Senior Manager, Society Relations

🔥 2 minutes ago

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

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

💵 $110k - $120k / year

⏰ Full Time

🟠 Senior

👔 Manager

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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 relationships for an assigned portfolio of Americas societies, including those with greater scale, complexity or organisational risk • Build trusted relationships with boards, executive directors, staff and key volunteer leaders • Provide advanced consultation on governance, business planning, organisational effectiveness, strategic growth and membership value • Help societies align local priorities with CFA Institute strategy, the Society Operating Model and service standards • Review business plans, year-end reports, funding requests and performance data to assess alignment, risk and impact, and build practical improvement plans • Escalate significant governance, financial, stakeholder or reputational risks with analysis and recommended next steps • Work with societies on project design and funding proposals and track funded initiatives and their impact • Act as an expert and point of escalation for colleagues, share effective practices and contribute to onboarding and team processes • Partner with Membership, Education, Advocacy, Marketing, Institutional Solutions, Communications and Society Operations to coordinate support • Periodically lead consultation and planning engagements for societies outside your portfolio and contribute portfolio insights to regional planning • Travel approximately 15–20% of the time, including regional and occasional global travel

🎯 Requirements

• Bachelor's degree; an advanced degree is preferred • 8–10 years of progressive experience in association management, professional membership organisations, stakeholder relations, partnership management, financial services, nonprofit management or a comparable field • Demonstrated experience managing complex stakeholder relationships and advising senior volunteers, boards, executives or member-led organisations • Experience consulting on governance, strategy, business planning, organisational effectiveness, member engagement or volunteer leadership • Sound judgement on sensitive governance, leadership, financial or reputational issues, shown through real examples • Resilience and positivity to turn sceptical stakeholders into supporters • Strong strategic and analytical thinking • Ability to prepare executive-ready recommendations • Ability to influence outcomes across functions without direct authority • Ability to collaborate in a global, matrixed organization • Spanish fluency is strongly preferred • Certified Association Executive designation, governance credential or equivalent association leadership experience is preferred • CFA Institute Investment Foundations Certificate, or willingness to complete it after joining • Ability to travel freely

🏖️ 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 • Independence to lead complex relationships