Manager, Society Relations, AMER

CFA Institute; United States; Remote; USD 95,000 - 105,000; Full time

Benefits offered by this job

Annual incentive bonus

401(k) employer contribution 12%

Comprehensive medical benefits package

Job summary

CFA Institute seeks a Manager of Society Relations for the AMER region to be the primary contact for an assigned portfolio of CFA Societies. You will work with boards, staff and volunteers to translate goals into actions, manage governance and coordinate cross-team support across a remote-first, United States-based role.

You will lead planning, reporting and funding discussions, guiding society leaders and ensuring alignment with CFA Institute standards while fostering value to members and the

Qualifications

• Bachelor’s degree required or equivalent
• Proven ability to manage multiple governance bodies and volunteers
• Experience supporting senior volunteers, boards or member groups
• Strong ability to translate society needs into actionable plans
• Demonstrated governance, budgeting or organizational improvement experience
• Excellent written and verbal communication skills
• Ability to work across multiple stakeholders and markets
• Willingness to complete CFA Foundation certificate within an agreed period after joining
• Experience in nonprofit or financial services is a plus
• Demonstrated ability to develop funding requests and budgets

Responsibilities

• Build relationships with boards, staff, and volunteers of assigned societies
• Understand each society’s governance, operating model and market context
• Support annual and strategic planning, reporting and alignment with CFA standards
• Review plans to spot risks and track commitments
• Provide governance, board transition and volunteer engagement guidance
• Develop funding concepts, budgets and success metrics, monitor funded activities
• Coordinate with other CFA Institute teams for joined-up support
• Support regional meetings, webinars and forums; conduct select engagements outside portfolio
• Escalate complex governance or reputational issues to senior colleagues
• Contribute portfolio insights to AMER planning and reporting

Skills

5–7 years’ experience

Stakeholder management

Planning & project coordination

Cross-functional collaboration

Relationship management

Organization & follow-through

Needs assessment & risk spotting

Communication skills

Bachelor’s degree + CFA Foundation or欲

Association/financial services exp

Education

Bachelor’s degree

CFA Institute Investment Foundations Certificate

Job description

Manager, Society Relations, AMER

About the team

CFA Institute works with a global network of CFA Societies: member-led organisations that bring investment professionals together in their local markets through professional learning, events, advocacy and community.

Society Relations is the bridge between those societies and CFA Institute. The Americas team is expanding its relationship management model to give every society consistent, proactive and high-quality support.

About the role

As Manager, Society Relations, you’ll be the primary CFA Institute relationship contact for an assigned portfolio of societies across the Americas region. You’ll work closely with society boards, staff and volunteer leaders to understand their local needs and market context, support their business planning and governance, and connect them with the CFA Institute resources and expertise that help them deliver more value to members.

You’ll operate independently with your societies, helping them translate goals into practical actions and tracking progress against agreed priorities, while drawing on the regional Society Relations leader and Senior Manager for guidance on more complex governance, funding, market or stakeholder matters.

What you’ll do

• Build strong working relationships with the boards, staff and volunteer leaders of your assigned societies, through regular check-ins, planning conversations and follow-up.

• Get to know each society’s governance, operating model, member value proposition, leadership dynamics and market context.

• Support annual business planning, strategic planning, reporting and alignment with CFA Institute service standards.

• Review business plans and submissions to spot progress, gaps, risks and support needs, and track follow-through on commitments and funded initiatives.

• Offer practical guidance on governance, board transitions, volunteer engagement and operational effectiveness, connecting societies to relevant tools, training and experts.

• Help societies develop funding requests, project concepts, budgets and success measures, and monitor progress on funded activities.

• Coordinate with Society Operations, Communications, Membership, Education, Advocacy, Marketing and other teams so societies get joined-up support.

• Support regional meetings, conferences, webinars and society leader forums, and deliver occasional consulting and business-planning engagements for societies outside your portfolio.

• Escalate complex or sensitive governance, financial or reputational issues to senior colleagues, and contribute portfolio insights to AMER planning and reporting.

What you’ll bring

• 5–7 years’ experience in association management, professional membership organisations, stakeholder or partnership management, client relationship management, financial services, nonprofit management or a comparable field.

• Experience managing stakeholder or client relationships and supporting senior volunteers, boards, committees or member-led groups.

• A background in planning, project coordination, member engagement, governance support or organisational improvement.

• Experience working across multiple stakeholders, functions or markets.

• Strong relationship management and consulting skills, with the diplomacy and judgement to work well with volunteer leaders.

• Excellent organisation, planning and follow-through, and the ability to manage multiple priorities.

• The ability to understand a society’s needs and turn them into practical next steps, and to spot risks and elevate them appropriately.

• Strong written and verbal communication skills.

• A bachelor’s degree, and the CFA Institute Investment Foundations Certificate or willingness to complete it within an agreed period after joining.

• Association management or financial services experience, working knowledge of association governance or nonprofit operations, or related coursework or certification are a plus.

Why join us

• Mission and impact: Help society volunteers advance the CFA Institute mission and support the investment profession.

• A distinctive model: Work within a hybrid federated society model that is global in scale and highly aligned.

• Investment in the network: Join at a time of board support for significant investment in strengthening and enabling societies.

• Senior influence: Help shape how the Americas team works and grows as the relationship management model expands.

• Global exposure: Gain exposure to a global team and organisation, with societies that may span the US, Canada, the Caribbean and South America.

• Flexibility and autonomy: Work remote-first, with flexibility around volunteers’ schedules and the independence to lead complex relationships.

This position may be based in eligible jurisdictions in the United States.

At CFA Institute, we are committed to transparency and equity in our hiring process. In compliance with wage transparency laws in many of the jurisdictions in which we recruit, we provide the following information regarding compensation for this position: Expected salary range: $95,000 - $105,000 per year. All salary ranges are subject to adjustment based on experience, education, and other factors relevant to the position including location. Additional benefits include eligibility for an annual incentive bonus, a 12% employer contribution to a 401(k) or pension plan, and a comprehensive medical benefits package.

• eligibility for an annual incentive bonus
• a 12% employer contribution to a 401(k) or pension plan
• a comprehensive medical benefits package

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs.

• health coverage
• generous time off
• competitive retirement plans
• flexible work options
• wellbeing and development programs

You can learn more on our careers site: Working at CFA Institute | Comprehensive Benefits

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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Important Message: Your application must clearly demonstrate how you meet the requirements as CFA Institute cannot make assumptions about your education, experience, or location. We thank all those who apply.

We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: any individual employee, group of employees, or prospective employee on the basis of race, color, national origin, citizenship or immigration status, religion, creed or belief, age, marital or partnership status, marital or family status, care giver status, pregnancy and maternity, sexual and other reproductive health decisions, physical abilities/qualities, disability, sexual orientation, gender, gender identity or expression, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, infectious disease carrier status, migrant worker status, educational background, socio-economic status, geographic location and culture or any other basis protected by applicable law. This policy impacts all aspects of employment, including but not limited to, recruitment, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

If, due to a disability or current medical condition, you need an accommodation or assistance to complete a job application, you can request one at any stage of the recruitment process. Please send an email to [e-mail] noting the accommodations or assistance you are requesting. Please do not include any medical or health information in this email. We will review your request and contact you to discuss the possible options and arrangements. We will try our best to provide you with an accommodation or assistance that meets your needs and respects your preferences.