Global Portfolio Manager — Member Acquisition & Concierge

Description

As Global Portfolio Manager — Member Acquisition & Concierge for the 2056Club , you will own the complete journey of a portfolio of members, from the very first conversation through their successful integration into the Club.

Unlike traditional membership or sales roles, you will accompany members across the full lifecycle: identifying and welcoming exceptional new members, helping deliver the Club's flagship gatherings where relationships are formed, and serving as their dedicated concierge throughout their first year of membership.

Every new member you personally introduce to the Club becomes part of your portfolio. You will build trusted relationships, facilitate meaningful connections, anticipate members' needs, and ensure they experience the Club at its highest standard from day one.

Success is measured not only by memberships attracted, but by the strength of the relationships you cultivate, the quality of each member's experience, and the long-term engagement and retention of your portfolio.

Responsibilities

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.

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.
• Following up after gatherings with personalized introductions and next steps.
• Working closely with the Club Experience team to deliver an exceptional member journey.
• 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.

Qualifications

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.

What we offer

• 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.

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