Associate Relationship Manager, Councils

Company Description:

Family Office Exchange is a global leader in the ultra wealth advisory marketplace, running a dynamic firm that brings together families of significant wealth and leading advisors across the private wealth industry. FOX is a membership-based professional services firm that provides research, education, and consulting to 500+ members in 22 countries. Founded in 1989, FOX is a well-established firm with offices located in Chicago and London, and managers in New York and Boston.

Job Description:

Sales and Member Support:

• Utilize the research prospect database to uncover applicable candidates to grow the Business Owning Family Council.  Work with the Managing Director to close the membership. 
• Proactively reach out to potential prospects through outbound calling and Emailing campaigns to build prospect pipeline.
• Qualify prospects for lead generationand track lead progress.
• Perform complex and confidential  support functions including developing written correspondence and replies to inquiries 
• Maintain Council member and prospect lists, including scheduling calls for each member or prospect
• Leverage CRM database, develop work flow processes that efficiently and effectively provide MD of Councils with all relevant prospect information needed to close outside sales (new member sales).  
• Create and maintain all hard copy and electronic files, including  data entry into CRM tool.  Trend CRM data to develop profiles of prospects likely to close for efficiencies in lead generation tactics.
• Research and build networks and pipeline for lead generation through outbound calling-campaigns, industry networking events and professional associations/affiliations.
• Complete reporting on Council cash flow and renewal schedule, including process for monthly renewals
• Facilitate web profile creation and ongoing maintenance and create and distribute member IDs and passwords, as needed.

Meeting Support:

• Perform complex and confidential administrative functions including developing written correspondence, presentation materials and replies to inquiries
• Contribute content to and share member feedback with the other departments of the firm.
• Under the direction of MD of Councils, liaise with content experts to develop agendas and content plans for Council meetings.
• Plan all logistics related to Council Meetings including speaker support, material preparation, venue selection and vendor relations.
• Coordinate speakers; support MD in agenda setting;
• Manage all content relevant to Councils (Knowledge Center storage and retrieval, handout and materials preparation, post meeting staff debriefs, support facilitation of content repurposing sessions, etc.)

Ideal Professional Experience:

• Bachelor’s degree in a related field from an accredited college or university
  
• Knowledge of the private wealth industry preferred
  
• 1 to 2 years experience in a related field; experience with a member based, or professional service organization highly desired

Personal Characteristics:

• Relationship management skills; ability to effectively communicate with diverse group of individuals, develop relationships with others, pick up and respond to client cues (internal and external), and effective service client requests
  
• Organization and planning skills; ability to manage multiple tasks simultaneously and to ensure timelines are met or beat
  
• Implementing and coordinating skills – ability to liaise with a diverse group of individuals and to organize resources and content in an efficient and effective manner; ability to execute plans within a team environment
  
• Learning and researching skills – demonstrated professional and intellectual curiosity; capable of self directed learning needed to execute increasingly complex tasks and to grow with the organization
  
• Writing skills – ability to create written communication in various forms and formats for highly sophisticated audiences and with little supervision
  
• Problem solving skills– ability to collaborate, brainstorm and experiment with a variety of options to find the best fit solution for a particular business problem or member need
  
• Proof reading and checking skills – fine attention to detail; executing work at the highest quality standard

FOX offers a competitive benefits package, including medical, dental, vision, disability, and life insurance; a 401(k) plan; and a generous paid-time-off program. Salary for this position is commensurate with experience.

To apply, send your resume and cover letter to careers@familyoffice.com and identify your position of interest in the
subject line.

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