Operations Manager

🔥 13 hours ago

🐊 Florida, North Carolina, +2 more states – Remote

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

💵 $83k - $110.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Lead implementation of the Research Foundation's strategic plan and annual priorities • Track progress against objectives and KPIs and report to Board leadership • Coordinate and lead governance activities supporting the Board of Trustees and committees • Prepare Board meetings and support succession planning • Lead the annual Vertin Award nomination and selection process • Develop and maintain project tracking tools, reporting mechanisms, and operational processes • Coordinate communication and collaboration between the Research Foundation, RPC, and CFA Institute stakeholders • Liaise with Research Directors on research and publication pipelines, priorities, and agenda development • Track projects through development, review, and publication • Lead content promotion activities and contractor relationships • Engage with CFA societies to grow awareness of Research Foundation content • Monitor operational priorities, dependencies, timelines, and risks • Escalate issues and recommend process improvements

🎯 Requirements

• Demonstrated experience leading or supporting governance bodies, boards, committees, or executive leadership groups • Strong understanding of governance practices, budgeting, and nonprofit or association operations • Experience driving complex projects and operational management initiatives • Strong strategic planning and organizational skills across multiple, competing priorities • Proven ability to build trusted stakeholder relationships and lead cross-functional collaboration in matrixed organizations • Excellent written, verbal, and presentation communication skills • Proficiency with workflow management and project tracking tools • Familiarity with the investment industry, CFA Institute, and/or CFA societies preferred • Experience working closely with Board leadership as a strategic partner • Experience within nonprofit, foundation, association, or membership-based organizations • Experience with promotion or marketing programs, and managing external vendor, contractor, or agency relationships • Familiarity with investment research, publishing, or thought leadership organizations • Advanced project management certification or governance-related training

🏖️ 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