The Managing Director, Education and Operations (MD) is responsible for the overall management of the educational offerings and programming for the CFA Society Washington, DC (CFAW), including overseeing the planning, implementation and delivery of learning opportunities for society members and candidates. The MD works closely with the CEO to guide the educational and programmatic strategic initiatives set forth by the CFAW Board of Directors. MD will also manage all relationships with external constituents as they pertain to education, programming and learning, (e.g. the CFA Institute and local societies, committee volunteers, content providers and others) as needed. The MD will also oversee the technology plan and operations of the organization. The MD reports directly to the CEO.
More specifically, the responsibilities of this position will fall into the following areas:
Education and Programming
Management and oversight of all programs, conferences and educational opportunities. Responsible for committee and consultant management as it pertains to education and programming. Participate in committee selection process.
Work directly with CEO on education and programming budgeting; manage P&L for department budget.
Work directly with the Chair, Programs & Education Committee, to implement the strategic educational initiatives for the society.
Serve as staff liaison to committee chairs and members
Jointly oversee and manage the Investment Research Challenge with the CFA Society Baltimore, including outreach to local universities, students, and volunteers.
Formulating and recommending short- and long-range plans for the development, growth, and expansion of the educational programming and activities for the society.
Maintain a working knowledge of significant developments and trends in the field, and use that knowledge to help the organization realize, imagine and/or innovate new educational opportunities that maximize the value of the organization to its members.
Operations and Technology
Management and oversight of CFAW’s technology operations, including, but not limited to: Salesforce customer relationship management system (CRM), outsourced IT support, and other third party technology vendors; third party vendor research and relationships where applicable.
Formulating and recommending technology plans to better serve CFAW and its members. Stay abreast of association technology trends.
Work with CFA Institute with regards to shared technology resources.
Technology oversight – CRM, email marketing platform, and others as necessary
Develop, maintain, and nurture external relationships that are appropriate, valuable, and beneficial for the promotion of CFAW education and programs.
Seek out and capitalize on event collaboration opportunities that benefit members.
Advise committee and sub-committee chairs on program development, utilizing audience analysis, member penetration rates, non-financial topics, and speakers, as required.
Marketing & Promotion
In conjunction with Digital Marketing Coordinator, formulate and develop strategic marketing plans that support programs and education.
Working closely with key departments and individuals at the CFA Institute to leverage new educational opportunities.
Regularly scan the market and industry sectors for trends and issues critical to CFAW’s educational agenda.
Direct and oversee the implementation of approved programs and offerings. Ensuring that members working on programs have appropriate support from staff. Seek to expand and augment programs that are relevant and member-friendly, and decommission services that are fully mature and no longer provide a useful benefit to members.
Maintain an open dialogue with volunteers to answer questions, focus their efforts, and keep them informed.
Attend meetings of the committees as appropriate.
Recommend the retention of outside services or agencies, within budgeted limits.
Work with the CEO to develop and maintain education and program budgets. P&L responsibility for education budgets.
Monitor and control expenditures.
Suggest opportunities for additional revenue sources within the educational arena of the organization.
Local travel, required, limited regional travel possible
The appropriate candidate for this position will possess an undergraduate degree, along with at least ten years of work experience that includes education and programs management and P&L responsibilities. This individual must have a demonstrable interest in the financial services industry and be fully conversant with current office technologies and familiar with web-based tools and databases.
Additional attributes include:
Proven leadership, management and organization skills.
Experience in a membership organization.
Self-directed, works independently with minimal supervision.
Able to develop a strong and positive working relationship with multiple parties including CFAW staff and Board, CFA Institute, other CFA societies, volunteers, and external partner organizations.
Excellent diplomatic, communication, negotiation and mediation skills. Consensus building a must.
Proven ability to develop, execute and implement education programs for professionals.
Knowledge and understanding of educational competency models required, experience preferred.
About CFA Society of Washington, DC
The CFA Society of Washington DC (CFAW) is a professional membership association of investment professionals whose mission is to facilitate a vibrant, engaged community that advances members’ professional success. The Society links its members with each other, those interested in joining the profession, and the community through many activities including professional development and networking events. The Society also sponsors local classes to prepare candidates for the Chartered Financial Analyst (CFA) exam, a prerequisite to earning the CFA designation, which is awarded by the CFA Institute and has been attained by most Society members. CFAW is a member society of the CFA Institute. It is the 9th largest Society in the US, 15th largest globally, hosts approximately 50 events each year, and has 50+ Society volunteers.
Founded in 1953, the Society consists of over 2,100 financial professionals in a variety of positions including portfolio managers, analysts, trust officers, and consultants, as well as pension, endowment and foundation fund executives. Reflecting the diverse nature of the investment professions in the Washington, DC area, members are employed by major corporati...ons, associations, unions, national, state and local government agencies, financial regulators, academic institutions, investment managers, insurance companies, broker/dealers and consultants, among others.