Governance & DRC Operations Lead

CFA Institute; United States; On-site; USD 72,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Pension plan 12%

Medical benefits

Flexible work options

Wellbeing programs

Retirement plan

Job summary

CFA Institute is seeking a Specialist, Governance and DRC Support to help coordinate Board of Governors and Disciplinary Review Committee activities. You will own governance projects, manage meetings and records, and work closely with senior executives and volunteers to ensure processes run smoothly.

You will learn the organization’s governance workflows, contribute to improvements, and support communications, training materials, and logistics in a dynamic, trusted environment.

Qualifications

• Experience providing high-level administrative, operational, governance or legal support.
• Ability to work with discretion and handle sensitive information.
• Strong organization and attention to detail in a deadline-driven environment.

Responsibilities

• Coordinate activities supporting the Board of Governors and DRC, ensuring meetings and follow-up are organized accurately.
• Take ownership of governance projects, including entity management and priority initiatives.
• Prepare and distribute agendas, materials, minutes and action tracking.
• Maintain confidential governance and disciplinary records, repositories and case management systems.
• Coordinate volunteer onboarding/offboarding, disclosures, oaths, and system access.
• Support the annual DRC nominations process, coordinating applications and logistics.
• Coordinate logistics for Board, DRC, nominations, governance and training activities.
• Work with senior executives and volunteers, adapting communication to audiences.
• Support training materials, presentations, workshops and working-group activities.
• Process reimbursements, invoices and other governance-related documentation.
• Learn established processes and identify practical improvements.

Skills

Executive presence

Stakeholder management

Documentation

Calendar management

Confidentiality

MS Office

Tools

Microsoft Office

Job description

CFA Institute is seeking a Specialist, Governance and DRC Support to help coordinate Board of Governors and Disciplinary Review Committee activities. You will own governance projects, manage meetings and records, and work closely with senior executives and volunteers to ensure processes run smoothly.

You will learn the organization’s governance workflows, contribute to improvements, and support communications, training materials, and logistics in a dynamic, trusted environment.