Manager, Society Relations

🔥 2 minutes ago

🐊 Florida, North Carolina, +1 more states – Remote

🐊 Florida – Remote 🌲 North Carolina – Remote ⚔️ Virginia – Remote

💵 $95k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

🦅 H1B Visa Sponsor

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CFA Institute

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1947

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. It offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations, including the CFA Program, which is known for equipping individuals with the skills necessary for the investment industry. The institute promotes high standards of ethics and professional conduct, and it is involved in research and policy advocacy to shape the future of the finance industry. CFA Institute also facilitates professional networking and offers membership benefits for finance professionals worldwide.

📋 Description

• Build strong working relationships with the boards, staff and volunteer leaders of assigned societies through regular check-ins, planning conversations and follow-up • Understand each society's governance, operating model, member value proposition, leadership dynamics and market context • Support annual business planning, strategic planning, reporting and alignment with CFA Institute service standards • Review business plans and submissions to identify progress, gaps, risks and support needs • Track follow-through on commitments and funded initiatives • Provide practical guidance on governance, board transitions, volunteer engagement and operational effectiveness • Connect societies to relevant tools, training and experts • Help societies develop funding requests, project concepts, budgets and success measures • Monitor progress on funded activities • Coordinate with Society Operations, Communications, Membership, Education, Advocacy, Marketing and other teams • Support regional meetings, conferences, webinars and society leader forums • Deliver occasional consulting and business-planning engagements for societies outside the portfolio • Escalate complex or sensitive governance, financial or reputational issues to senior colleagues • Contribute portfolio insights to AMER planning and reporting

🎯 Requirements

• 5–7 years' experience in association management, professional membership organisations, stakeholder or partnership management, client relationship management, financial services, nonprofit management or a comparable field • Experience managing stakeholder or client relationships and supporting senior volunteers, boards, committees or member-led groups • Background in planning, project coordination, member engagement, governance support or organisational improvement • Experience working across multiple stakeholders, functions or markets • Strong relationship management and consulting skills • Diplomacy and judgement to work well with volunteer leaders • Excellent organisation, planning and follow-through • Ability to manage multiple priorities • Ability to understand a society's needs, turn them into practical next steps, spot risks and escalate them appropriately • Strong written and verbal communication skills • Bachelor's degree • CFA Institute Investment Foundations Certificate or willingness to complete it within an agreed period after joining

🏖️ Benefits

• Eligibility for an annual incentive bonus • 12% employer contribution to a 401(k) or pension plan • Comprehensive medical benefits package • Health coverage • Generous time off • Competitive retirement plans • Flexible work options • Wellbeing and development programs • Remote-first flexibility and autonomy