Employment Type: New Full Time Permanent
Salary: base bonus based on relevant experience
About CFA Society TorontoCFA Society Toronto is the worlds largest Societies of CFA Charterholders dedicated to supporting the professional and business development of over 11000 members. Our diverse community consists of members from both institutional and retail arenas active in various roles including portfolio management trading research analysis financial advising and consultancy. Through our programs and initiatives we offer opportunities for continuous learning networking and leadership development empowering our members to excel in a dynamic and competitive global market and ensuring they remain at the forefront of the industry.
Founded in 1936 CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary ethics-based performance-reporting standards for the investment industry.
Chartered Financial Analyst and CFA are registered trademarks owned by CFA Institute.What we offer:- Comprehensive health and wellness benefits and retirement savings program
- Hybrid work environment (minimum 2 days in-office)
- Collaborative and supportive work environment
- Opportunity to join a growing and expanding organization
About the Opportunity:The Director Membership is a senior leadership role accountable for developing and executing CFA Society Torontos membership strategy with direct responsibility for strengthening membership growth improving retention and elevating the member experience. This is an opportunity to shape the next stage of member value and engagement for the largest CFA Society in the world with over 11000 members. As volunteers are an essential part of the Society and its member community responsibility for the volunteer program falls within the scope of this position. The role is well suited to a leader who wants to combine strategy relationship-building execution and sound business judgment to strengthen the professional community serving Torontos investment and finance industry.
The role provides dedicated ownership of the Societys approach to several membership functions including acquisition onboarding retention and experience.
Working closely with the CEO and Leadership Team the Director will translate the Societys strategic plan into practical membership priorities measurable initiatives and disciplined execution.
This role is expected to be highly visible with members and key stakeholders representing CFA Society Toronto at events meetings and outreach activities. The Director will serve as an internal advocate for the member perspective and will help ensure that education and professional learning volunteer opportunities communications and member services align to a coherent high-value member journey.
Key Accountabilities and Responsibilities:Membership Strategy Planning and Leadership (35%)- Develop implement and continuously refine a multi-year membership strategy aligned with CFA Society Torontos strategic plan annual business plan and member value proposition.
- Establish clear annual membership objectives initiatives and key performance measures for acquisition retention engagement and member satisfaction.
- Lead annual operating planning and budgeting for membership-related initiatives including resource requirements business cases risks and expected outcomes.
- Partner with the CEO and Leadership Team to identify member priorities emerging trends and opportunities to deepen the Societys relevance to investment and finance professionals in the Toronto market.
Membership Growth Retention and Lifecycle Engagement (35%)- Lead the development and execution of engagement strategies that strengthen membership relevance and value with targeted acquisition and retention outcomes.
- Provide dedicated accountability for the Societys end-to-end member lifecycle and experience ensuring that initiatives are coordinated rather than fragmented across functions.
- Direct and guide the Volunteer Experience with CFA Society Toronto and in collaboration with the Manager Volunteer Relations develop a vision of building and enhancing the existing engagement program.
- Build a stronger onboarding experience for new members and early-career CFA charterholders with particular attention to first-year retention sense of belonging and pathways into Society engagement.
- Develop a strategic approach to the recently launched Associate membership class including activation engagement progression to Professional/Charterholder membership and management of expected higher attrition.
- Implement a disciplined lapsed-member reactivation program including segmentation outreach insight gathering and measurement of conversion outcomes.
- Create mechanisms for ongoing member feedback including surveys interviews focus groups and post-event insights translating findings into practical and actionable improvements.
- Represent CFA Society Toronto with members and prospective members at events meetings and outreach activities to build relationships and identify opportunities to enhance membership value.
Cross-Functional Membership Initiatives (15%)- Function as the internal champion for the member perspective ensuring needs inform key strategic initiatives.
- Collaborate with other CFA Society Toronto team members across Education and Events Marketing and Communications Operations and Outreach functional areas to enhance and support member-related initiatives and tactics. Activities include and are not limited to the following:
- Support member intake inquiries and data reporting and analysis
- Partner on communication campaigns targeting acquisition and onboarding in particular
- Work with Programming and Professional Learning leads aligning member offerings to career stage skill-building needs and community building efforts
- Engage with Business Development to identify non-dues opportunities that strengthen membership value.
Leadership Stakeholder Engagement and Other (15%)- Serve as a key member of the CFA Society Toronto Leadership Team contributing to organizational strategy enterprise-wide decision-making business planning risk management and the achievement of strategic priorities and performance objectives.
- Provide leadership coaching and mentorship to the Manager Volunteer Relations fostering a high-performance culture strengthening leadership capability and ensuring alignment with organizational goals and member needs.
- Support governance-related membership matters and Board discussions that require member insights data trend analysis and/or strategic context.
- Cultivate and strengthen executive-level relationships with members volunteers committee leaders CFA Institute partners and key stakeholders to advance member value engagement retention and sustainable growth.
- Champion a collaborative member-centric approach across the organization and lead or contribute to strategic initiatives and special projects that support CFA Society Torontos long-term success and evolving priorities.
- Perform other duties and responsibilities as assigned.
Qualification Requirements:- Post-secondary degree in business marketing communications finance or a related field.
- Minimum 10 years of progressive experience in membership client experience marketing association management or a related function.
- Minimum 5 years of people leadership experience as well as leading large initiatives across multiple teams.
- Experience in a member-based professional association financial services organization or similarly stakeholder-rich environment is strongly preferred.
- Demonstrated ability to develop and execute growth retention engagement onboarding and client/member-experience strategies with measurable outcomes.
- Strong data fluency including the ability to interpret member or customer data identify trends and convert insights into action.
- Familiarity with the CFA Program and CFA Institute ecosystem is an asset as is knowledge of the asset and wealth management capital markets and/or financial services sectors.
- Experience with CRM database and/or association management tools is required.
- Must be able to work in a hybrid work environment and attend member events outside standard business hours as required.
Core Competencies:- Strategic Membership Leadership: Develops practical strategies that connect member needs organizational priorities market trends and measurable outcomes.
- Member Service Orientation: Builds trust with members and prospective members; understands the drivers of community relevance and value.
- Commercial and Growth Mindset: Applies disciplined thinking to acquisition retention reactivation non-dues opportunities and return on strategic investment.
- Data-Informed Decision-Making: Uses data feedback and evidence to diagnose issues test assumptions monitor progress and improve execution.
- Relationship Building and Influence: Works effectively with members committees staff partners and senior stakeholders in a collaborative environment.
- Operational Excellence: Creates clear processes accountability service standards and reporting mechanisms that improve member-facing execution.
- Communication: Communicates with clarity judgment and executive presence in writing presentations and interpersonal settings.
- Collaboration: Operates well within a flat team-driven organization and aligns cross-functional colleagues around shared outcomes.
- Results Focus: Prioritizes the highest-impact initiatives and follows through with strong sense of urgency discipline and accountability.
- People Leadership: Coaches supports and challenges staff and partners in a way that builds capability confidence and performance.
CFA Society Toronto is committed to meeting the accessibility needs of all applicants throughout the recruiting and selection process. Please let us know about any accommodation and/or support requirements. We thank all applicants however only those selected for an interview will be contacted.
Please notewe are only accepting applications from those authorized to work in Canada and we are not currently sponsoring any temporary or permanent work visas.
CFA Society Toronto is working in partnership with HR à la carte for our recruitment efforts.
Use of AI in Hiring: We may use AI-assisted tools to enhance the efficiency of the recruitment process. However all applications are reviewed by human recruiters and all hiring decisions are made by human decision-makers.
Required Experience:
Director
Experience: years
Vacancy: 1
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