Association Data Coordinator

Investment Adviser Association•Washington, DC

3d•Hybrid

About The Position

The Investment Adviser Association (IAA), the leading association dedicated to advancing the interests of investment advisers, is seeking a full-time Association Data Coordinator. Founded in 1937, the IAA is a not-for-profit organization that has exclusively represented the interests of fiduciary investment adviser firms for over eight decades, playing a major role in the enactment of the Investment Advisers Act of 1940. Its members manage over $35 trillion in assets for a diverse client base. The Association Data Coordinator supports and coordinates the IAA’s use of technology and data across departments to better serve members and deliver business value. This role serves as the primary analytical resource for the Information Services Team, transforming data into insights to strengthen membership development strategy. The Coordinator analyzes the full membership lifecycle, identifies trends and risks, builds dashboards, and ensures high data integrity across all membership systems. Reporting to the Chief Information Officer, the Coordinator collaborates with operations, marketing, membership, and legal teams to maintain a secure and accurate data environment, effectively utilize data and the IAA technology stack, and deliver tailored content to members.

Requirements

Strong ability to analyze large datasets and identify trends, opportunities, and actionable insights.
Familiarity with membership lifecycle analytics and trends.
Understanding of KPIs tied to revenue, engagement, and other member metrics.
Knowledge of data integrity, validation, and governance best practices.
Understanding data systems security, compliance, architecture, and integrations.
Experience building and maintaining interactive dashboards.
Experience in CRM, Business Intelligence, email marketing, community management, and CMS software.
Excellent communication skills, including strong writing skills.
Experience building email templates, list segmentation, campaigns, and deliverability/engagement tracking and reporting.
Understanding email marketing best practices.
Ability to serve as IT support, vendor escalation, and assisting with IT system implementations, sunsetting, and documentation.
Strong problem-solving abilities, curiosity, organizational skills, and attention to detail.
Able to work well both independently and collaboratively across multiple departments, including Project Management and support.
Bachelor’s degree or experience equivalent in Data Analytics, Business Administration, Information Systems, Marketing, or related field.
3-6 years’ experience across data analytics, or CRM data management, email marketing, and/or membership analysis.
Demonstrated experience building dashboards and integrating data across platforms (e.g., Tableau, Power BI), administrating CRM systems, managing email campaigns, and coordinating with technology vendors.
Understanding of membership/customer life cycle.

Nice To Haves

CRM (Salesforce a plus)
Business Intelligence (Power BI a plus)
email marketing (Informz a plus)
community management (Higher Logic a plus)
CMS (WordPress a plus)
Non-profit/association experience preferred

Responsibilities

Ensure CRM (Salesforce), CMS (WordPress), email marketing (Informz), and other tools accurately record business data.
Leverage Google Analytics and CRM to manage, analyze, and organize data in a variety of ways that translates complex data into insights that inform strategy, operations, advocacy, and member engagement.
Review Information System access controls and permissions for compliance.
Build, maintain, and enhance interactive dashboards that visualize member behavior and key performance indicators.
Produce reports that connect member data to organizational goals, including revenue, engagement, and program participation.
Assist staff with data accessibility, reporting, and understanding as needed.
Maintain contacts lists, segments, and performance metrics.
Ensure audience segmentation consistency across communication channels/platforms and data reports.
Support audience data cleanup, enrichment, and best practices.
Leverage the IAA technology stack to deliver content when and where audiences want or need it.
Create and maintain email templates, audience lists, and campaign automation aligned with IAA branding and marketing standards.
Coordinate, build, schedule, and deploy bulk email campaigns. Provide bulk email tracking and reporting.
Manage email deliverability, communication lists, and other performance metrics with industry best practices.
Ensure other bulk email tools are integrated into reporting and data management.
Draft and conduct surveys, collecting information on member satisfaction, market research, and related topics.
Responsible for basic editing and assembling recorded raw video files into a suitable, finished product ready for posting.
Post IAA Content and respond to other content in a timely and brand-appropriate way.
Support community guidelines, tone, and moderation.
Monitor community data analytics, engagement, and content delivery.
Improve community adoption and engagement.
Provide support and training for IAA staff on the technology tools available to them.
Troubleshoot technology issues with staff and support vendors, manage support escalation, and ensure timely communication and resolution of issues.
Update the IAA’s technology records and assist with vendor and technology life cycle management (including onboarding, renewal, and offboarding).
Assist staff with implementing new technology and sunsetting deprecated tools.
Maintaining project plans, document libraries, and schedules.
Coordinate Information Services Department calendars, meeting invitations, and tasks.
Documenting project meetings, deliverables, progress, decisions, and scope.
Reporting project information to staff and other audiences.
Assist in managing project risk, control, and compliance.