Manager, Institutional Relations, Americas
Company: CFA Institute
Posted on: February 13, 2020
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(IE).Manager, Institutional Relations, AmericasJob Description
Summary:The Manager, Institutional Relations (IR), Program Key
Accounts, Americas (AMER) is responsible for developing and
executing a relationship management plan in collaboration with
societies especially in markets not supported directly by the IR
Directors. The role will work with interested societies and
accounts programmatically; i.e., offering a series of IR tools in
kit form, which can be adapted to company needs. The focus will be
on identified second tier accounts described for society purposes
as Program Key Accounts, where societies will be encouraged to take
the lead on a narrowly defined set of offerings including but not
limited to CFA, CIPM, and IF Program support, D&I, ESG, and
Ethics. The individual will work closely with Subject Matter
Experts, other IR RMs and Society Relations (SR) to keep kits
current (responding to on-going feedback from events as they are
held), comprehensive (meeting and event slides, program
requirements, invitations and follow-up templates, etc.) and be
sensitive to trends and events in investment management.
CFA Institute and the network of over 159 CFA societies around the
world share a mission to lead the investment management profession
globally by promoting the highest standards of ethics, education
and professional excellence for the ultimate benefit of society.
CFA Institute has over 170,000 members worldwide, and last year
administered the CFA exam to over 350,000 aspiring candidates. IR
is the CFA Institute team tasked with developing and deepening
relationships with key external investment firms, universities, and
regulators which drive the investment management profession, to
fulfill our mission above. To achieve this aim, IR must extend
support and resources to investment organizations in close
collaboration with the network of CFA societies in the Americas
region, including those which currently are not directly covered by
the IR staff. This role will focus on developing and executing this
extended IR service model by leveraging work done by team members
and creating standard engagement tools and processes that society
volunteers can use directly with the key institutional clients in
other markets, like more bespoke work done by IR Directors with the
This role will identify and engage with many (typically) smaller
societies to reach employers and academics in the region,
ultimately to build relationships with targeted staff and promote
the full portfolio of CFA Institute products and services. This
will be achieved through an active outreach and engagement program,
and measured through the promotion of the CFA charter, membership
in the CFA Institute, incorporation of its products and services,
adoption of its professional codes, etc., by the Manager's
This individual is tasked with collaborating with SR in identifying
and developing objectives for institutional engagement, enabling
them to implement programs and processes deployed by our IR team,
and creating a support structure to help them plan and execute a
local institutional engagement plan.
Another key aspect of the role is being part of the Americas IR
team, working collaboratively with other relationship managers on
client projects and programs more generally in the region, as
experience with developing and executing these programs informs the
approach this individual will take in supporting CFA society
institutional outreach. This can include but is not limited to
activities such as ESG and D&I workshops , meetings and events
supporting our three credentials, and other outreach
The position will be based in Charlottesville or NYC and will
report to Senior Director, IR , AMER with a matrix reporting to
Senior Director, SR, AMER.Job Description:
- In partnership with Society Relations (SR), identify, develop
and execute a program to support societies in iInstitutional
rRelationship building efforts. Consult with societies on their
institutional engagement strategy and objectives and recommend
- In collaboration with society relationship managers, build
strong relationships with society leaders in the identified markets
to educate and engage them in effective planning and implementation
of employer and university outreach efforts and best practices;
serve as IR team resource for the SR team and for societies in the
Americas, in non-LatAmLatam, non-COItypically smaller markets.
- As member of regional IR team, work collaboratively on client
projects and programs; leverage current engagement tools
(roundtables, ambassador programs, D&I programs, advisory
groups and committees, sponsorship resources, and others), by
standardizing, templating, and extending these tools for use by
societies within their own markets.
- In close collaboration with our Service Delivery (Marketing &
Communications) and Sponsorship teams, develop templates,
materials, and processes to standardize offerings and make them
easier and more focused for the needs of smaller and medium sized
- Liaise with Market Intel group to obtain relevant employer data
for societies and use in planning and execution.
- Leverage CFA and personal network to establish and deepen
corporate / institutional contacts and share with local societies.
