Director of Family Engagement & Learning

Director of Family Engagement & Learning

Director of Family Engagement & Learning
Single Family Office
May 25, 2022
Chicago, IL



  • Well established Single-Family Office in Chicago seeks a Director, Client Solutions to design & implement best-in-class family engagement initiatives that provide an enhanced service & support experience to family members.
  • Opportunity to collaborate with the Board, employees at all levels of the organization as well as external service providers to enhance each family member’s experience & engagement, while implementing and facilitating a family learning strategy.
  • The Firm has a track record of retaining and developing top talent in a culture of excellence and dynamic growth. Competitive compensation package.

Family Engagement & Learning Initiatives

  • Support family in developing internal communications and governance.
  • Working closely with senior management to plan, develop & host annual relationship review meetings with each family member.
  • Assisting with the ongoing development, implementation and ongoing management of a consolidated /family communication portal, including developing a content strategy for the company.
  • Partner with employees and outside service providers to develop, implement and manage an engaging curriculum for family members.
  • Collaborate with key employees to develop and manage product & services collateral to facilitate meaningful communications to family members.
  • Collaborate with HR to organize and implement training & development opportunities for employees that improve our client engagement.
  • Develop and implement a coaching offering for employees with high family touchpoints to support client centric communication and solutions.
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