1575 I Street, NW
Anywhere, United States
Posted: 19-Feb-25
Location: Rosslyn
Type: Full Time (Remote & In Office)
Categories:
Preferred Education:
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
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POSITION REQUIREMENTS: |
- 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, Higher Logic, 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