Description

Location: San Francisco Bay Area

The Executive Director furthers the mission of CFA Society San Francisco to support members and contribute to the greater investment industry community. The Executive Director guides volunteers and staff and will strategically collaborate with the Society’s Board of Directors, the CFA Institute, other CFA Societies, and other like-minded organizations to serve society members, candidates, and the Northern California investment community. The Executive Director role is both internally and externally facing and the Society’s content creation enables constituents to significantly expand their expertise and value.

The Executive Director represents the best interests of the Society's membership and the profession, representing the Society in a variety of venues. The Executive Director attends and contributes to all Board of Directors’ meetings and some of the Board committee meetings. All staff and volunteer committees are overseen by the Executive Director. The Executive Director will be focused on the following objectives, among others.

Strategy & Innovation

• Partner with the Board: to develop multi-year strategic plans and translate these into clear, measurable operational targets and daily workflows. Execute against these targets.
• Digital & Content Evolution: Drive strategies to modernize content delivery and marketing communication in line with evolving technology trends.

Drive Member Growth

• Member-Centric Growth: Utilize  member data to enhance retention pipelines, attract diverse investment professional cohorts, and clearly communicate value.
• Increase Member Engagement: Drive relevant programming, identify sources of value creation for members to increase attendance at events and other forms of engagement.

Financial Stewardship

• Sponsorships & Fundraising: Identify, pitch, and secure alliances and sponsorships with asset managers and corporate employers to create diversified revenue paths.
• Fiscal Integrity: Build, execute, and monitor the annual operational budget, maintaining robust controls and total compliance with local 501(c)(6) non-profit regulations.

Ecosystem & Stakeholder Relations

• Community Relations: Act as the primary public advocate to represent the Society and enhance its reputation across members, prospective members, sponsors, universities, and business media outlets. Develop new, and deepen current, relationships, and partnerships to advance the mission of the organization and impact. Position the Society as a leader in its field.
• Foster Volunteer Culture: Champion and motivate volunteer-led interest groups, expert committees, and advocates who execute core initiatives.
• Collaborative Programming: Partner actively across regional and international CFA chapters to co-create scale, expand audience reach, and maximize operational efficiency.

Organizational Management

• Internal: Oversee the administrative (HR, IT, operations) and fiduciary functions by recruiting, training, and supervising a dedicated staff and contractors. Align, inspire, and lead staff, contractors, and volunteers.
• Board: Communicate with the Board on a timely basis, maintaining transparency and clarity.
• CFA Institute Liaison: Serve as the formal ambassador to the global CFA Institute, aligning localized strategies with broader global brand standards.

Requirements

Qualifications

Professional Experience: Minimum of 10+ years of progressive leadership experience ideally within financial services, asset management, or corporate financial management; demonstrating a record of accomplishment of growth and building financial and operational discipline.

Executive Track Record: Minimum of 2+ years serving in an explicit leadership capacity (e.g., C-suite, Managing Director). Ability to develop talent.

Non-Profit Exposure: Exposure to non-profit governance patterns and experience in reporting to a Board is preferred.

Professional Credentials: Holding the CFA® charterholder designation is preferred but not required.

Core Competencies: Strong and proven relationship building skills, industry knowledge and aptitude, and a strong commercial and entrepreneurial mindset.

Education: Bachelor's degree in business administration, finance, economics, or a strictly related field. An MBA or advanced business degree is preferred.

The anticipated base salary range for candidates is $160,000 to $180,000 with a significant bonus and generous benefits. The final salary offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and length of experience within the job, type, and length of experience within the industry, education, etc.