Family Office Technology Consulting & Partner Programs Manager

About this role

Responsibilities

• Lead discovery for consulting engagements through stakeholder interviews and process mapping
• Develop prioritized technology recommendations based on business needs
• Coordinate vendor selection processes including RFI/RFP workflows and demo scheduling
• Serve as implementation liaison to align timelines and manage stakeholder expectations
• Develop client-ready deliverables and facilitate leadership readouts
• Maintain consulting toolkit for consistency and scalability
• Act as primary contact for family office clients and technology providers
• Provide guidance on family office technology ecosystems and connect stakeholders
• Coordinate internal stakeholders to ensure quality partner/client experience
• Maintain accurate records and identify relationship risks with mitigation plans
• Plan and execute association programming including webinars and events
• Build production calendar for partner deliverables and track dependencies
• Coordinate event assets and ensure brand standards are met
• Partner with marketing for audience growth and registration workflows
• Capture event outcomes to improve future programming
• Manage sponsor onboarding and deliverables execution
• Ensure sponsor agreements are operationalized in internal systems
• Prepare status updates for leadership and sponsor contacts
• Support renewal readiness by documenting results and program improvements