Family Office Technology Consulting & Partner Programs Manager

Family Office Technology Consulting & Partner Programs Manager
Position Summary
Own the end-to-end delivery of family office technology consulting engagements while managing relationships with technology providers, association partners, and sponsors. This role coordinates sponsored programs and association events (virtual and in-person), ensures contractual deliverables are executed on time and to standard, and serves as a key connector between members/clients, internal stakeholders, and external partners.

Key Responsibilities

Family Office Technology Consulting

• Lead discovery for consulting engagements: stakeholder interviews, current-state process mapping, pain-point identification, and future-state requirements definition.
• Translate business needs into technology requirements (data, reporting, integrations, controls, cybersecurity/privacy considerations) and develop prioritized recommendations.
• Coordinate vendor landscapes and selection processes: manage RFI/RFP workflows, schedule demos, organize evaluation criteria, capture feedback, and synthesize findings.
• Serve as implementation proxy/liaison when engaged: align timelines, manage questions and terminology across stakeholders, track risks/issues, and support change management and adoption planning.
• Develop client-ready deliverables (assessment reports, roadmaps, executive summaries, and board-level presentations) and facilitate readouts with leadership teams.
• Maintain a repeatable consulting toolkit (templates, interview guides, requirements libraries, scorecards, and project trackers) to increase consistency and scalability.

Relationship Management (Clients, Members, and Partners)

• Act as a primary point of contact for assigned family office clients/members and technology providers; maintain regular touchpoints, capture priorities, and drive follow-through.
• Provide consultative guidance on family office technology ecosystems (core systems, data flows, integration approaches) and connect stakeholders to appropriate resources.
• Coordinate internal stakeholders (sales, events, marketing, operations, subject matter experts) to ensure a consistent, high-quality partner/client experience.
• Maintain accurate partner/client records, engagement notes, and deliverables status in relevant systems (CRM, trackers, shared repositories).
• Identify relationship risks (service gaps, misaligned expectations, timeline slippage) early and propose mitigation plans.

Association Events & Program Delivery

• Plan and execute association programming (webinars, workshops, roundtables, and in-person events), including speaker coordination, agendas/run-of-show, logistics, and post-event follow-up.
• Build and manage an integrated production calendar for all partner/sponsor deliverables across content and event channels; track dependencies, approvals, and deadlines.
• Coordinate event-related assets (speaker bios, slides, promotional copy, registration details, sponsor collateral) and ensure brand/quality standards are met.
• Partner with marketing to support promotion and audience growth; coordinate registration workflows and attendee communications.
• Capture event outcomes and insights (attendance, engagement, sponsor satisfaction, lessons learned) to improve future programming.

Sponsor Management & Deliverables

• Manage sponsor onboarding: confirm objectives, timelines, deliverables, and points of contact; ensure a smooth handoff from sales to delivery.
• Own sponsor deliverables execution (content, event inclusions, lead/engagement reporting where applicable) and proactively manage scope, timelines, and approvals.
• Ensure sponsor agreements are operationalized in internal systems: deliverables trackers, asset repositories, and reporting templates.
• Prepare clear status updates for internal leadership and sponsor contacts; escalate risks and propose options to preserve outcomes.
• Support renewal readiness by documenting results, feedback, and opportunities for improved packaging/program design.

Qualifications

Required

• 5+ years of experience across a combination of technology consulting, program/project management, partner/sponsor management, account/relationship management, or association/events operations.
• Demonstrated ability to manage multiple workstreams and deadlines using project trackers and calendaring tools.
• Strong written and verbal communication skills, including comfort presenting to executives and facilitating cross-functional discussions.
• High attention to detail with strong documentation habits (requirements, meeting notes, decisions, deliverables tracking).
• Proficiency with Microsoft 365; comfort learning and administering CRMs and event/webinar platforms.
• Ability to handle confidential information with discretion and sound judgment.

Preferred

• Experience supporting family offices, wealth management, private banking, private investment offices, or adjacent UHNW services.
• Working knowledge of family office technology categories (general ledger/partnership accounting, portfolio accounting/aggregation, CRM, document management, reporting/BI, data integration, cybersecurity).
• Experience running vendor selection processes (RFI/RFP, demo orchestration, scorecards) and/or supporting implementations.
• Experience delivering sponsor programs and measuring outcomes (engagement metrics, pipeline/supporting reports).
• Familiarity with association programming and member experience best practices.

Success Measures (First 6–12 Months)

• Consulting engagements delivered on time with clear requirements, actionable recommendations, and strong client satisfaction.
• Sponsor/partner deliverables executed with high accuracy and minimal last-minute escalations; stakeholders have real-time visibility to status.
• Association events delivered smoothly (speaker readiness, logistics, run-of-show execution) with documented outcomes and improvements captured.
• Clean, reliable partner/sponsor records and repeatable workflows that reduce manual follow-up and enable scalable program management.

Reporting & Work Environment

Reports to: COO and SME for Family Office Technology & Operations
Location: Chicago area preferred, hybrid office/remote (fully remote possible for right candidate)
Travel: 15% of time for on-site client work and events.

 

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