Senior Manager, Society Relations

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

📋 Description

• Oversee relationships within a designated portfolio of Americas societies, particularly those with increased scale, complexity, or organizational risk.

• Establish trustworthy connections with boards, executive directors, staff, and key volunteer leaders.

• Offer expert consultation on governance, business planning, organizational efficiency, strategic growth, and membership value.

• Assist societies in aligning local priorities with the CFA Institute strategy, the Society Operating Model, and service standards.

• Evaluate business plans, year-end reports, funding requests, and performance data to determine alignment, risk, and impact, while developing actionable improvement plans.

• Report significant governance, financial, stakeholder, or reputational risks with analysis and recommended actions.

• Collaborate with societies on project design and funding proposals, and monitor funded initiatives along with their outcomes.

• Serve as a subject matter expert and escalation point for colleagues, sharing effective practices and contributing to onboarding and team processes.

• Work alongside Membership, Education, Advocacy, Marketing, Institutional Solutions, Communications, and Society Operations to provide coordinated support.

• Occasionally lead consultation and planning efforts for societies outside your portfolio and share portfolio insights for regional planning.

• Travel approximately 15-20% of the time, which may include regional and occasional global travel.

⛳️ Requirements

• Bachelor's degree; a postgraduate degree is preferred.

• 8-10 years of progressive experience in association management, professional membership organizations, stakeholder relations, partnership management, financial services, nonprofit management, or a related field.

• Proven experience managing complex stakeholder relationships and providing advice to senior volunteers, boards, executives, or member-led organizations.

• Background in consulting on governance, strategy, business planning, organizational effectiveness, member engagement, or volunteer leadership.

• Strong judgement regarding sensitive governance, leadership, financial, or reputational issues, demonstrated through concrete examples.

• Resilience and a positive attitude to convert skeptical stakeholders into advocates.

• Excellent strategic and analytical thinking skills.

• Capability to prepare recommendations suitable for executive review.

• Proficiency in influencing outcomes across various functions without direct authority.

• Ability to collaborate effectively within a global, matrixed organization.

• Fluency in Spanish is highly preferred.

• Certified Association Executive designation, governance credential, or equivalent experience in association leadership is preferred.

• CFA Institute Investment Foundations Certificate, or a willingness to obtain it after joining.

• Must be able to travel freely.

🏝️ 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.

• Autonomy to manage complex relationships.