Manager, Society Relations

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Establish robust working relationships with the boards, staff, and volunteer leaders of designated societies through regular check-ins, strategic discussions, and follow-ups.

• Gain a comprehensive understanding of each society's governance structure, operating model, member value proposition, leadership dynamics, and market environment.

• Assist in the annual business planning, strategic planning, reporting, and alignment with CFA Institute service standards.

• Evaluate business plans and submissions to identify progress, gaps, risks, and support requirements.

• Monitor the execution of commitments and funded initiatives.

• Provide practical advice on governance, board transitions, volunteer engagement, and operational efficiency.

• Connect societies with relevant tools, training, and experts.

• Aid societies in developing funding proposals, project concepts, budgets, and success metrics.

• Track the progress of funded activities.

• Collaborate with Society Operations, Communications, Membership, Education, Advocacy, Marketing, and other teams.

• Support regional meetings, conferences, webinars, and forums for society leaders.

• Occasionally deliver consulting and business planning services for societies outside of the portfolio.

• Raise complex or sensitive governance, financial, or reputational issues to senior colleagues.

• Contribute insights from the portfolio to AMER planning and reporting.

⛳️ Requirements

• 5–7 years of experience in association management, professional membership organizations, stakeholder or partnership management, client relationship management, financial services, nonprofit management, or a related field.

• Experience in managing stakeholder or client relationships and providing support to senior volunteers, boards, committees, or member-led groups.

• Background in planning, project coordination, member engagement, governance support, or organizational improvement.

• Proven experience working with multiple stakeholders, functions, or markets.

• Strong relationship management and consulting abilities.

• Demonstrated diplomacy and judgment in working effectively with volunteer leaders.

• Excellent organizational, planning, and follow-through skills.

• Capacity to manage multiple priorities effectively.

• Ability to comprehend a society's needs, translate them into actionable next steps, identify risks, and escalate them appropriately.

• Strong written and verbal communication capabilities.

• Bachelor’s degree.

• CFA Institute Investment Foundations Certificate or a commitment to complete it within an agreed timeframe 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.