Job summary
Job post source
This job is directly from Family Office Exchange
Job overview
The Chief Membership Officer, titled President of Membership, leads the membership business at Family Office Exchange, driving strategy and execution to support the organization's revenue and member engagement.
Responsibilities and impact
The role involves creating and executing membership strategies, leading sales and service operations, managing member acquisition and retention, analyzing member data, fostering member engagement, and collaborating across departments to integrate membership initiatives.
Experience and skills
Requires a master's degree, proven leadership in membership or related organizations, strong sales and service operation skills, understanding of family offices, and excellent communication and facilitation abilities; preferred 15+ years experience and knowledge in wealth management or related fields.
Career development
The role offers growth opportunities within a collaborative environment, supporting career advancement through leadership of a key revenue-driving function.
Work environment and culture
Family Office Exchange promotes a collaborative work environment with a focus on discretion, member service, and a hybrid work option from their Chicago office.
Company information
Family Office Exchange is an organization focused on serving family offices, providing membership services and thought leadership to support families managing financial capital.
Team overview
The President of Membership is part of the Executive Leadership Team, leading the membership and sales teams to achieve business goals.
Job location and travel
The position is based in downtown Chicago with hybrid work options available.
Unique job features
The role uniquely combines strategic leadership with hands-on management of a sophisticated membership and sales operation in a niche family office community.
Company overview
Family Office Exchange (FOX) is a leading global membership organization that supports ultra-wealthy families, family offices, and their advisors in achieving long-term wealth management and legacy goals. Founded in 1989, FOX provides resources such as peer networking, proprietary research, and advisory services to address the complex challenges of wealth preservation, governance, and family dynamics. The organization generates revenue through membership fees, consulting services, and educational programs tailored to affluent families and their advisors. Known for its pioneering role in the family office industry, FOX emphasizes innovation and collaboration, making it a trusted partner for wealth management professionals worldwide.
How to land this job
Position your resume to highlight your executive leadership capabilities in managing membership-driven revenue streams and your strategic acumen in membership acquisition and retention, as these are core to the Chief Membership Officer role at Family Office Exchange.
Emphasize your experience in designing and leading sophisticated sales and service operations, your ability to analyze membership data to drive engagement and retention, and your skill in collaborating cross-functionally to integrate membership initiatives.
Apply through multiple channels including Family Office Exchange’s official corporate career site and LinkedIn to maximize your application’s visibility and ensure you don’t miss different posting variations or recruiter activity.
Connect with current executives and membership team leaders at Family Office Exchange on LinkedIn; use ice breakers such as complimenting recent membership growth initiatives, asking about how they envision the future of family office membership services, or referencing their thought leadership content on managing complex member needs.
Optimize your resume for ATS by incorporating keywords from the job description such as 'membership strategy,' 'sales and service model,' 'member engagement,' 'CRM systems,' 'data analysis,' and 'executive leadership' to ensure your resume passes automated screenings effectively.
Leverage Jennie Johnson’s Power Apply feature to automatically tailor your resume, identify the best application portals, and find relevant LinkedIn contacts to network with, allowing you to focus your time on preparing for interviews and strategic networking.
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