Remote Society Relations Manager, Americas

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

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