Technology Relationship & Program Manager (Wealth Management)

Primary Responsibilities

• Technology relationship management (wealth management): Own and grow relationships with technology firms serving the wealth management industry; act as the day-to-day point of contact; coordinate touchpoints; capture needs, priorities, and feedback; and ensure a high-quality sponsor/partner experience.
• Deliverables/program tracking: Maintain an integrated production calendar and tracker for all deliverables (e.g., blogs, webinars, podcasts, and live events); coordinate timelines, approvals, and dependencies; monitor status; and escalate risks to deadlines and quality.
• Administrative and operational execution: Manage intake, scheduling, speaker logistics, run-of-show materials, and follow-up activities to ensure smooth execution across digital and in-person programs.
• Platform and data stewardship: Manage platforms and repositories that store sponsor and partner information (profiles, contacts, contracts/terms as applicable, deliverables, assets, and performance notes); ensure information is accurate, current, and easy to access for stakeholders.
• Cross-functional coordination: Partner with marketing, editorial/content, events, sales, and operations teams to align messaging, meet requirements, and deliver programs on time.
• Reporting and insights: Provide regular updates on pipeline, deliverable status, and program outcomes; identify process improvements and opportunities to scale or standardize workflows.
• Backup Wealth Management Technology SME: Provide secondary coverage for technology subject matter needs (e.g., basic market landscape knowledge, terminology, product categories, and vendor positioning); support research, content development, and internal Q&A as needed.
• Compliance and quality: Follow internal policies and brand standards; ensure required reviews/approvals are completed prior to publishing or events.

Required Qualifications

• 3+ years of experience in partner management, account management, program management, events/content operations, or a related role.
• Demonstrated experience managing multiple workstreams and deadlines using trackers, calendars, and/or project management tools.
• Strong written and verbal communication skills; comfortable coordinating with external partners and internal stakeholders.
• High attention to detail with strong follow-through, organization, and documentation habits.
• Proficiency with common productivity tools (e.g., Microsoft 365) and comfort learning new platforms (CRM, webinar/event platforms, CMS, etc.).

Preferred Qualifications

• Experience in wealth management, financial services, fintech, or B2B media/events serving the advisor community.
• Familiarity with wealth management technology categories (e.g., CRM, portfolio management, financial planning, trading, rebalancing, data/analytics, integrations, cybersecurity, client portal/digital experience).
• Experience supporting webinars, podcasts, and/or live events (speaker management, run-of-show, production coordination).
• Experience maintaining sponsor/partner data in a CRM or similar system and producing status reporting for leadership.

Skills & Competencies

• Relationship management mindset: responsive, professional, and solution oriented.
• Program management: planning, prioritization, risk management, and on-time delivery.
• Operational rigor: consistent documentation, process discipline, and data accuracy.
• Collaboration: ability to align cross-functional teams and manage expectations.
• Analytical thinking: comfort interpreting basic program performance metrics and synthesizing insights.
• Adaptability: able to shift between partner-facing work and internal execution details.

Reporting Relationship

Work Environment & Travel

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