Global Portfolio Manager — Member Acquisition & Concierge

Global Member Acquisition

• Manage a qualified pipeline of prospective members, including family office principals, investors, entrepreneurs, and business leaders.
• Develop new opportunities through referrals, strategic partnerships, networking and Club introductions.
• Conduct thoughtful, consultative membership conversations focused on understanding each candidate's goals and determining mutual fit.
• Present the Club's membership offering in a highly personalized manner, never through transactional sales.
• Guide qualified candidates through the membership application and onboarding process.
• Maintain accurate CRM records and pipeline visibility.
• Achieve quarterly membership objectives agreed with the Head of Club.

Portfolio Concierge

Become the dedicated relationship manager for every member you personally onboard during their first twelve months.

Responsibilities include:

• Leading personalized onboarding conversations.
• Understanding each member's investment interests, business priorities, and personal objectives.
• Making thoughtful introductions across the Club's global network.
• Following structured engagement milestones throughout the first year.
• Proactively identifying opportunities that create value for each member.
• Supporting members before, during, and after Club gatherings.
• Managing renewal conversations through relationship building and long-term engagement.
• Identifying referral opportunities and high-quality member nominations.

Global Gatherings & Experiences

Support the planning and execution of the Club's flagship experiences, including investor dinners, retreats, private salons, and international gatherings.

Responsibilities include:

• Managing invitations and attendance for your portfolio.
• Ensuring first-time attendees receive thoughtful introductions.
• Facilitating meaningful connections during events.
• Following up after gatherings with personalized introductions and next steps.
• Working closely with the Club Experience team to deliver an exceptional member journey.

Portfolio Development

• Build long-term trusted relationships with members across your portfolio.
• Identify opportunities for deeper member engagement across the Club ecosystem.
• Encourage participation as speakers, hosts, mentors, investors, or community contributors.
• Gather member feedback and share insights to continuously improve the Club experience.
• Maintain detailed CRM records of all meaningful interactions.

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You naturally enjoy building trusted relationships with accomplished individuals and creating value through thoughtful connections.

You likely have:

• 3+ years of experience in private membership organizations, private banking, wealth management, luxury hospitality, family office services, business development, investor relations, executive search, or similar relationship-focused roles.
• Excellent communication and interpersonal skills.
• A consultative, relationship-first approach to business development.
• Outstanding organizational skills and attention to detail.
• The ability to manage multiple high-touch relationships simultaneously.
• Experience working with international clients or UHNW/HNW individuals is highly desirable.
• Fluency in English. Additional languages are an advantage.
• Willingness to travel occasionally for international Club gatherings.

• The opportunity to help shape one of the world's leading private investor communities.
• Daily interaction with accomplished entrepreneurs, investors, family offices, and business leaders from around the world.
• Significant autonomy and ownership over your member portfolio.
• A collaborative international team committed to excellence.
• Competitive fixed compensation with an attractive performance-based incentive structure.
• The opportunity to work from the Club's flagship private clubhouse in Portugal while collaborating with a global community.

This role is ideal for someone who believes exceptional communities are built one trusted relationship at a time and who is passionate about creating lasting value for remarkable people.