Family Office Tech Consulting & Partner Programs Manager

Family Office Exchange supports family offices through partnership, consulting, and event programs. The Family Office Partnership Program Manager manages client, partner, and sponsor relationships; coordinates association events and deliverables; and leads family office technology and operations consulting engagements, including requirements discovery, vendor selection, and client-ready recommendations.

Responsibilities:

• 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
• 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
• 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
• 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

Requirements:

• 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
• 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