CFA Institute is the global association of investment professionals that sets the standard for professional excellence. We are a champi for ethical behavior in investment markets and a respected source of knowledge in the global financial community

CFA Institute is the global association of investment professionals that sets the standard for professional excellence. We are a champi for ethical behavior in investment markets and a respected source of knowledge in the global financial community

Manager, Society Membership Services

Job level Middle
Work exp 5 Years To 7 Years
Education Bachelor Degree
Skill EVENT PLANNING SKILL, Event Coordination, Event Management, Event operations , Event Planning, Meeting & Event Planning, Marketing and Events
Language English, Chinese - Mandarin, Chinese - Cantonese
Location Hong Kong
Employment type Full Time
Industry Banking
Job function Banking / Finance > Account / Relationship Management
Banking / Finance > Research / Analysis
Sales / Business Development / Customer Service > Customer service / Sales Support
Published On 05/10/2016

Job Description Summary:

The Manager, Society Membership Services (Region) position proactively works with societies to develop and implement strategies and tactics which align with our shared missions and respective objectives in the areas of member recruitment, retention, and recovery within a CFA Institute region. This position is accountable for implementing the programs, practices, and processes which generate dues revenue for both CFA Institute and societies, including the membership application process. This position will also provide functional subject matter expertise to the region, including societies, and will gather information from the region to inform global functional areas. The Manager, Membership Services (Region) will be responsible for reviewing, monitoring, and reporting the progress of targeted membership initiatives with societies and creating tailored solutions to challenges. The position will be headquartered in London, Hong Kong, or Charlottesville and will be supported by the Regional Director, Society Relations and Director of Candidate Conversions.

Job Description:


•Responsible for proactively engaging with regional Society Leaders and Society Relations team to identify, develop, and advise new strategies and tactics to support societies in meeting their membership growth, retention, and related goals.

•Accountable for developing, implementing and sustaining regional membership campaign programs for CFA Institute in collaboration with Marketing and societies.

•Responsible for analyzing and understanding society membership data and trends, and working with society leaders to develop and implement appropriate strategies and tactics, including customization of  local membership campaigns for implementation by societies.

•Responsible for providing training to society leaders on membership management, Society Portal and other society membership resources to aid society leader effectiveness and encourage the adoption of best practices.

•Accountable for independently reviewing and evaluating qualified membership applicant work experience (a requirement for the award of the CFA charter).

•Perform conversion and retention projections through analysis to identify risks, opportunities, and barriers to closing the unaffiliated member gap.

•Accountable for gathering and sharing regional customer feedback about member products, services, and benefits to better identify gaps and opportunities for the organization.

•Act as a communications liaison between CFA Institute and societies on global initiatives related to membership.  Ensure societies are aware of upcoming initiatives and are well placed to adopt them.

•Attend regional events, present to delegates on membership strategy, retention and management.

•Develop resources for Societies in membership communications.

•In collaboration with Society Relations Managers and societies, build and communicate strong member value propositions.

•Serve on Regional Team and other cross-functional teams as required to provide content expertise in the functional area of candidate conversions and to ensure positive member experiences.



•Bachelor’s degree or an equivalent combination of education and experience

•Minimum 5 - 7 years’ experience in customer service, association experience preferred

•Claritas certificate required or a willingness to sit the Claritas exam within one year of hire

•Strong client focus, attention to detail, and commitment to quality

•Excellent consulting, problem solving, and analytical skills; ability to identify trends and propose solutions

•Highly proficient using the full MS Office suite, in particular   PowerPoint, Excel and Outlook

•Must demonstrate outstanding interpersonal and relationship building skills

•Fluency in English and Mandarin required, other languages a plus

•Global cultural orientation and working experience

•Excellent interpersonal skills including a professional and diplomatic demeanor

•Excellent communication skills including written, verbal, listening. Comfortable and confident presenting to large audiences.

•Experience in project management, with skills necessary to interpret what is needed for the success of a project and to create appropriate schedules for timely delivery

•Very high level of organizational and time management skills

•Flexibility in competently juggling competing priorities and changing expectations

•Must demonstrate outstanding judgment and mature business skills with the ability to establish a strong rapport with senior management


Occasional travel to CFA Institute conferences, meetings, events, and global offices will be required (15 to 20%)