Manager, Family Wealth Alliance Member Programs

Your opportunity

The Family Wealth Alliance (FWA) connects the multifamily wealth community. We are the only membership organization focused on multifamily wealth firms: multifamily offices, high-end wealth management firms, trust companies, and the family office practices of private banks and law and accounting firms. Since 2003, we have curated a collaborative, peer-led network united by shared values and fueled by a desire to serve clients and the industry at the highest level.

Our membership represents the epicenter of industry thought leadership. We help our members build and foster key relationships through our vast resources, conferences, events, and peer networking opportunities, as well as industry-first research initiatives. Our Alliance Research arm has released more than 30 industry reports and benchmarking studies since our founding, establishing us as the authority on North American multifamily offices.

The FWA Program Manager supports all programming, including content development and program/event activities. In this role, you’ll be a key member of a small but mighty team with ample opportunities to build high-level professional connections and make significant contributions to a fast-growing organization. We are a boutique organization. The ability to embrace an entrepreneurial environment and act as a utility player supporting the entire team is essential. Excellent organization and communication skills are required. Experience with content development and event management is desirable.

This position reports to the Senior Director of Member Experience.

Primary Duties Or Responsibilities

Program Management

• Plan educational and professional development content, including gathering co-chair member input and preparation of guest speakers
• Act as host and facilitator for in-person and virtual community meetings
• Manage member engagement in FWA programs to ensure a vibrant and engaged community
• Lead planning and execution of biannual community awards, including recruitment of judges and nominees, management of nomination and judging process, awards ceremony, and communication with nominees and winners throughout the awards cycle
• Manage a subset of FWA member programs, including but not limited to partnering with internal and client stakeholders to plan, schedule, and produce short video content, social content, and thought leadership
• Manage registration process for community events, including light web management via internal content management system
• Conduct onboarding calls for specified sub-committees to orient members to FWA benefits, connect them with key contacts, source ideas and feedback, and answer questions
• Develop and distribute feedback surveys as appropriate
• Become a subject matter expert over time to help curate compelling, relevant, and valuable programming
  
  

Event Management: In-Person Events

• Identify courses eligible for Continuing Education (CE) credits and articulate learning objectives according to CE board guidelines
• Coordinate CE applications and issue documentation to attendees and CE boards
• Assist with speaker onboarding process; coordinate with corporate vendor management and legal stakeholders
• Execute payment processes for paid speakers
• Set up and manage Q&A software and other event support tools
• Manage registration process for in-person events, including light web management via internal content management system
• Liaise with FWA sponsors regarding their event-related benefits; facilitate communication between sponsors and FWA staff
• Prepare, manage, and socialize internal spreadsheets and other documents related to event activities and attendee networking
• Plan and execute post-event communications to attendees, speakers, and sponsors
• Project manage the creation of event marketing deliverables, ensuring all materials are delivered on time and to correct specifications
• Support event team on site with miscellaneous logistics; assist event attendees on site
• Support custom private gatherings and ad hoc events
  
  

Event Management: Virtual Events

• Leverage video conferencing and editing software to manage virtual event operations for various live and pre-recorded webinars including registration, live troubleshooting and technology support and post-event processes
• Schedule speaker prep calls and ensure technology functionality
• Oversee the recording, editing, and delivery of webinar content to various channels
  
  

Additional future program management as FWA evolves.

What you have

Candidates must have five or more years of program management experience and a client service mentality.

Proven Interpersonal Skills

• Natural relationship builder
• Ability to interact effectively with people at all levels, particularly C-suite executives
• Strong client service orientation
• Thrive in a collaborative environment and enjoy working with a team
• Exhibit sound and accurate judgment; trustworthy, discreet, ethical, and respectful of the confidential aspects of the firm's business and clients
  
  

Excellent Organizational Skills

• Detail-oriented with exceptional follow-through
• Ability to manage time, prioritize, and multitask effectively
• Take pride in completing tasks on time with quality and reliability, as well as proactively identifying and resolving issues in a timely manner
  
  

Strong Oral And Written Communication Skills

• Prompt, polite, and effective communication via phone, email, and in person
• Clear and concise written communication skills with attention to detail
• Professional poise in all interactions
  
  

Motivated and energetic

• Take initiative; seek increased responsibilities and developmental growth
• Creative and self-directed problem solver
• Patient and adaptable to evolving business needs; comfortable with frequent changes in routine and process
  
  

Technical aptitude

• Proficient with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) on Windows OS
• Comfortable learning new technical skills as needed, including but not limited to managing videoconference and webinar software, CRM system, and calendar platforms
  
  

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance