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, friendly team player who is excited to join our team. This position reports directly to the CEO and is responsible for the implementation and management of the Society’s membership and marketing operations.

This position will play a critical role in ensuring the success of the Society by working collaboratively with internal and external stakeholders. You will work to recruit and retain members with a specific emphasis on customer service, member value and member engagement. The ideal candidate has the ability to build relationships with CFAW members and can clearly communicate and sell the value of membership to potential, new and current members.

Additionally, you will be responsible for the Society’s marketing and communication, including collateral, online newsletters, email campaigns and messaging across CFAW’s digital platforms.

In this role you are afforded the opportunity to work closely with the CEO gaining exposure to many aspects of the association industry. You must possess a collaborative spirit and thrive working within a small, close-knit team. This is an excellent opportunity for an ambitious professional to have ownership of many facets of membership and communications with the chance to elevate and put their stamp on the process.

SPECIFIC DUTIES

• Membership
  • Serve as primary contact for all member inquiries. Respond to member and prospective member inquiries through email, telephone, and web
  • Process membership applications and support new member onboarding
  • Develop and maintain expert level familiarity with the membership database
  • Compile and maintain prospective and current membership lists
  • Produce routine and special requested reports from the database
  • Review, evaluate and analyze membership trends, needs, and participation to track and grow recruitment, retention, and engagement
  • Serve as staff liaison for the Member Engagement and External Relations committees
  • Develop integrated membership campaigns (email, website, and online advertising)
  • Assist in the active recruitment and engagement of volunteers
  • Follow up with lapsed, dropped, and unaffiliated members via surveys and/or phone calls

• Marketing
  • Develop, manage, and maintain a 6-month Communication Plan that outlines all scheduled communications to members
  • Maintain a comprehensive marketing calendar
  • Manage the distribution of member acquisition and renewal campaigns
  • Work with outsourced vendor to produce and distribute online monthly newsletters and weekly event updates
  • Develop and distribute dedicated email messages regarding projects and programs as appropriate and on a pre-established cadence
  • Manage the design and creation of print collateral
  • Utilize social media as a regular platform for communicating with the CFAW membership and financial investment community at large
  • Promote and engage members to increase use of CFAW social media platforms
  • Maintain an effective, inviting, and visually appealing website design
  • Continually monitor and edit the CFAW website, ensuring priority items are featured, older information is updated or removed, and all weblinks work
  • Ensure accurateness and relevancy of all information on the website

• Three (3) or more years of work experience in a membership organization a plus
• Proven project management skills
• Strong writer with excellent proofing skills
• Advanced knowledge of membership and marketing principles, strategies, and tactics
• Proficiency and experience with association management software – Salesforce preferred
• Desired tech stack: proficient in MS Office, CVENT, Constant Contact, 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 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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