Relationship Manager

Position Summary:

With coaching from the Managing Director, Membership and Senior RMs, the Relationship Manager ("RM") is responsible for building, strengthening, and maintaining relationships with assigned members, providing customized, high-quality member service, and ensuring successful achievement of annual revenue and renewal rate targets. Also serves as a member of the Referral Task Force with the goal of obtaining referrals.

Duties & Responsibilities:

• Serves as an RM for market segment of the membership, proactively monitoring member renewals and service utilization
• Develops and retains memberships through targeted communication of the benefits of membership and promotion of FOX services designed to address member needs
• Guides member services, welcomes new members, 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
• Serves as a trusted advisor while effectively addressing and resolving member concerns and challenges
• Manages and executes membership renewal processes
• Ensures comprehensive capture of member needs, information, and knowledge in CRM
• Works with all product lines to ensure that the right resources are being provided in line with member need/demand
• 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
• Identify consulting opportunities while assisting members with problems and finding solutions. Forward the opportunity to the appropriate consulting team member
• Attends, hosts, and/or presents at events to promote FOX and member benefits
• Performs other duties and responsibilities as may be assigned

Professional Experience: 

• Bachelor’s degree required; emphasis in finance, business, or related field preferred
• 5+ years business experience in a client facing role within a family office.

Required Skills:

• Strong client/customer service and program delivery orientation
• Strong relationship and team building skills
• Excellent interpersonal and communication skills
• Intellectual curiosity and the ability to ask pointed questions
• Must be proactive, able to take initiative and move issues or projects to closure without supervision
• Able to deal with unexpected issues in a professional manner and get results
• Detail oriented with exceptional follow through and organizational skills
• Office365 CRM
• Ability to prioritize and follow-up
• Excellent active listening and note-taking skills