On occasions, directly interact or meet with external client
C-suite, Management and HR professionals with key society leaders
in these markets.
- Speak and participate in CFA society planning sessions as
appropriate and represent CFA Institute to society staff and
- Maintain and contribute to the prospect and client
- Develop and report metrics, KPIs, etc. to evaluate the efficacy
of outreach efforts and progress towards documented goals and
- Assist the Senior Director and Director in executing
transactional and ad hoc requests, if needed.
- Act as guardian of the CFA Institute reputation, culture and
brand, escalating any deviations from CFA branding or risks to CFA
- Business- related degree and/or relevant investment
qualification would be beneficialrequired.
- Minimum 5 years' experience in the investment industry strongly
strongly preferred; , not- for- profit environment or professional
membership organization could be useful as a replacement.
- Proven and measurable experience working directly or indirectly
with a corporate / institutional client base.
- In-depth knowledge of how Financial Services and Investment
Management organizations function.
- Understanding of industry trends and issues and their impact on
- Comfortable and confident presenting to various sized
- Highly collaborative style with proven experience in building
strong relationships and effectively influencing stakeholders at
multiple levels in the region, understanding local needs and
- Structured thinker with demonstrated ability to successfully
plan and execute work and business plans.
- Excellent communication skills across individuals, cultures,
business lines and seniority levels.
- Diligent at project management, follow up, and customer
service. Client-focused and solution orientated. Very high level of
organizational and time management skills, with the flexibility to
competently juggle competing priorities and changing
- Demonstrated outstanding judgment and mature business skills
with the ability to establish a strong rapport with CFA society and
CFA Institute management.
- Fluency in English required; knowledge of Spanish would be
- Familiarity with Sales Force CRM is strongly preferred a
- Regular travel required across the EMEA region visiting
employers and societies and attending CFA Institute conferences,
meetings and events. Travel will be approximately 40 percent of the
CULTURAL ELEMENTS AND GLOBAL COMPETENCIES
- Global Perspective - Understands business on a global scale,
understands differences in people and cultures, and is effective
across varied conditions.
- Agility - Responds quickly to opportunities, is flexible, and
effectively embraces change.
- Effective Communication - Communicates clearly and succinctly
in a variety of settings and styles, listens, and presents a
- Stakeholder Focus - Identifies and understands stakeholders and
their needs, acts with their interest in mind, and gains their
trust and engagement.
- Strategic Vision - Recognizes trends and opportunities, acts
accordingly, and thinks critically which translates into a
compelling and inspiring vision.
- Manages and Motivates Others - Ability to set clear
accountabilities for others and energize and enable them to deliver
- Organizational Awareness - Understands how the organization
works and knows how to get things done both through formal channels
and the informal network; understands the culture of the
This job description is a summary of job requirements and duties
and is not intended to be an exhaustive list of all areas of
Primary Location:CharlottesvilleTime Type:Full timeJob
Family:Business DevelopmentApplicants for positions located in the
U.S. please click here for Federal Labor Law postings.
We are an Equal Opportunity Employer. It is the established policy
of CFA Institute not to discriminate against any individual
employee, group of employees, or prospective employee on the basis
of race, color, national origin, citizenship or immigration status,
religion, creed or belief, age, marital or partnership status,
marital or family status, care giver status, pregnancy and
maternity, sexual and other reproductive health decisions, physical
abilities/qualities, disability, sexual orientation, gender, gender
identity or expression, pre--disposing genetic characteristic,
military or veteran status, status as a victim or witness of
domestic violence or sex offense or stalking, unemployment
sta--tus, infectious disease carrier status, migrant worker status,
educational background, socio-economic status, geographic location
and culture or any other basis protected by applicable law. This
policy impacts all aspects of employment, including but not limited
to, recruitment, training, development, promotion, demotion, and
dismissal. This is a global policy that applies to all CFA
Institute employees, regardless of location.
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Keywords: CFA Institute, Charlottesville , Manager, Institutional Relations, Americas, Executive , Charlottesville, Virginia
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