Senior Director, Membership Services

Investment Company Institute; Washington (District of Columbia); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical plan

401(k) plan

Paid leave

Commuting subsidies

Tuition reimbursement

Training opportunities

Job summary

Investment Company Institute (ICI) seeks a senior leader to drive membership strategy and engagement across the organization. The role partners with the COO to develop recruitment, retention, and value-adding programs, while expanding membership across asset management firms and related entities.

You will steward communications, oversee dashboards and analytics, and lead a staff team focused on member engagement, renewal risk, and revenue forecasting.

Qualifications

• Bachelor’s degree in business or related field and 10 years of management experience with a trade association or similar organization.
• Experience in financial services and market dynamics is highly desirable.
• Strategic thinker with ability to translate member needs into priorities and outcomes.
• Proficiency in using data and metrics to drive strategy and decisions.
• Familiarity with asset management industry and strong leadership skills.

Responsibilities

• Lead membership strategy and report to the COO.
• Develop programs for recruitment, retention, and engagement of members.
• Deliver communications and materials to increase member understanding of resources.
• Monitor the asset management industry to identify new membership targets.
• Build relationships with member firms to deepen engagement and value proposition.
• Oversee revenue model and annual dues forecasting; perform segmentation analysis.
• Operate CRM and analytics dashboards; present data for leadership decisions.
• Manage Membership staff to build a high-performing team.
• Capture member priorities and translate into leadership insights.
• Guide responses to member inquiries and manage billing and publications.

Skills

Leadership

Strategy

Stakeholder mgmt

CRM proficiency

Analytics

Education

Bachelor's degree in business or related field

Tools

CRM platforms

Analytics tools

Job description

The Investment Company Institute (ICI) is the leading association representing regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia, and other jurisdictions. ICI also represents its members on issues involving the capital markets, separately managed accounts (SMAs) and collective investment trusts (CITs). ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor.

This position is responsible for membership strategy reporting to the COO. The person will work across the organization to develop and deliver membership communications and content and engage with contacts across the asset management industry to expand membership and improve existing membership relations. The person will lead recruiting, retention, and engagement of existing and new members.

Essential Functions Of This Role Include

• Lead membership strategy while reporting to the COO.
• Develop comprehensive programs and services for recruitment, retention, and engagement of members.
• Work across ICI to develop and deliver communications and other materials to increase member understanding of resources available throughout ICI and to validate the value of membership.
• Continually monitor the asset management industry to identify and pursue new targets for membership.
• Build and manage relationships at existing member firms and prospective member organizations to deepen engagement, understand business priorities, and strengthen ICI’s relationships across the asset management ecosystem.
• Lead the execution of ICI’s membership revenue model, including the annual dues collection process, revenue forecasting, and member segmentation analysis.
• Oversee and operationalize key member engagement metrics using databases, analytics, and ICI proprietary CRM to inform decisions, including preparing dashboards on member participation, renewal risks, revenue trends, event attendance, committee activity, and advocacy engagement. Present data into timely, valued information for leadership to support decisions as to how to invest executive time and resources and identify under-engaged segments and places where ICI’s value proposition needs strengthening.
• Manage the Membership staff to build a high-performing, top-flight membership team that supports the entire organization.
• Serve as an internal “voice of the membership” and systematically capture member priorities, concerns, and emerging business needs and translates them into insights for ICI leadership.
• Develop relationships with member companies and serve as a central point of contact to guide responses by colleagues across ICI to answer member inquiries and requests.
• Oversee memo and statistical publications businesses and annual invoice billing and collection.

If you have the following credentials, we encourage you to apply:

• Bachelor’s degree in business or related field and 10 years of proven management experience with a trade association or similar experience with a for-profit organization or an equivalent combination of related education and experience.
• Previous experience working in financial services and market experience are highly desirable.
• A strategic mindset and ability to translate member needs into organizational priorities, drive growth, influence leadership decisions, and advance mission-critical outcomes.
• Ability to use data to influence strategy. Proficiency with CRM platforms, analytics, and performance metrics, using member engagement data to guide strategic decision-making.
• Deep understanding of trade association membership models, including corporate, associate, and sponsor-based structures, with experience designing value propositions, dues strategies, recruitment programs, retention initiatives that grow membership.
• Familiarity with or ability to quickly learn complexities of the asset management industry.
• Demonstrated leadership of high-performing teams.
• Excellent interpersonal skills including the ability to effectively collaborate and interact with senior level ICI staff and members.
• High degree of productivity, responsiveness, initiative, and flexibility.

ICI offers a competitive compensation and benefits package to include a comprehensive medical plan, generous 401(k) retirement savings plan, paid leave, commuting subsidies, and tuition reimbursement as well as training and development opportunities. Based in Washington, DC, ICI is conveniently located next to McPherson Square Metro station. This is a hybrid position with three days in the office and two working from home.

ICI is an Equal Opportunity Employer that values diversity and inclusion in the workplace.