CFA Institute

CFA Institute is the world’s largest association of investment management professionals. As a global, independent organization, with a community of more than 175,000 members and 150+ member societies, we lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. 

At CFA Institute, we care about our employees’ mental, physical, social, and financial well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs: 

• Health & Well-being benefits that are amongst the best in the industry with full comprehensive Medical, Dental, and Vision for employees and their family members
• Comprehensive Leave and Time Off plans 
• A focus on Financial Well-being means that we stack our retirement benefits against the most competitive standards. 
• Flexible work arrangements 
• Wellness, Education, and Employee Assistance Benefits 

Job Description Summary: 

The Associate Manager, Partnerships & Client Solutions, will support and nurture the relationship between CFA Institute and all external constituents in their territory including firms, member societies, members, universities, and regulators. This person will work as a member of both the Global Partnerships & Client Solutions team, as well as their regional team, to partner with societies and maintain and deepen client relationships with target accounts in their markets to deliver primarily on revenue-generating opportunities and objectives.

The Associate Manager will focus a portion of time on managing the relationship between societies and CFA Institute, partnering with societies to implement strategies and tactics which align with our shared mission and objectives. They will work with society staff to help ensure the society meets its Member Society Service Standards through effective society governance, timely strategic and business planning, management, and member value practices. They will be responsible for monitoring the progress of targeted initiatives with societies and helping to create tailored solutions to challenges.

The Associate Manager, Partnerships & Client Solutions will be based in London and be eligible for hybrid working (3 days/week in the office)

Job Description:

The responsibilities of this role include:

Client Relationship Management & Development

• Manage and develop client relationships, broadening and deepening the range of services and offerings we provide to them.
• Identify and participate in the creation and fostering of strong collaborative relationships with key contacts within client organizations including investment professionals, human resources professionals, recruiters, practitioners, and leadership.

Business Development

• Collaborate with teammates to provide the highest level of service and experience for both clients and prospects of all types, including preparing polished content and materials for meetings, writing professional communications, and executing effective follow-up actions.
• Prepare and participate in the creation and delivery of persuasive presentations about CFA Institute and our full suite of services and solutions for use in outreach programs by CFA Institute employees and society members.
• Contribute to and participate in efforts to identify opportunities for CFA Institute, member society, and industry alignment and collaboration to drive our mission and achieve our business objectives.
• Think, act, and communicate as a member of the global GPCS team, tracking, sharing and keeping up to date all relevant activity and opportunities in the CRM system.

Society Relationship Management

• Partner with societies to develop effective outreach programs to industry, regulators, and universities, and to increase local educational programming.
• Assist in supporting societies to raise standards and professionalism, through building a strong understanding of their markets, stakeholders, regulatory and cultural contexts, and supporting them in developing appropriate strategies and business plan, as well as accessing CFA Institute resources and services.
• Encourage and facilitate society collaboration and provide forums for the development of cross-society initiatives and organizational input/feedback.
• Build and sustain strong relationships with society volunteers and staff, and collaborate with them to identify, develop, and implement targeted initiatives.
• Communicate with societies to promote training, technology, marketing, and educational offerings, and other resources which CFA Institute makes available to societies. 
• Contribute to the planning and delivery of society leadership meetings, including project management related to all or various aspects of planning and development, as well as leading or facilitating on-site workshops and training sessions.
• Source and provide content for regional communications platforms, newsletters, the Society Center, regional meetings, and regular updates.

The skills and experience required for this role include:

• A minimum of 5 years of experience in an association or not-for-profit environment, preferably in a client-facing role
• Bachelor’s Degree or commensurate education and experience
• Knowledge of the CFA Institute qualifications and codes/standards preferred
• Awareness of financial markets and issues in the local market and globally preferred
• Excellent interpersonal skills; confidence and experience in chairing and facilitating meetings
• Excellent communication skills including written, verbal and listening. Comfortable presenting to large groups of senior level stakeholders
• Ability to collaborate, build strong relationships and influence among a broad range of stakeholders
• Ability to create new and unique ideas, and an entrepreneurial spirit
• Very high level of organizational, project, and time management skills, with the ability to competently juggle competing priorities and changing expectations
• Excellent consulting, problem solving, and analytical skills
• Must demonstrate good judgment and mature business skills with the ability to establish a strong rapport with a variety of senior stakeholders

Travel requirements:

• Some occasional regional or global travel required for internal events and conferences

You can connect with the Recruiter on LinkedIn.

If you feel this opportunity could be the next step in your career, we encourage you to click “Apply” and complete our three-minute application.

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We are an Equal Opportunity Employer. CFA Institute prohibits both discrimination and harassment with regard to all identifying characteristics: 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, predisposing genetic characteristic, military or veteran status, status as a victim or witness of domestic violence or sex offense or stalking, unemployment status, 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, hiring, compensation, training, development, promotion, demotion, layoff, recall, furlough, transfer, leave of absence, and dismissal. This is a global policy that applies to all CFA Institute employees, regardless of location.

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