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 marketing and communications.

This position will be responsible for developing CFAW’s marketing and communications plan, including execution and distribution of our online newsletter, email campaigns to members, prospective members and industry partners, messaging across CFAW’s digital platforms, and the creation of marketing collateral.  You will play a critical role in ensuring the success of CFAW’s by working collaboratively with internal and external stakeholders and committee members. You will be the central contact for communication strategies to recruit and retain members through showcasing member value and promoting continued engagement.

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 marketing and communications with the chance to elevate and put their stamp on the process.

SPECIFIC DUTIES

• Marketing and Communications
  • Develop, manage, and maintain a 6-month Communication Plan that outlines all scheduled communications to our members, non-members and industry audiences.
  • Maintain a comprehensive marketing calendar
  • Manage the distribution of member acquisition and renewal campaigns
  • Produce and distribute online weekly newsletter and bi-weekly event updates
  • Develop and distribute dedicated email messages regarding projects and programs as appropriate and on a pre-established schedule
  • Manage the design and creation of print and digital 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
  • Serve as primary contact for all member inquiries. Respond to member and prospective member inquiries through email, telephone, and web
  • Serve as staff liaison for the Member Engagement and External Relations committees

• 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 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, Adobe/Canva
• 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

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 Class A office is highly accessible by various modes of transportation.

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

HOW TO APPLY:

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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