Senior Manager, Society Relations, AMER

CFA Institute•Charlottesville, FL

2d•Remote

About The Position

The Senior Manager, Society Relations is the lead relationship manager and trusted adviser for a portfolio of larger, more complex or professionally staffed CFA societies in the Americas. The role supports boards and executive leaders in strengthening governance, business planning, member value and alignment with CFA Institute strategy, helping societies move from discussion to execution. It is a senior individual contributor position requiring a high degree of independence, sound judgment and the ability to serve as a point of escalation and expertise for colleagues. The position partners with society boards, staff and volunteer leaders, as well as CFA Institute functions, to help societies strengthen their organizations, execute plans and create value for members and local markets. It may also lead consultation and planning engagements for societies outside the assigned portfolio and contribute insights to regional planning. Travel is approximately 15–20% of the time, including regional and occasional global travel. The position may be based in eligible jurisdictions in the United States and is described as remote-first, with flexible work options. The expected salary range is $110,000–$120,000 per year, subject to adjustment based on experience, education, location and other relevant factors. The position is eligible for an annual incentive bonus and includes a 12% employer contribution to a 401(k) or pension plan, medical benefits and a broader benefits package.

Requirements

Bachelor's degree.
8–10 years of progressive experience in association management, professional membership organizations, stakeholder relations, partnership management, financial services, nonprofit management or a comparable field.
Demonstrated experience managing complex stakeholder relationships and advising senior volunteers, boards, executives or member-led organizations.
Experience consulting on governance, strategy, business planning, organizational effectiveness, member engagement or volunteer leadership.
Sound judgment on sensitive governance, leadership, financial or reputational issues, demonstrated through real examples.
Resilience and positivity in turning skeptical stakeholders into supporters.
Strong strategic and analytical thinking, including the ability to prepare executive-ready recommendations.
Ability to influence outcomes across functions without direct authority and collaborate in a global, matrixed organization.
CFA Institute Investment Foundations Certificate, or willingness to complete it after joining.
Ability to travel freely.

Nice To Haves

An advanced degree.
Spanish fluency.
Certified Association Executive designation, a governance credential or equivalent association leadership experience.

Responsibilities

Lead relationships for an assigned portfolio of Americas societies, including societies with greater scale, complexity or organizational risk.
Build trusted relationships with boards, executive directors, staff and key volunteer leaders.
Provide advanced consultation on governance, business planning, organizational effectiveness, strategic growth and membership value.
Help societies align local priorities with CFA Institute strategy, the Society Operating Model and service standards.
Review business plans, year-end reports, funding requests and performance data to assess alignment, risk and impact, and develop practical improvement plans.
Escalate significant governance, financial, stakeholder or reputational risks with analysis and recommended next steps.
Work with societies on project design and funding proposals, and track funded initiatives and their impact.
Act as an expert and point of escalation for colleagues, share effective practices, and contribute to onboarding and team processes.
Partner with Membership, Education, Advocacy, Marketing, Institutional Solutions, Communications and Society Operations to coordinate support.
Periodically lead consultation and planning engagements for societies outside the assigned portfolio.
Contribute portfolio insights to regional planning.