Governance Specialist, DRC Support

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Facilitate activities that support the Board of Governors and the Disciplinary Review Committee, ensuring that meetings, communications, documentation, and follow-up are executed with precision and professionalism.

• Take charge of governance projects, including entity management and other emerging initiatives.

• Prepare and disseminate agendas, schedules, meeting materials, and communications; accurately produce minutes and track action items.

• Maintain confidential governance and disciplinary records, as well as repositories, databases, tracking tools, and case management systems.

• Oversee volunteer onboarding and offboarding processes, which include conflict-of-interest disclosures, oaths, system access, and supporting documentation.

• Assist with the annual DRC nominations process, which entails managing applications, meetings, interviews, communications, and logistics.

• Coordinate logistics for Board, DRC, nominations, governance, and training activities, including scheduling, travel arrangements, and meeting support.

• Collaborate with senior executives, Board members, volunteers, and colleagues across the CFA Institute.

• Aid in the development of training materials, presentations, workshops, and working-group activities.

• Manage reimbursements, invoices, and administrative documentation related to governance and committee activities.

• Familiarize yourself with established processes, take ownership, and identify opportunities for enhancing efficiency and effectiveness.

⛳️ Requirements

• Proven track record of successfully managing detailed, deadline-oriented tasks across multiple priorities, ensuring a high level of accuracy and follow-through.

• Strong executive presence and communication capabilities, with the discernment to engage confidently and professionally with senior and C-suite stakeholders, Board members, and volunteers.

• Experience in providing high-level administrative, operational, legal, or governance support where discretion and meticulous attention to detail are critical.

• Experience in preparing professional agendas, meeting materials, minutes, communications, or other formal documentation.

• Clear ability to manage confidential and sensitive information appropriately.

• A proactive, self-starting approach and the capacity to take ownership without waiting for detailed instructions.

• A diverse, adaptable skill set with a history of successfully handling a variety of responsibilities rather than being confined to a narrowly defined role.

• Excellent organizational and stakeholder management skills, with the ability to keep multiple individuals, actions, and deadlines on track.

• Confidence to learn established processes and propose improved approaches when opportunities arise.

• Proficiency in Microsoft Office applications and collaboration tools.

🏝️ Benefits

• Eligibility for an annual discretionary incentive bonus

• 12% employer contribution to a pension plan

• Comprehensive medical benefits package

• Health coverage

• Generous time off

• Competitive retirement plans

• Flexible work options

• Wellbeing and development programs