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Manager, Institutional Relations, Americas

Company: CFA Institute
Location: Charlottesville
Posted on: February 13, 2020

Job Description:

Our application is not compatible with Internet Explorer (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 largest accounts.

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 institutional accounts.

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 activities.

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 solutions.
  • 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 societies.
  • 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 boards.
  • Maintain and contribute to the prospect and client database.
  • Develop and report metrics, KPIs, etc. to evaluate the efficacy of outreach efforts and progress towards documented goals and plans.
  • 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 Institute reputation.


    • 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 target organizations.
    • Comfortable and confident presenting to various sized audiences.
    • Highly collaborative style with proven experience in building strong relationships and effectively influencing stakeholders at multiple levels in the region, understanding local needs and opportunities.
    • 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 expectations.
    • 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 useful.
    • Familiarity with Sales Force CRM is strongly preferred a plus.


      • 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 time.


        • 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 professional image.
        • 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 results.
        • 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 organization.

          This job description is a summary of job requirements and duties and is not intended to be an exhaustive list of all areas of responsibility.

          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.

          Our application is not compatible with Internet Explorer (IE). We recommend using a different browser.

Keywords: CFA Institute, Charlottesville , Manager, Institutional Relations, Americas, Executive , Charlottesville, Virginia

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