Talent.com
Senior Relationship Manager
Senior Relationship ManagerFamily Office Exchange • Chicago, IL, US
Senior Relationship Manager

Senior Relationship Manager

Family Office Exchange • Chicago, IL, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
  • [filters_job_card.quick_apply]
[job_card.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 Powered by JazzHR
    • [job_alerts.create_a_job]

    Relationship Manager • Chicago, IL, US

    [internal_linking.similar_jobs]
    Institutional Relationship Manager

    Institutional Relationship Manager

    Stella Contracting, Inc • Chicago, Illinois, USA
    [job_card.full_time]
    About the Role : The Institutional Relationship Manager is responsible for developing maintaining and expanding relationships with institutional clients to drive business growth and achieve organiza...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager

    Relationship Manager

    Global Payment Holding Company • Chicago, Illinois, USA
    [job_card.full_time]
    Every day Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit debit prepaid and merchant services.Our worldwide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Relationship Manager II, Business Banking SVP

    Senior Relationship Manager II, Business Banking SVP

    Wintrust • Lansing, Illinois, USA
    [job_card.full_time]
    Wintrust provides community and commercial banking specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated sol...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Corporate Relationship Manager VP / SVP

    Corporate Relationship Manager VP / SVP

    Associated Bank • Chicago, IL, US
    [job_card.full_time]
    At Associated Bank, we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your g...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Engagement Manager

    Senior Engagement Manager

    ServiceNow, Inc. • Chicago, IL, United States
    [job_card.full_time]
    It all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Relationship Manager

    Director, Relationship Manager

    Bank of Montreal • Chicago, Illinois, USA
    [job_card.full_time] +1
    Commercial Sales & Service.This role supports BMOs National Industries Team (NIT) within the Commercial Bank.NIT provides national coverage of a diversified client base notably mid-corporate co...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Account Relationship Manager

    Account Relationship Manager

    Agency 967 • Chicago, IL, US
    [job_card.full_time]
    Are you passionate about presenting products that are nothing short of 'awe-inspiring' to your clientele? Step right in to join Agency 967 - a growth-oriented contract furnishings sales age...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    U.S. Private Bank National Client Banker Relationship Manager

    U.S. Private Bank National Client Banker Relationship Manager

    JPMorganChase • Chicago, Illinois, USA
    [job_card.full_time]
    We are actively looking for exceptionally talented individuals who are collaborative confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Strategy & Enablement Director

    Relationship Strategy & Enablement Director

    Grant Thornton • Chicago, Illinois, USA
    [job_card.full_time]
    Grant Thornton is seeking a Relationship Strategy & Enablement Director to join the team.Approved office locations can be found below. At Grant Thornton our unique combination of scale and agili...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Relationship Banker

    Relationship Banker

    Old National Bancorp • Chicago, IL, US
    [job_card.full_time]
    The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Banking Relationship Manager VP

    Business Banking Relationship Manager VP

    Associated Bank - Corp • Chicago, IL, United States
    [job_card.full_time]
    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Franchise Banking Relationship Manager

    Franchise Banking Relationship Manager

    Old National Bank • Chicago, IL, United States
    [job_card.full_time]
    Franchise Banking Relationship Manager.US-IL-Chicago | US-MI-Troy | US-MN-St Louis Park | US-WI-Milwaukee | US-IN-Indianapolis | US-TN-Nashville. Lending / Commercial / Consumer / Credit.Old National Bank...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    National Broker Relationship Manager

    National Broker Relationship Manager

    Chubb • Chicago, Illinois, USA
    [job_card.full_time]
    The National Broker Relationship Manager is responsible for leading Chubb Workplace Benefits enterprise-wide engagement and relationship management with key national broker partners.This role overs...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - Headquarters • Chicago, IL, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Manager I - Business Banking

    Relationship Manager I - Business Banking

    Chicago Staffing • Chicago, IL, US
    [job_card.full_time] +1
    Relationship Manager I - Business Banker.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Relationship Manager Digital Payments (Remote-Eligible)

    Principal Relationship Manager Digital Payments (Remote-Eligible)

    Capital One • Chicago, Illinois, USA
    [filters.remote]
    [job_card.full_time] +1
    Principal Relationship Manager - Digital Payments (Remote-Eligible).This Principal Relationship Manager is responsible for leading the client management efforts for our top technology partner relat...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Account Relationship Manager Executive

    Account Relationship Manager Executive

    Maine Staffing • Chicago, IL, US
    [job_card.full_time]
    Senior Account & Relationship Executive.Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology.Our portfolio offers s...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior CRE Banker & SVP — Growth & Relationship Leader

    Senior CRE Banker & SVP — Growth & Relationship Leader

    Wintrust Financial Corporation • Chicago, IL, United States
    [job_card.full_time]
    A leading financial institution in Chicago is seeking a Senior Commercial Real Estate Banker / SVP.In this role, you will manage and grow a portfolio of commercial real estate clients, facilitating b...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]