[Hiring] Senior Manager, Society Relations @CFA Institute

Role Description

The Senior Manager, Society Relations is the lead relationship manager and trusted adviser for a portfolio of larger, more complex or professionally staffed societies. You will help boards and executive leaders strengthen governance, business planning, member value and alignment with CFA Institute strategy, and you will help societies move from discussion to execution.

You will work with a high degree of independence, act as a natural point of escalation and expertise within the team and share your judgement with colleagues as the regional model grows. This is a senior individual contributor role.

What you'll do

• 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 will be approximately 15–20% of the time, including regional and occasional global travel.

Qualifications

• A 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.
• The resilience and positivity to turn sceptical stakeholders into supporters.
• Strong strategic and analytical thinking, and the ability to prepare executive-ready recommendations.
• The ability to influence outcomes across functions without direct authority, and to collaborate in a global, matrixed organization.
• Spanish fluency is strongly preferred; a Certified Association Executive designation, governance credential or equivalent association leadership experience is also preferred.
• The CFA Institute Investment Foundations Certificate, or a willingness to complete it after joining, and the ability to travel freely.

Benefits

• Help society volunteers advance the CFA Institute mission and support the investment profession.
• Work within a hybrid federated society model that is global in scale and highly aligned.
• Join at a time of board support for significant investment in strengthening and enabling societies.
• Help shape how the Americas team works and grows as the relationship management model expands.
• Gain exposure to a global team and organisation, with societies that may span the US, Canada, the Caribbean and South America.
• Work remote-first, with flexibility around volunteers' schedules and the independence to lead complex relationships.
• Expected salary range: $110,000 - $120,000 per year, subject to adjustment based on experience, education, and other factors.
• Eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.
• Comprehensive benefits package to support employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs.