Director, Events & Programming

Description & Requirements

Events & Programming Coordinator

Description & Requirements

Part-Time Media Assistant

Description & Requirements

Use the download buttons above to view the full role summary, including essential functions, experience expectations, compensation range and further details.

If you feel any of these opportunities could be the next step in your career, we encourage you to apply. To formally submit an application, send your cover letter, resume/CV, LinkedIn profile link, writing sample (not required for Media Assistant role) and compensation expectations to [email protected] – please reference the job title in the subject line.

Executive Director

Description & Requirements

For more information, download the position profile using the button above, and click here for information on applying.

Job Opportunities Available

Click the “Description & Requirements” button below to download the full role overview, application instructions and requirements.

Director of Marketing & Membership

Description & Requirements

Interested? To apply, email [email protected].

In your application email, please be sure to attach and/or include all of the following items:

  • Cover letter
  • Resume / CV
  • LinkedIn profile link
  • Writing sample
  • Compensation Expectations

Job Description and Requirements

CFA Society New York (CFA NY) seeks an accomplished marketing professional to advance the Society’s membership growth and to drive increased engagement across CFA NY’s portfolio of content and programming. Reporting to the CEO, the Director of Marketing & Membership is accountable for:

  • Developing and implementing marketing strategies in support of Society’s member and constituent engagement goals, and associated revenue goals.
  • Directing the Society’s Member support programs and activities, including membership renewals and acquisitions.
  • Maintaining and growing positive brand visibility for the Society.

The Director is a key member of CFA Society New York’s leadership team and will lead marketing efforts to promote the value of Society programs and offerings to its members and constituents in the New York City market and globally. The Director will work collaboratively with the CEO, CFA NY staff and volunteer leaders to understand member and constituent needs and Society value propositions, and to develop effective marketing campaigns that connect members / constituents with CFA NY’s value. The Director’s key functions and responsibilities include:

  • Creating effective, multi-channel marketing plans to promote and drive engagement with the Society’s portfolio of content and programs, including launch of new products and initiatives.
  • Authoring key messaging and copy, and expertly guiding message placement and promotion of messaging across media in support of the Society’s mission and business goals.
  • Designing outreach and promotion campaigns to drive robust, quality participation in the Society’s programming, events and professional learning offerings.
  • Proactively guiding and partnering with volunteer leaders to drive Member value and the growth of membership programs.

The successful candidate must have a proven track record of designing and implementing marketing strategies that generate revenue and deliver value to members, customers and constituents. Desired candidate experience and attributes include:

  • Bachelor’s degree or higher.
  • Minimum 10 years professional experience in marketing, with the majority of that experience in marketing for professional societies and/or membership-based not for profit associations. Knowledge of and experience with the CFA professional designation and the New York City financial services market highly desired.
  • Demonstrated success in developing and implementing successful marketing strategies and programs focused on both revenue generation and customer engagement. Marketing experience must include effective use of integrated web, email and social media campaigns.
  • Strategic thinker with strong research and analytical skills. Demonstrated ability to successfully leverage customer data to drive effective retention and engagement strategies. Ability to combine data-driven approach with creativity to identify target audiences and devise campaigns that engage, inform and motivate these audiences to great action with the Society.
  • Strong leadership and project management skills, with the ability to work on multiple projects at the same time.
  • Excellent written and oral communication skills. Must be comfortable with all aspects of leading and overseeing message development, writing copy for marketing campaigns, and/or copyediting.
  • Must have an exceptional work ethic, and ability to collaborate with CEO, staff team and volunteer leaders to turn ideas into impactful actions. Must act with the highest level of trust and sound judgement.
  • Experience with SalesForce (or similar CRM), Google Analytics and with Microsoft Office.

If you feel this opportunity could be the next step in your career, we encourage you to apply. Please send a cover letter, resume / CV, LinkedIn profile link, writing sample and compensation expectations to: [email protected].


CFA Society New York (CFA NY) has been a leading forum for the investment community since 1937. The mission is to serve all members and investment professionals’ needs and educate the investing public. We provide the premier forum for exchanging information among investment professionals, corporate management, and other interested members and strive to maintain an active leadership development program, career assistance, and continuing education. We encourage the pursuit of high standards of ethics and professional conduct and promote integrity and professionalism. Today, with a community of more than 12,000 members, CFA Society New York is the largest of the 150+ societies that comprise CFA Institute worldwide.

Job Opportunities Available

Click the “Description & Requirements” button below to download the full role overview, application instructions and requirements.

Director of Sponsorships & Partnerships

Description & Requirements

Interested? To apply, email [email protected].

In your application email, please be sure to attach and/or include all of the following items:

  • Cover letter
  • Resume / CV
  • LinkedIn profile link
  • Writing sample
  • Compensation Expectations

Job Description and Requirements

CFA Society New York (CFA NY) has been a leading forum for the investment community since 1937. The mission is to serve all members and investment professionals’ needs and educate the investing public.

We provide the premier forum for exchanging information among investment professionals, corporate management, and other interested members and strive to maintain an active leadership development program, career assistance, and continuing education. We encourage the pursuit of high standards of ethics and professional conduct and promote integrity and professionalism. Today, with a community of more than 12,000 members, CFA Society New York is the largest of the 150+ societies that comprise CFA Institute worldwide.

CFA NY seeks an accomplished professional to advance the Society’s corporate sponsorships and institutional partnerships. Reporting to the CEO, the Director of Sponsorships & Partnerships will:

  • Generate revenue in support of a break-even or better annual budget for the Society.
  • Enhance and expand collaborations between the Society, corporate industry partners, educational institutions, and other organizations within the investment management ecosystem.
  • Partner with the CFA NY staff team and volunteer leaders to integrate sponsorship and partnership programs with CFA NY member-driven content and programming.

The Director of Sponsorships & Partnerships is a key member of CFA NY’s leadership team and will serve as a key point of contact for institutional relationships and large potential contributors. As such, the Director must act with the highest level of trust, discretion and sound judgement on behalf of the Society. The Director will work collaboratively with the CEO, CFA NY staff and volunteer leaders to understand partner needs and Society value propositions and develop these into revenue opportunities that deliver value back to partners, the Society, and ultimately CFA NY’s members.

The successful candidate must have a proven track record of securing sponsorship and partnership funding and developing / maintaining positive relationships C-Suite partners. Desired candidate experience and attributes include:

  • Bachelor’s degree or higher, with at least 15 years of professional experience. Knowledge of and experience with the CFA professional designation highly desired.
  • Demonstrated success in developing and implementing successful, profitable sponsorship programs, including conference / event sponsorship sales.
  • Financial services industry experience and established relationships within the New York City financial services community are highly desired.
  • Strategic thinker with strong research skills. Must have an excellent work ethic and ability to collaborate with CEO, staff, and volunteer leaders to turn ideas into impactful actions.
  • Excellent written and oral communication skills. Experience with proposal writing, including proposals for grant funding, required.
  • Experience with SalesForce or similar CRM, and with Microsoft Office.

At CFA NY, we care about our employees’ well-being. That’s why we are committed to providing a comprehensive, competitive benefits package that offers flexibility to make choices that meet their needs:

  • Benefits that are robust with comprehensive Medical, Dental, and Vision for employees and their family members.
  • Comprehensive Leave and Time Off plans.
  • A generous retirement benefits package.
  • Flexible work arrangements.
  • Wellness, Education, and Employee Assistance Benefits.

If you feel this opportunity could be the next step in your career, we encourage you to apply. Please send a cover letter, resume / CV, LinkedIn profile link, writing sample and compensation expectations to: [email protected].

Find us in the heart of Times Square

CFA Society New York
1540 Broadway Suite 1010
New York, NY 10036-2714

Phone: (212) 541-4530

Contact Us