemental life insurance, short-term and long-term disability options, and a 401(k) plan. We also offer generous vacation time and holiday pay.

$120,000 - $150,000 annually, depending on experience.



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