WHO WE ARE

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 of 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 dynamic project manager skilled at managing multiple projects, competing priorities, and collaborating with volunteer stakeholders.

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 and event 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 valuable to members while phasing out those 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
• Maintain a working knowledge of significant developments and trends in the education field, and use that knowledge to help the organization realize, imagine, or innovate new educational and networking opportunities
• Maintain event registration systems, manage attendee communication, and oversee post-event follow-ups including surveys and reports 
• Track and analyze event success metrics, providing recommendations for improvement and future initiatives
• Serve as staff liaison for the Programs & Education Committee, facilitating meetings, maintaining agendas, and tracking action items

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 Rosslyn, VA, our office is highly accessible and within a vibrant area.

We offer a comprehensive benefits package including medical, dental and vision plus 401(k) matching, and paid vacation, sick, and holidays.

• 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, 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

About CFA Society 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 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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