Senior Manager, Society Relations

CFA Institute

. Lead relationships for an assigned portfolio of Americas societies, including those with greater scale, complexity or organisational risk .

Posted 10/12/2026full-timeRemote • United StatesSenior💰 $110,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in stakeholder relations, governance consultation, and strategic planning within professional membership organizations. Proven ability to influence outcomes and manage complex relationships while aligning local priorities with organizational strategy.

Highest-signal resume keywords

Stakeholder Relations ManagementGovernance ConsultationStrategic PlanningOrganizational EffectivenessSpanish Fluency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningOrganizational EffectivenessPerformance Data AnalysisProject DesignFunding Proposals

Soft Skills

Strong Strategic ThinkingAnalytical ThinkingCollaborationResilienceInfluencing Outcomes

Certifications & Qualifications

Certified Association ExecutiveCFA Institute Investment Foundations Certificate

Industry Keywords

Association ManagementProfessional Membership OrganizationsNonprofit ManagementMembership ValueVolunteer Leadership

About the role

Key responsibilities & impact

Lead relationships for an assigned portfolio of Americas societies, including those with greater scale, complexity or organisational risk
Build trusted relationships with boards, executive directors, staff and key volunteer leaders
Provide advanced consultation on governance, business planning, organisational 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 build 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 your portfolio and contribute portfolio insights to regional planning
Travel approximately 15–20% of the time, including regional and occasional global travel

Requirements

What you’ll need

Bachelor's degree; an advanced degree is preferred
8–10 years of progressive experience in association management, professional membership organisations, 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 organisations
Experience consulting on governance, strategy, business planning, organisational effectiveness, member engagement or volunteer leadership
Sound judgement on sensitive governance, leadership, financial or reputational issues, shown through real examples
Resilience and positivity to turn sceptical stakeholders into supporters
Strong strategic and analytical thinking
Ability to prepare executive-ready recommendations
Ability to influence outcomes across functions without direct authority
Ability to collaborate in a global, matrixed organization
Spanish fluency is strongly preferred
Certified Association Executive designation, governance credential or equivalent association leadership experience is preferred
CFA Institute Investment Foundations Certificate, or willingness to complete it after joining
Ability to travel freely

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
Independence to lead complex relationships