Operations Manager

This is a fully remote position, open to applicants in Florida, +3 more states.

📋 Description

• Oversee the execution of the Research Foundation's strategic plan and annual objectives.

• Monitor progress against goals and key performance indicators (KPIs), providing updates to Board leadership.

• Organize and manage governance activities that support the Board of Trustees and its committees.

• Prepare for Board meetings and assist with succession planning initiatives.

• Direct the annual nomination and selection process for the Vertin Award.

• Create and sustain tools for project tracking, reporting systems, and operational processes.

• Facilitate communication and collaboration among the Research Foundation, RPC, and CFA Institute stakeholders.

• Collaborate with Research Directors on research and publication pipelines, priorities, and agenda setting.

• Monitor projects throughout the development, review, and publication stages.

• Lead initiatives for content promotion and manage contractor relationships.

• Engage with CFA societies to enhance awareness of Research Foundation content.

• Oversee operational priorities, dependencies, timelines, and potential risks.

• Identify issues and propose improvements to existing processes.

⛳️ Requirements

• Proven experience in leading or supporting governance bodies, boards, committees, or executive leadership teams.

• Strong knowledge of governance practices, budgeting, and the operations of nonprofits or associations.

• Experience managing complex projects and operational initiatives.

• Exceptional strategic planning and organizational abilities, capable of handling multiple competing priorities.

• Demonstrated ability to cultivate trusted relationships with stakeholders and facilitate cross-functional collaboration within matrixed organizations.

• Outstanding written, verbal, and presentation communication skills.

• Proficient in workflow management and project tracking tools.

• Familiarity with the investment industry, CFA Institute, and/or CFA societies is preferred.

• Experience collaborating closely with Board leadership as a strategic partner.

• Background in nonprofit, foundation, association, or membership-based organizations.

• Experience in promoting or marketing programs, and managing relations with external vendors, contractors, or agencies.

• Knowledge of investment research, publishing, or thought leadership organizations.

• Advanced project management certification or training related to governance.

🏝️ 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.