The CFA Society Washington, DC (CFAW) is an association of 2,000+ investment professionals whose mission is to facilitate a vibrant, engaged community that advances members’ professional success. CFAW is a professional membership society, an affiliate of the CFA Institute, and the Washington, DC region’s premiere organization for the financial investment industry. To learn more about CFAW, please visit our website at www.cfadc.org.
WHAT WE ARE LOOKING FOR
We are seeking an experienced, detail oriented, team player who is excited to develop and oversee all the Society’s educational programs and events. This position will play a critical role in ensuring the success of the Society by working collaboratively with internal and external stakeholders. The ideal candidate has the ability to maintain an appropriate balance of in-person and virtual programs while ensuring the society’s events are relevant, timely and top-notch. You must possess a collaborative spirit and thrive working within a small, close-knit team.
The qualified candidate will be a strong writer and a dynamic project manager skilled at managing multiple projects and competing priorities.
In this role you are afforded the opportunity to work closely with the CEO gaining exposure to many aspects of the association industry. This is an excellent opportunity for an ambitious professional to have ownership of many facets of a strategic education plan with the chance to elevate and put their stamp on the process.
The successful candidate will:
Work closely with the CEO to guide the educational and programmatic strategic initiatives set forth by the CFAW Board of Directors
Develop and maintain a 12-month education calendar
Create and manage budgets for each event
Direct and oversee the implementation of approved programs and events, including all pre- and post-event activities
Ensure 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
Manage all relationships with external constituents as they pertain to education, programming, and learning
Oversee and manage the Education Coordinator, ensuring their goals are set and being met.
Maintain a working knowledge of significant developments and trends in the field, and use that knowledge to help the organization realize, imagine, or innovate new educational opportunities that maximize the value of the organization to its members
Serve as staff liaison for the Programs & Education Committee
Bachelor’s degree and five (5) or more years of progressive relevant experience executing in-person and online programs
Experience in a membership organization a plus
Proven project management skills
Excellent proofing skills
Advanced knowledge of professional development principles, strategies, and tactics
Proficiency and experience with association management software – Salesforce preferred
Desired tech stack: MS Office, CVENT, HigherLogic, Zoom
Self-directed, works independently with minimal supervision
Ability to work well under pressure and think outside the box when needed
Ability to lift up to 30 pounds
A pro-active and can-do attitude, even when working under pressure and with all levels of staff
Some local travel required, limited regional travel possible
WHAT WE OFFER: In addition to the opportunity to grow and advance your career, we work to offer an optimal work/life balance – three days in office, two days remote. Located in the heart of Washington, DC, our Class A office is highly accessible and within a vibrant area of the city.
We offer a comprehensive benefits package including medical, dental and vision plus 401K matching, and paid vacation, sick and holidays.
HOW TO APPLY:
If you are excited about this opportunity, please provide your resume and salary expectations (required). We would also love to learn more about you and your accomplishments. Candidates should feel free to include a cover letter or attach relevant documentation (writing sample, program outline, etc.) in the format requested below to email@example.com with a subject line “CFAW Education Manager”.
Please attach resume, titled as: Last Name – First Name CFAW Resume
Please attach cover letter, titled as: Last Name – First Name CFAW Cover Letter
Please attach additional documents, titled as: Last Name – First Name CFAW Additional
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 corporations,... associations, unions, national, state and local government agencies, financial regulators, academic institutions, investment managers, insurance companies, broker/dealers and consultants, among others.
Visit our website at www.cfadc.org
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