Manager, Society Relations
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Job Description
Society Relations Manager supporting CFA Institute's Americas network of member-led investment societies. Managing governance, planning, funding and stakeholder relationships across assigned societies.
Responsibilities:
- 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
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