Senior Relationship Manager

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 :

Ideal Professional Experience :

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 :

The team at FOX is dedicated to three key pillars for success :

FOX offers a robust employee benefits plan, including :

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