Manager, Society Relations

CFA Institute

. Build strong working relationships with the boards, staff and volunteer leaders of assigned societies through regular check-ins, planning conversations and follow-up .

Posted 10/12/2026full-timeRemote • United StatesMid-LevelSenior💰 $95,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in association management and stakeholder engagement, with a strong focus on governance support, project coordination, and strategic planning. Proven ability to build relationships, manage multiple priorities, and provide practical guidance to volunteer leaders and boards.

Highest-signal resume keywords

Association ManagementStakeholder ManagementGovernance SupportProject CoordinationRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningStrategic PlanningProject ManagementBudget DevelopmentRisk Identification

Soft Skills

Strong Communication SkillsDiplomacyJudgementOrganizational SkillsFollow-Through

Certifications & Qualifications

CFA Institute Investment Foundations Certificate

Industry Keywords

Nonprofit ManagementProfessional Membership OrganizationsClient Relationship ManagementVolunteer EngagementMember Engagement

About the role

Key responsibilities & impact

Build strong working relationships with the boards, staff and volunteer leaders of assigned societies through regular check-ins, planning conversations 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
Track follow-through on commitments and funded initiatives
Provide practical guidance on governance, board transitions, volunteer engagement and operational effectiveness
Connect societies to relevant tools, training and experts
Help societies develop funding requests, project concepts, budgets and success measures
Monitor progress on funded activities
Coordinate with Society Operations, Communications, Membership, Education, Advocacy, Marketing and other teams
Support regional meetings, conferences, webinars and society leader forums
Deliver occasional consulting and business-planning engagements for societies outside the portfolio
Escalate complex or sensitive governance, financial or reputational issues to senior colleagues
Contribute portfolio insights to AMER planning and reporting

Requirements

What you’ll need

5–7 years' experience in association management, professional membership organisations, stakeholder or partnership management, client relationship management, financial services, nonprofit management or a comparable field
Experience managing stakeholder or client relationships and supporting senior volunteers, boards, committees or member-led groups
Background in planning, project coordination, member engagement, governance support or organisational improvement
Experience working across multiple stakeholders, functions or markets
Strong relationship management and consulting skills
Diplomacy and judgement to work well with volunteer leaders
Excellent organisation, planning and follow-through
Ability to manage multiple priorities
Ability to understand a society's needs, turn them into practical next steps, spot risks and escalate them appropriately
Strong written and verbal communication skills
Bachelor's degree
CFA Institute Investment Foundations Certificate or willingness to complete it within an agreed period after joining

Benefits

Comp & perks

Eligibility for an annual incentive bonus
12% employer contribution to a 401(k) or pension plan
Comprehensive medical benefits package
Health coverage
Generous time off
Competitive retirement plans
Flexible work options
Wellbeing and development programs
Remote-first flexibility and autonomy