Manager, Society Relations, AMER

CFA Institute•Charlottesville, FL

3d•Remote

About The Position

The Society Relations team acts as a liaison between CFA Institute and its global network of CFA Societies, which are member-led organizations focused on professional development, events, advocacy, and community building within local investment markets. The Americas team is enhancing its relationship management approach to ensure consistent, proactive, and high-quality support for all societies. As the Manager, Society Relations, you will be the main point of contact for a designated group of societies in the Americas region. Your role will involve collaborating with society boards, staff, and volunteer leaders to understand their specific local needs and market conditions, assist with their business planning and governance, and connect them with CFA Institute resources and expertise to increase their value to members. You will work independently with your assigned societies, guiding them in translating their objectives into actionable plans and monitoring their progress against agreed-upon priorities. For more complex issues related to governance, funding, market dynamics, or stakeholders, you will seek guidance from the regional Society Relations leader and Senior Manager.

Requirements

5–7 years of experience in association management, professional membership organizations, stakeholder or partnership management, client relationship management, financial services, nonprofit management, or a similar 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 organizational improvement.
Experience working across multiple stakeholders, functions, or markets.
Strong relationship management and consulting skills, with the diplomacy and judgment to work effectively with volunteer leaders.
Excellent organization, planning, and follow-through abilities, with the capacity to manage multiple priorities.
The ability to understand a society's needs and translate them into practical next steps, and to identify and escalate risks appropriately.
Strong written and verbal communication skills.
A bachelor's degree.
Possession of the CFA Institute Investment Foundations Certificate or a willingness to complete it within an agreed period after joining.

Nice To Haves

Association management or financial services experience.
Working knowledge of association governance or nonprofit operations.
Related coursework or certification.

Responsibilities

Build strong working relationships with the boards, staff, and volunteer leaders of assigned societies through regular communication, planning sessions, and follow-up.
Understand 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 identify progress, gaps, risks, and support needs, and track the completion of commitments and funded initiatives.
Provide practical advice on governance, board transitions, volunteer engagement, and operational effectiveness, connecting societies with relevant tools, training, and experts.
Assist societies in developing funding requests, project concepts, budgets, and success metrics, and monitor the progress of funded activities.
Collaborate with Society Operations, Communications, Membership, Education, Advocacy, Marketing, and other teams to ensure coordinated support for societies.
Support regional meetings, conferences, webinars, and society leader forums, and conduct occasional consulting and business-planning engagements for societies outside your portfolio.
Escalate complex or sensitive governance, financial, or reputational issues to senior colleagues.
Contribute portfolio insights to AMER planning and reporting.