Experience working with senior executives in private wealth, with a basic understanding of the private market and family office space.
Demonstrated ability to work independently and a strong inclination to learn.
Minimum of 2 years of relevant experience in private wealth, financial services, or related fields.
BA degree preferred.
Requirements:
Engage with investors and family principals to build and maintain strong relationships.
Manage a portfolio of 40 members with a focus on renewal and member satisfaction.
Identify and pursue new membership opportunities through targeted outreach and using a database of former members to generate leads.
Drive membership growth through effective communication and relationship-building strategies, including participation in conferences to connect with prospective families.
Job description
Position Title: Membership Manager
The Membership Manager plays a pivotal role in fostering relationships with high-net-worth individuals and families. This position requires a blend of independence and a willingness to learn, making it ideal for candidates who thrive in dynamic environments. The Membership Manager will engage with senior executives, understanding the nuances of the private market and family office space. The role emphasizes relationship building, persistence, and effective time management, particularly in a remote work setting. Candidates should be prepared to manage a diverse portfolio of clients while contributing to the company's growth and maintaining its strong culture. This position offers a unique opportunity to work with accomplished professionals and contribute to a collaborative team.
Membership Manager Responsibilities
Engage with investors and family principals to build and maintain strong relationships
Manage a portfolio of 40 members with a focus on renewal and member satisfaction
Identify and pursue new membership opportunities through targeted outreach
Utilize an extensive database of former members to generate leads
Demonstrate persistence in relationship management while being sensitive to client needs
Efficiently manage time to meet outreach and engagement goals
Participate in conferences to connect with prospective families
Drive membership growth through effective communication and relationship-building strategies
Membership Manager Requirements
Experience working with senior executives and a basic understanding of the private market and family office space
Demonstrated ability to work independently and a strong inclination to learn
A minimum of 2 years of relevant experience is required
Knowledge of the private wealth and financial services sector
A BA Degree is preferred
Benefits
15 days of paid time off, non-negotiable
Company closure between Christmas and New Yearβs
401k plan with a 6-7% match
Comprehensive benefits summary provided
If you are a Membership Manager looking to take the next step in your career, apply now!
