President of Membership
Chicago, IL
Full Time
Membership
Executive
Job Title: President of Membership
Location/Team: Chicago/Membership
Date: January 28, 2025
We are seeking to fill the President of Membership (President) role as part of our succession planning here at the Family Office Exchange (FOX). The President is the executive responsible for leading FOX’s membership business which represents the bulk of our revenue. The scope of responsibilities includes building out our membership strategy, managing the execution and effectiveness of the sales and service model and recruitment as well as the development of talent while maintaining a laser focus on fulfilling the dynamic and complex needs of our members.
The President’s role is a rewarding opportunity for someone who possesses a deep appreciation for the power of a membership community, a passion for navigating the challenges with our members and operates with a high level of discretion. If you are at a point in your career where you are understandably proud of your accomplishments, but endeavor to make a larger impact, then serving and guiding a remarkable community of families seeking to make a positive impact with their family and financial capital could be very fulfilling. If this leadership position sounds appealing, we encourage you to contact us about this role. We offer a collaborative work environment, growth opportunities, and competitive benefits to support your career.
President of Membership
The President reports to the Chief Executive Officer and is a key member of FOX’s Executive Leadership Team. The President’s accountability encompasses achieving success at the business level (profit and loss), leading and inspiring the membership and sales team as well as service excellence. The President’s role supports every aspect of the business embracing FOX’s vision and collaborating with colleagues to ensure success across all areas.
Working out of our conveniently located office in downtown Chicago, this role also offers the option to be hybrid.
Duties and Responsibilities
Professional Attributes:
Location/Team: Chicago/Membership
Date: January 28, 2025
We are seeking to fill the President of Membership (President) role as part of our succession planning here at the Family Office Exchange (FOX). The President is the executive responsible for leading FOX’s membership business which represents the bulk of our revenue. The scope of responsibilities includes building out our membership strategy, managing the execution and effectiveness of the sales and service model and recruitment as well as the development of talent while maintaining a laser focus on fulfilling the dynamic and complex needs of our members.
The President’s role is a rewarding opportunity for someone who possesses a deep appreciation for the power of a membership community, a passion for navigating the challenges with our members and operates with a high level of discretion. If you are at a point in your career where you are understandably proud of your accomplishments, but endeavor to make a larger impact, then serving and guiding a remarkable community of families seeking to make a positive impact with their family and financial capital could be very fulfilling. If this leadership position sounds appealing, we encourage you to contact us about this role. We offer a collaborative work environment, growth opportunities, and competitive benefits to support your career.
President of Membership
The President reports to the Chief Executive Officer and is a key member of FOX’s Executive Leadership Team. The President’s accountability encompasses achieving success at the business level (profit and loss), leading and inspiring the membership and sales team as well as service excellence. The President’s role supports every aspect of the business embracing FOX’s vision and collaborating with colleagues to ensure success across all areas.
Working out of our conveniently located office in downtown Chicago, this role also offers the option to be hybrid.
Duties and Responsibilities
- Creating and executing a comprehensive membership strategy aligned with the organization's goals, target markets, and setting membership acquisition and retention targets.
- Leading the development and implementation of strategies to attract new members through marketing campaigns, outreach programs, partnerships, and community engagement.
- Designing and managing a seamless sales and service process that actively engages prospects and members throughout their membership lifecycle.
- Analyzing member data to identify churn risk factors, implementing retention and engagement strategies to encourage continued membership, and addressing member concerns.
- Ensuring active member engagement with FOX content and activities, and creating vibrant cohorts and communities of peer members who actively connect with and learn from each other
- Identifying and communicating the benefits of membership, tailoring offerings to different member segments to maximize their value perception and training the team on relevant content for each cohort group.
- Analyzing and interpreting membership data tracking key metrics, measuring campaign effectiveness, and identifying trends for informed decision-making.
- Engaging with all channels, research, industry studies, market and competitive information and data to keep on top of evolving trends.
- Collaborating with other departments like marketing, events, research and technology to integrate membership initiatives across the organization.
- Master's degree from four-year accredited college or university.
- Proven success leading a membership organization, family office, service firm or a group within a larger company.
- Ability to design and lead a sophisticated sales and member servicing operation
- Fundamental understanding of how family offices operate and their purpose.
- Success with grasping concepts and harnessing insights to create meaningful thought leadership work.
- Capacity to persuasively communicate with both large and small audiences.
- Highly adapted facilitation skills to guide diverse groups toward constructive outcomes.
- High comfort level with utilizing technology tools and platforms.
- Minimum of 15 years of relevant leadership experience.
- Experience in serving and leading a wealth management function, family office or family business.
- Knowledge or designations in key practice areas such as investments, accounting, legal or financial planning.
Professional Attributes:
- Demonstrated facility in navigating across many disciplines simultaneously in a fast-paced, entrepreneurial setting.
- Comfortable with balancing a portfolio of near-term and long-term priorities and leading a team toward meeting their OKRs.
- Committed to process improvement by demonstrating constructive and productive dialog.
- Demonstrated facility in building, managing, and interpreting complex business models.
- Able to engage and energize a team around the vision, mission and values.
- Flexibility and aptitude to move from strategic to tactical and from partnership to independence frequently, while maintaining effective team dynamics.
- Harness CRM systems and membership management software to track member data and engagement.
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
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