Family Office Tech Consulting & Partner Programs Manager - Family Office Exchange

Family Office Partnership Program Manager Position Summary Manage relationships of partnerships, consulting projects, and event planning. Own the end-to-end delivery of family office operations and technology selection engagements while managing relationships with technology providers, association partners, and sponsors. This role coordinates sponsored programs and association events (virtual and in-person), ensures contractual deliverables are executed on time and to standard, and serves as a key connector between members/clients, internal stakeholders, and external partners.

Key Responsibilities

Relationship Management (Clients, Members, and Partners)

• 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.

Association Events & Program Delivery

• 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.

Sponsor Management & Deliverables

• 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.